Sales Director, Private Wealth

4 days ago

Central Singapore BTI Executive Search Full time

Asia’ fastest growing one-stop digital asset financial services platform
- Min 5 years of experience in Private Wealth Management
- Fluency in English and Mandarin is required

**Responsibilities**:

- Provide investment advisory services aligning to high net worth clients’ financial needs and risk appetite
- Work jointly with the various product teams to deliver methodical and suitable wealth management strategies that are relevant and timely
- Understand, adhere to and work within all relevant regulatory policies and control strategies
- Involve in the whole sales cycle from pre-sales, sales, onboarding and after sales training & daily supports for new/ existing clients
- Be engaged in client meeting, which will involve diving into the specifics of new assets, protocols & functions and determine feasibility and scope of integration difficulty before escalating the demand to development team
- Assist and guild clients for onboarding KYC process, provide training afterward
- Identify market new trend, maximize pre-sales impact and influence product priorities
- Coordinate and orchestrate blockchain integrations for Custody with development team
- Kick off initial discussions around integration timeline and custom product needs, as well as help set expectations on scope and pricing
- Identify areas for improvement and communicate these issues and possible solutions with product teams and upper management
- Serve as a sales support for institutional custodian solution, highly perform technical presentation for digital asset custody functionality

**Requirements**:

- Degree and above
- Min 5 years of experience as a Private Wealth Relationship Manager/ Investment Advisor in a Private or Affluent Banking
- Demonstrate ability to grow market shares, identify priorities, and winning patterns to maximize pre-sales impact
- Highly personable and good listener who can create concise recommendations after listening and assessing potential clients needs
- Sensitive to the rapid change of blockchain & cryptocurrency market & knowledge of blockchain technology is a bonus
- Fluency in English and Mandarin is require

536857

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