Business Development Manager (Financial Services)

Our Client:

Our client is a leading financial services firm with presence across ASIA, and they are seeking a driven and commercially minded Business Development Manager to spearhead new client acquisition for a financial services firm offering a broad range of multi-asset financial products.

This is a hunter-focused sales role, ideal for a proactive business development professional who excels at prospecting, generating leads, converting prospects into clients, and building a strong sales pipeline. The successful candidate will be responsible for acquiring retail investors and high-net-worth (HNW) individuals, introducing relevant financial products and services, and expanding the firm’s client base.

Key Responsibilities:

1. New Client Acquisition & Business Development

• Proactively identify, prospect, and acquire new retail and HNW clients to drive business growth.

• Develop and execute effective client acquisition strategies to expand the firm’s customer base and market presence.

• Generate new leads through cold calling, referrals, networking, industry events, digital channels, and other prospecting activities.

• Build and manage a robust sales pipeline, converting prospects into active clients and achieving assigned acquisition targets.

• Identify potential clients based on their financial interests, investment objectives, and trading preferences.

• Establish new business relationships and explore opportunities to expand the firm’s reach across relevant client segments.

2. Financial Product Promotion

• Introduce the firm’s multi-asset financial products and services, including stocks, foreign exchange (forex), contracts for difference (CFDs), bonds, futures, and investment funds.

• Understand clients’ interests and requirements to facilitate discussions on relevant products and available services, subject to applicable regulatory requirements.

• Communicate product features, trading platform capabilities, and account services clearly and professionally.

• Keep abreast of financial market developments, industry trends, and competitor offerings to support effective business development.

• Coordinate with internal product and support teams to address prospective clients’ enquiries and facilitate the onboarding process.

3. Client Relationship Development

• Establish and develop relationships with prospective retail investors and HNW individuals to support long-term business growth.

• Maintain consistent follow-up with prospects throughout the sales cycle to improve conversion rates.

• Build trust with prospective clients through professional engagement, responsive communication, and a strong understanding of their needs.

• Identify opportunities to deepen client engagement and introduce additional products or services where appropriate.

• Deliver a professional client experience from initial prospecting through account opening and activation.

4. Sales Pipeline & Performance Management

• Maintain an active pipeline of qualified prospects and track progress throughout the acquisition process.

• Monitor sales activities, lead conversion rates, new account openings, and other key performance indicators (KPIs).

• Develop and implement strategies to overcome sales objections, improve prospect conversion, and achieve business targets.

• Prepare regular sales activity reports, pipeline updates, and business development forecasts.

• Work independently to prioritise prospecting activities and manage time effectively in a target-driven environment.

Requirements:

• Bachelor’s degree or equivalent qualification; a background in business, finance, economics, or a related discipline is advantageous.

• Relevant experience in business development, sales, client acquisition, or relationship management within financial services, brokerage, wealth management, or a related industry.

• Demonstrated ability to prospect for new clients, generate leads, develop sales pipelines, and convert prospects into customers.

• Strong hunter mentality, with the drive and resilience to pursue new business opportunities and achieve sales targets.

• Familiarity with multi-asset financial products, such as stocks, forex, CFDs, bonds, futures, and funds.

• Experience engaging retail investors or HNW individuals is an advantage.

• Excellent communication, negotiation, presentation, and interpersonal skills.

• Self-motivated, resourceful, and comfortable working independently in a fast-paced, target-driven environment.

• Strong organisational skills, with the ability to manage multiple prospects and sales opportunities simultaneously.

EA Licence No: 23S1615

Tagged as: Pipeline Management