Investment Sales Manager

3 days ago

Singapore SUMMIT PLANNERS CRUSADERS PTE. LTD. Full time

Job Title: Investment Sales Manager
Department: Investment Advisory / Wealth Management / Sales
Location: Singapore
Reports To: Director

Job Summary:
Key Responsibilities:

- Lead, coach, and manage a team of investment sales representatives or advisors to meet and exceed sales and asset growth targets
- Develop and implement sales strategies that align with company goals and market opportunities
- Monitor team performance through KPIs, pipeline management, and regular performance reviews
- Recruit, train, and onboard new sales talent to ensure a high-performing and compliant team
- Provide expert guidance on financial products, portfolio strategies, and regulatory standards
- Build and maintain relationship with high-net-worth and institutional clients, serving as a senior point of contact when needed
- Collaborate with internal departments (e.g., product development, marketing, compliance, research) to support business development initiatives
- Analyze market trends and competitor activity to inform product positioning and sales tactics
- Oversee adherence to all industry regulations (e.g., FINRA, SEC) and internal compliance policies
- Prepare and present regular reports on sales performance, client acquisition, and strategic initiatives to senior leadership

Qualifications:

- Minimum Education of Diploma from Local (Singapore) Polytechnics only or Recognised Degree in any field or equivalent
- 5-8+ years of experience in investment sales, wealth management, or financial advisory roles, with at least 2 years in a leadership capacity
- Qualifications: Relevant financial certifications (CFP, CFA, or equivalent preferred)
- Demonstrated ability to lead and motivate a high-performing sales team
- Strong knowledge of investment products, portfolio construction, risk management, and client advisory services
- Excellent communication, interpersonal, and presentation skills
- High level of professionalism, integrity, and a client-first approach
- Proficiency in CRM systems and sales reporting tools

Preferred Experience:

- Experience working with high-net-worth individuals or institutional clients
- Background in private banking, asset management, or investment firms
- Familiarity with financial planning software and digital wealth platforms
- Existing network of industry contacts and potential clients

Compensation & Benefits:

- Competitive package with attractive commission and performance bonuses
- Career advancement path toward senior leadership roles

Application Instructions:
Please submit your resume and a cover letter highlighting your leadership experience in investment sales and your success in managing sales teams.

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