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Business Development Manager (BigFundr)
Location: Singapore
Department: Sales & Business Development
Reporting To: Head of Sales / Chief Executive Officer
Employment Type: Full-time
About the Role
We are looking for a driven, commercially minded and relationship-oriented Business
Development Manager to join our growing financial services business.
The successful candidate will be responsible for acquiring new clients, developing and
managing client relationships, and growing the company’s investment client base and
assets under management.
This is a highly client-facing role suited to someone who is confident in building
relationships, has strong business development capabilities and is comfortable engaging
investors, high-net-worth individuals, family offices, professional intermediaries and other
strategic partners.
The role will involve a combination of direct client acquisition, networking, referrals,
events, partnerships and relationship management. The candidate is expected to be
proactive in identifying opportunities and converting prospects into long-term clients.
All client acquisition and engagement activities must be conducted in accordance with the
company’s internal policies and applicable regulatory and compliance requirements.
Key Responsibilities
1. Client Acquisition & Business Development
• Develop and execute strategies to acquire new clients and grow the company's
investor/client base.
• Identify and build relationships with prospective clients through:
o Personal and professional networks
o Referrals
o Networking and industry events
o Client seminars and appreciation events
o Strategic partnerships
o Professional introducers and intermediaries
• Proactively generate and qualify new leads and manage the sales pipeline from initial
contact through conversion.
• Conduct meetings and presentations with prospective clients to understand their
objectives and introduce suitable company products and services.
• Follow up systematically with prospects to maximise conversion rates.
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• Build a strong pipeline of prospective clients and maintain accurate records in the
company's CRM system.
• Achieve agreed monthly and annual targets for new clients, funds raised / AUM and
revenue contribution.
2. Client Relationship Management
• Establish and maintain strong, long-term relationships with existing clients.
• Act as a key point of contact for clients and ensure a high level of service throughout
the client lifecycle.
• Understand clients' needs, investment preferences and relationship history.
• Maintain regular communication with clients and keep them updated on relevant
company developments and opportunities.
• Proactively engage existing clients for repeat investments, reinvestments and
referrals, where appropriate.
• Identify opportunities to deepen relationships and increase client wallet share.
• Work closely with the Operations, Marketing, Compliance and Investment/Portfolio
teams to ensure a seamless client experience.
3. Investor / Client Conversion
• Develop a structured approach to converting leads into clients.
• Understand and communicate the company's value proposition clearly and
professionally.
• Address client questions and concerns in a timely and credible manner.
• Coordinate with internal teams on onboarding, documentation, KYC/AML and
account opening processes.
• Track conversion rates and identify areas for improvement across the sales funnel.
• Maintain a high level of professionalism and transparency throughout the sales
process.
4. Referral & Partnership Development
• Develop relationships with potential referral sources and strategic partners, including:
o Professional advisers / IFAs
o Family offices /EAMs
o Corporate networks
o Industry associations
o Accountants
o Lawyers
o Property professionals
o Other relevant professional and business networks
• Establish mutually beneficial referral and partnership arrangements within the
company's approved framework.
• Develop new channels for client acquisition beyond traditional direct sales.
• Monitor the effectiveness of each acquisition channel and focus resources on the
highest-performing channels.
5. Events & Client Engagement
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• Support and participate in investor/client appreciation events, seminars, networking
sessions and other business development activities.
• Develop opportunities to meet prospective clients through events and
community/networking activities.
• Follow up with event attendees and convert qualified prospects into clients.
• Assist the Marketing team in developing client engagement initiatives and campaigns.
• Represent the company professionally at external events and industry functions.
6. Market Intelligence & Business Development
• Monitor market trends, competitor activities and developments within the financial
services and investment sectors.
• Provide feedback to management on client sentiment, market demand and competitor
offerings.
• Identify new business opportunities and potential client segments.
• Recommend new acquisition channels, campaigns and partnership opportunities.
• Provide regular updates to management on sales pipeline, conversion performance
and market opportunities.
7. Client Retention & Reinvestment
• Develop strategies to improve client retention and repeat investment rates.
• Maintain regular engagement with existing clients, particularly around maturity,
reinvestment and new investment opportunities.
• Identify clients who may be suitable for additional products or investment
opportunities, subject to applicable requirements.
• Encourage satisfied clients to introduce suitable friends, family members and business
contacts to the company.
8. Compliance & Conduct
• Ensure all client acquisition and communication activities comply with company
policies, procedures and applicable laws and regulations.
• Observe all KYC, AML/CFT, suitability, disclosure and client communication
requirements applicable to the role.
• Use only company-approved marketing materials and product information when
communicating with clients and prospects.
• Do not make unauthorised representations, guarantees or promises regarding
investment performance or returns.
• Escalate client complaints, potential compliance issues or unusual activities promptly
to the relevant internal functions.
• Maintain strict confidentiality over client information and company information.
- Business Development Manager (BigFundr)
- About the Role
- Key Responsibilities
- 1. Client Acquisition & Business Development
- 2. Client Relationship Management
- 3. Investor / Client Conversion
- 4. Referral & Partnership Development
- 5. Events & Client Engagement
- 6. Market Intelligence & Business Development
- 7. Client Retention & Reinvestment
- 8. Compliance & Conduct