Business Development Executive (Private Wealth Services)
FINEXIS ADVISORY PTE. LTD.
Singapore, SG
Not specified (assumed to be hybrid or onsite based on industry standards).
High-net-worth client acquisition
Private wealth management experience
Customized financial plan preparation
FINEXIS ADVISORY PTE. LTD. is seeking a Business Development Executive for its Private Wealth Services, aimed at building relationships with high-net-worth clients. The ideal candidate should have a solid background in business development, particularly in wealth management, and possess strong communication skills in English and Mandarin
Job Summary
The company is the largest independently-owned financial advisory firm in Singapore with over $1 billion in assets under advisory.
The role involves identifying new business pipelines within the High-Net-Worth sector and acting as a primary relationship manager.
Candidates must possess strong communication skills and fluency in both Mandarin and English to serve Chinese-speaking clients.
Matching Summary
Match Score: 85
FINEXIS ADVISORY PTE. LTD. is seeking a Business Development Executive for its Private Wealth Services, aimed at building relationships with high-net-worth clients. The ideal candidate should have a solid background in business development, particularly in wealth management, and possess strong communication skills in English and Mandarin.
Skills & Requirements
Must-have
High-Net-Worth client acquisition
Private wealth management experience
Customized financial plan preparation
Client relationship management
Sales administrative oversight
Nice-to-have
Innovative business development planning
Process improvement mindset
Strong negotiation skills
Malay language proficiency
Deep industry trend knowledge
Key Requirements
Diploma or Degree in business, finance, or marketing
Experience in business development and product marketing