About the role

This is a highly commercial, sales-led opportunity for a Private Client Director to focus on acquiring new private clients and converting qualified investor opportunities. The role is best suited to individuals who enjoy consultative selling, high levels of client engagement, disciplined activity, and building trust with affluent and high-net-worth investors. Qualified prospective client leads are generated by the business, allowing you to focus on relationship building, client education, and conversion. Investment management, portfolio construction, client servicing, and specialist technical support are handled by dedicated teams, so you can focus on sales and new client acquisition.

Key responsibilities

• Engage with prospective affluent, high-net-worth, and accredited investor clients to understand their financial objectives and investment needs
• Convert qualified leads into new client relationships through professional, consultative, and compliant sales conversations
• Present the firm's wealth management proposition clearly and confidently to prospective clients
• Maintain high levels of daily client engagement activity, including phone-based outreach, follow-up, and in-person meetings where appropriate
• Work closely with marketing, investment, compliance, and portfolio support teams to ensure a professional client journey
• Build a strong pipeline of opportunities and manage each prospect through a structured sales process

About you

• Proven experience selling financial services, wealth management, financial advisory, investment, insurance, or related solutions to private clients
• A strong track record of new client acquisition, relationship building, and converting prospects into clients
• Comfortable working in a performance-led environment with clear activity expectations and measurable commercial targets
• Strong communication skills, confidence speaking with affluent and HNW individuals, and the ability to explain financial concepts clearly
• Entrepreneurial, resilient, disciplined, and motivated by both client outcomes and commercial success
• Coachability and willingness to learn the firm's investment philosophy, client proposition, and operating model
• Singapore-based, with Singapore Citizen or Permanent Resident status required
• Ideally 5+ years of relevant financial services sales, advisory, or private client experience
• Existing CMFAS qualifications are advantageous
• Willing and able to obtain and maintain all required MAS / CMFAS licensing or representative requirements before conducting regulated activities

About us

Our client is an established international investment management business now expanding its private client platform in Singapore.