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Business Development Manager (Wealth Management)

Salary undisclosed

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Company Description

Pinnacle Consult, established by a team of seasoned ex-bankers, provides global estate planning and asset structuring solutions in Singapore. We specialize in setting up trusts and family funds to help clients organize their assets efficiently for future generations with tax benefits and safeguards in place. Our customized services cater to individuals and families, working with professionals and institutions worldwide. Our commitment to personalized service has enabled us to grow and gain the trust of our clients.

Role Description

This is a full-time hybrid role for a Business Development Manager in Wealth Management. The position is based in Singapore with some flexibility for working from home. The Business Development Manager will be responsible for identifying new business opportunities, building and maintaining client relationships, and developing strategies to grow the wealth management segment. Day-to-day tasks include market research, preparing proposals, networking with potential clients, and collaborating with internal teams to enhance service offerings.

Qualifications

  • Experience in business development, client relationship management, and wealth management
  • Knowledge of estate planning and asset structuring solutions
  • Strong analytical and research skills
  • Excellent communication and presentation skills
  • Ability to work independently and as part of a team
  • Proven track record in meeting business targets and achieving growth
  • Experience in the financial services industry is essential
  • Bachelor's degree in Finance, Business Administration, or related field

Company Description

Pinnacle Consult, established by a team of seasoned ex-bankers, provides global estate planning and asset structuring solutions in Singapore. We specialize in setting up trusts and family funds to help clients organize their assets efficiently for future generations with tax benefits and safeguards in place. Our customized services cater to individuals and families, working with professionals and institutions worldwide. Our commitment to personalized service has enabled us to grow and gain the trust of our clients.

Role Description

This is a full-time hybrid role for a Business Development Manager in Wealth Management. The position is based in Singapore with some flexibility for working from home. The Business Development Manager will be responsible for identifying new business opportunities, building and maintaining client relationships, and developing strategies to grow the wealth management segment. Day-to-day tasks include market research, preparing proposals, networking with potential clients, and collaborating with internal teams to enhance service offerings.

Qualifications

  • Experience in business development, client relationship management, and wealth management
  • Knowledge of estate planning and asset structuring solutions
  • Strong analytical and research skills
  • Excellent communication and presentation skills
  • Ability to work independently and as part of a team
  • Proven track record in meeting business targets and achieving growth
  • Experience in the financial services industry is essential
  • Bachelor's degree in Finance, Business Administration, or related field