Job Title: BUSINESS DEVELOPMENT (BD) DIRECTOR
Department: BUSINESS DEVELOPMENT/COMMERCIAL
Location: SINGAPORE
Reporting to: GLOBAL HEAD OF BUSINESS DEVELOPMENT – PRIVATE CLIENTS
Purpose of the Job
Ocorian’s Private Client BD team builds and manages relationships with HNW, UNW individuals and Family Offices as well as intermediaries and other third parties. All BD activity aligns with Ocorian’s objectives, values and policies and is compliant with external regulatory requirements.
The Private Client BD Director (Singapore) is a senior, strategic position responsible for generating new business and revenue across Singapore and wider APAC market working closely with the Private Clients, Global Head of BD, Regional Head, client facing teams and the broader Ocorian BD team. The role’s core objective is to identify, develop and implement business development initiatives and campaigns to introduce new clients to Ocorian and cross/up sell to our current client base.
The successful candidate will be based in Singapore, is a self-starter with a mature and established intermediary network as well as direct client relationships with potential new business opportunities.
Main Responsibilities
BD activity
- Identify and target attractive Private Client market and client segments in Private Clients buying hubs, specifically Singapore (but also wider APAC region), focusing on long-term client relationships and profitable revenue generation
- Develop and implement cross-sell initiatives across all Ocorian service lines to drive new sales from existing clients and increase revenue within the Private Client base
- Develop and manage Private Client intermediary and third-party service provider relationships to increase referrals
- Advise on strategic initiatives including product development and acquisitions, as required
BD targets and pipeline management
- Achieve and exceed personal BD targets
- Manage opportunities from inception through the sales cycle to onboarding and won-live
- Maintain BD pipeline information, call reports, proposal templates, service / fee proposals and related financial analysis
- Ensure that the Salesforce CRM system is updated with all contact and activity data
Market profile
- Build Ocorian’s market position to generate quality sales leads via:
- Attendance and participation at industry events
- Ocorian hosted events
- Thought leadership articles, press releases, client newsletters etc
