Senior Investment Client Acquisition (Capital Markets)

About CapBridge

CapBridge, a member of FOMO Group, is a leading digital investment platform headquartered in Singapore. As a Capital Markets Services licensee, CapBridge is regulated by the Monetary Authority of Singapore (MAS) to offer top-tier funds, digital asset funds, stocks, bonds, equities, and insurance products. It provides mass affluent, HNWIs, and institutional clients with seamless access to both private and public markets, meeting clients' diverse asset allocation needs.

For more information, please visit www.capbridge.sg.

Roles & Responsibilities

• Investor Client Conversion and Acquisition: Identify and convert existing client base and seek new clients and business opportunities. Primarily responsible for Investor client acquisition for Corporate and Individual investors
• Lead Nurturing: Cultivate relationships with current investor leads and convert them into investment clients
• Relationship Management: Develop and maintain strong relationships with key stakeholders and clients. Conduct client meetings to understand their needs, propose various products to meet needs and develop opportunities
• Sales and Revenue Growth: Drive sales efforts to meet revenue targets. Develop and manage sales pipelines, ensuring timely follow-ups and conversions. Prepare and present proposals and pitches to prospective clients
• Compliance: Ensure all activities comply with regulatory requirements (Dealing in CIP, Financial advisory and Insurance licenses)

Requirements

• Hunter profile with sales experience in private banking/wealth management/relationship management, such as private banker, premier banker, relationship manager, etc
• Minimum 5 years of relevant experience, with a demonstrable track record in fundraising and/or asset management involving at least US$100 million in aggregate capital or AUM.
• Existing network of HNW / UHNWI clients and strong client connectivity in Singapore and the region;
• Tech-savvy with high degree of comfort in using leveraging digital tools such as CRM to drive investor onboarding, investor queries, book-building to deal execution
• Excellent interpersonal communication skills
• Highly motivated, independent self-starter and team player who is able to work in a fast-paced entrepreneurial environment that is continually changing
• Knowledgeable in investment products, insurance, wealth solutions and Web3 related topics
• Bilingual proficiency in English and Mandarin is required to communicate with our local and regional investors and partners