Private Client Acquisition Director

About the role

An established international financial services organisation is strengthening its private client acquisition capability in Singapore. This is a highly commercial, telephone-led role for an accomplished sales professional who engages prospects by phone, builds trust quickly and converts qualified opportunities into long-term relationships. Qualified prospects are generated by the business, so candidates focus on engagement, follow-up and conversion.

Key responsibilities

• Engage qualified prospects through high-quality telephone conversations, structured follow-up and virtual or face-to-face meetings.
• Understand each prospect's financial objectives, priorities and decision-making criteria.
• Present the organisation's private client proposition clearly, confidently and compliantly.
• Build credibility and trust with affluent, high-net-worth and accredited investors.
• Manage prospects through a structured sales process from initial engagement to client conversion.
• Maintain consistent activity levels, accurate pipeline information and disciplined follow-up.
• Handle objections professionally and keep prospects engaged through longer decision cycles.
• Work with marketing, investment, compliance and client-service teams to deliver a professional client journey.
• Achieve clearly defined client-acquisition, conversion and commercial targets.

Required profile

• Proven experience in telesales, telephone-based relationship management, client acquisition or new business development in financial services or insurance.
• Ideally 5+ years of relevant experience; existing CMFAS qualifications are advantageous but not essential.
• Record of converting qualified prospects into clients, policies, accounts or long-term financial relationships.
• Comfortable speaking with affluent and senior individuals and explaining financial concepts without excessive technical language.
• Willing to obtain and maintain all licensing, representative and regulatory requirements needed for regulated activities; Singapore-based candidates with the right to work are prioritised.

Required skills

• High-volume telephone engagement with a consultative, client-focused approach.
• Strong objection handling, follow-up and closing skills.
• Ability to work in a performance-led environment with measurable activity, conversion and revenue expectations.

What we offer

• Competitive base salary plus performance-related commission.
• Dedicated specialist teams supporting investment management, portfolio construction and client servicing.
• No requirement to bring clients from your current employer.