Sales Manager

You will manage and deepen relationships with institutional and high-net-worth investors. You will maintain CRM and conversion data, execute business development initiatives, prepare deal materials, support investor-platform improvements, ensure relevant regulatory compliance, and plan client events, roundtables, and conferences.

Responsibilities

• Deliver client service and manage investor relationships
• Drive engagement with high-net-worth individuals, family offices, and institutional investors
• Ensure client dealings comply with MAS, KYC, AML, and accredited-investor requirements
• Maintain, analyse, and optimise client conversion pipelines and CRM metrics
• Execute business development initiatives and expand investor reach
• Prepare marketing decks, presentations, DDQs, and investment memorandums
• Support investor-platform user-experience workflows and feature enhancements
• Plan and execute client events, roundtables, and conferences

Requirements

• Bachelor’s degree in Business, Finance, Economics, or a related discipline
• At least 10 years of relevant experience in wealth management, private banking, investor relations, or financial services
• Exceptional written and verbal communication skills for C-suite and high-net-worth interactions
• Experience managing pitch decks, compliance DDQs, and client datasets