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:
- 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.
- 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.
- 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.
- 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