Relationship Director - Private Client

Overview

We are seeking a Relationship Director dedicated to acquiring high-net-worth clients for a privately held multi-billion-dollar global investment firm. This full-time position offers remote work flexibility, focusing entirely on business development with no cold calling, as qualified lead flow is provided. The role involves managing a local territory primarily within driving distance.

Key Responsibilities

• Engage with qualified leads generated by the firm's marketing team
• Connect with high-net-worth prospective clients to assess their financial objectives and recommend wealth management solutions
• Educate potential clients about the firm's comprehensive investment offerings

Compensation and Benefits

• Competitive base salary combined with milestone-based bonuses
• Commission paid upon successful deposit of client funds into accounts
• Inclusive medical benefits covering employees and their dependents
• Wellness programs supported by the employer, including counseling and coaching services
• Support for family-building and caregiving initiatives
• A collaborative and growth-oriented work environment with opportunities for professional training, development, and employee recognition

Qualifications

• A minimum of seven years of experience in selling financial services to private investors
• Demonstrated multi-year success in acquiring and sustaining relationships with high-net-worth private clients
• Comfort and proficiency with high-volume phone outreach and face-to-face client meetings

Additional Information

The Singapore team is undergoing active expansion, providing strong visibility and opportunities to influence early growth stages. The role reports to the Singapore country lead and benefits from global support teams across marketing and portfolio management areas.