Job Summary
Lead the development and execution of sales strategies to acquire, grow, and retain strategic accounts. Build strong client relationships, identify new business opportunities, and collaborate cross-functionally to drive profitable business growth in wealth management and investment advisory.
Responsibilities
Develop and execute sales strategies to acquire, grow, and retain strategic and key accounts
Identify new business opportunities and build a robust sales pipeline through networking, referrals, cold calling, and market research
Build and maintain long-term relationships with key decision-makers and stakeholders to support client retention and growth
Analyze clients’ business needs and propose suitable products, solutions, and commercial proposals to meet those needs
Prepare detailed quotations, presentations, tender submissions, and sales proposals to support client acquisition
Negotiate pricing, contract terms, and service agreements to achieve profitable business growth
Collaborate closely with internal teams including Operations, Marketing, Finance, and Customer Service to ensure smooth onboarding and service delivery
Monitor account performance, sales targets, customer feedback, and market trends to inform strategic adjustments
Prepare regular sales forecasts, activity reports, and account plans for management review
Resolve client issues promptly and identify opportunities for cross-selling and upselling to maximize revenue
Represent the company at client meetings, networking events, and industry exhibitions as required
Preferred competencies and qualifications
Bachelor’s degree in Finance, Economics, Business, or related field
MBA, CFA, or CFP certification preferred
Minimum of 8 years’ experience in wealth management, business consulting, or investment advisory, preferably in Southeast Asia
Demonstrated success in sales leadership, client acquisition, and regional business development
Strong understanding of cross-border wealth planning and financial regulations across Asia
Proficiency in business and wealth consulting, sales strategy and execution, client relationship management, cross-border wealth planning, investment advisory, portfolio structuring, strategic partnerships, channel development, regulatory compliance (MAS, CRS, FATCA), and team leadership with performance coaching