Key Responsibilities:
Sales Strategy and Execution:
- Develop and implement sales strategies of wealth management solutions to penetrate new markets and expand existing client relationships
- Identify and target potential clients, including EAMs, Family Offices, Trust, Private Banking and other financial institutions.
- Achieve sales targets for wealth management solutions through proactive prospecting, lead generation, and closing deals.
- Identify cross-sales and client referral revenue opportunities for other Whale solutions.
Client Relationship Management:
- Build and maintain strong relationships with key decision-makers and stakeholders at wealth management firms/family offices/financial services firms/banks
- Understand client needs and tailor solutions to meet their specific requirements.
- Handle client contracting, onboarding and invoicing in a professional manner
- Address client inquiries and concerns effectively, provide exceptional customer service and support to ensure client satisfaction and retention.
Product Knowledge and Demonstration:
- Conduct product demonstrations, presentations to showcase the benefits and capabilities of our solutions, and negotiations to close deals
- Stay up-to-date with industry trends, competitor activity, and customer needs, to develop strategies to differentiate our offerings
- Provide feedback to the product development team based on client interactions and market insights.
Collaboration and Reporting:
- Collaborate with cross-functional teams, including marketing, business solutions, product, and customer support, to ensure a seamless sales process.
- Prepare and deliver regular sales pipelines, sales reports, forecasts, and performance metrics to management.
- Participate in industry events, conferences, and networking opportunities to enhance brand visibility and generate leads.
Requirements:
Education and Experience:
- Bachelor’s degree
- 5+ years of experience in B2B solution/software/SaaS sales/business development, preferably within the banking or financial technology industry.
- Proven track record of achieving sales targets and revenue growth.
Technical Skills:
- Good understanding of wealth management, data management, trading & execution in the banking sector.
- Knowledge of banking operations and regulatory requirements, preferably Singapore MAS, HK SFC and Dubai DFSA.
Soft Skills:
- Strong communication and interpersonal skills with the ability to build rapport with clients.
- Excellent presentation and negotiation skills.
- Strategic thinker with the ability to identify and pursue new business opportunities.
- Client-centric, self-motivated, entrepreneurial, and results-oriented, with excellent organizational and time management skills.
Preferred Qualifications:
- Familiarity with wealth management markets, prior experiences in Wealth Management/Private Banking/EAM will be a strong bonus
- Networks/contacts with family offices, wealth management firms, financial services firms and banks will be highly desired
