About the Opportunity

Our client is an established international financial services organisation seeking to strengthen its private client acquisition capability in Singapore. This is a highly commercial opportunity for an accomplished sales professional who can engage prospective clients by telephone, build trust quickly and convert qualified opportunities into long-term relationships.

Candidates may come from wealth management, insurance, banking, financial advisory, mortgage, investment, brokerage or other regulated financial services environments. Direct investment management experience is helpful, but consultative sales ability, disciplined follow-up and a proven record of winning new clients are more important.

Why This Role Should Appeal

· Qualified prospective-client opportunities are generated by the business, allowing you to focus on engagement, follow-up and conversion.

· This is an active, telephone-led client acquisition position, but not a traditional cold-calling role.

· A portable client book is not required, and candidates are not expected to bring clients from their current employer.

· Dedicated specialist teams support investment management, portfolio construction and ongoing client servicing.

· The position allows the successful candidate to concentrate on new client acquisition and commercial performance.

· The reward structure provides meaningful upside for successful client conversion and business growth.

What You Will Be Doing

· Engage qualified prospective clients through high-quality telephone conversations, structured follow-up and virtual or face-to-face meetings.

· Understand each prospect's financial objectives, priorities and decision-making criteria.

· Present the organisation's private client proposition clearly, confidently and compliantly.

· Build credibility and trust with affluent, high-net-worth and accredited investors.

· Manage prospects through a structured sales process from initial engagement to client conversion.

· Maintain consistent activity levels, accurate pipeline information and disciplined follow-up.

· Handle objections professionally and keep prospective clients engaged through longer decision cycles.

· Work closely with marketing, investment, compliance and client-service teams to deliver a professional client journey.

· Achieve clearly defined client-acquisition, conversion and commercial targets.

Who We Are Looking For

· Proven experience in telesales, telephone-based relationship management, client acquisition or new business development within financial services or insurance.

· A successful record of converting qualified prospects into clients, policies, accounts or long-term financial relationships.

· Comfortable conducting high volumes of professional telephone engagement while maintaining a consultative, client-focused approach.

· Confident speaking with affluent and senior individuals, with the ability to establish credibility quickly.

· Strong objection-handling, follow-up and closing skills.

· Comfortable working in a performance-led environment with measurable activity, conversion and revenue expectations.

· Disciplined, resilient, coachable and motivated by commercial achievement.

· Able to explain financial concepts clearly without relying excessively on technical language.

· Willing to learn the organisation's investment philosophy, client proposition and operating model.

Relevant Backgrounds

Potentially suitable candidates may currently be working in:

· Insurance telesales, insurance advisory or bancassurance

· Wealth management, financial advisory or investment-product sales

· Bank-based client acquisition, priority banking or affluent banking

· Mortgage, lending, brokerage or trading-platform sales

· Financial-services contact centres or relationship management roles with a strong new-business component

· Business development within regulated financial institutions

Candidates do not necessarily need to be investment-product experts. The emphasis is on consultative communication, client acquisition, disciplined follow-up and the ability to convert qualified opportunities.

Experience & Practical Requirements

· Ideally 5+ years of relevant financial services, insurance, advisory, telesales or client-acquisition experience.

· Experience with high-volume telephone activity, structured follow-up and client meetings would be highly relevant.

· Existing CMFAS qualifications would be advantageous but are not essential at the application stage.

· The successful candidate must be willing and able to obtain and maintain all licensing, representative and regulatory requirements necessary for the position before undertaking regulated activities.

· Singapore-based candidates with the appropriate right to work will be prioritised.

Performance & Reward

· Competitive base salary plus performance-related commission.

· Success will be measured through client acquisition, activity discipline, conversion quality and the volume of new client relationships generated.

· The role offers meaningful earning potential for a consistent and successful client-acquisition professional.

Private Client Acquisition Director