Sales Relationship Manager
About the company
The Privé platform is an operating system for investment managers. It brings advanced risk analytics together with portfolio management, trading and operational tools in one platform, helping clients make informed decisions, manage risk effectively, streamline trading and scale their operations. Privé Technologies is known for top-tier solutions and continuous product innovation.
Privé shares a common mission with its clients and their communities: to empower more individuals to achieve financial well-being.
Your tasks
You will need to understand each client's business, spot where Privé's technology can add more value, and build long-term commercial partnerships. A consultative, proactive approach to client engagement is central to how Privé works. The ideal candidate is client-centric, has excellent relationship management skills, and has a proven record of driving commercial growth through consultative selling and proactive account management.
Client Relationship Management & Account Development
- Build and strengthen long-term relationships with existing clients and key stakeholders, including senior executive decision-makers, across the wealth management and financial services industry.
- Serve as a primary commercial point of contact for your assigned accounts. Engage with them regularly and keep a clear view of how their business needs are changing.
- Develop account strategies that raise client satisfaction and retention and open up long-term partnership opportunities.
- Hold regular client meetings and business reviews to assess needs, gather feedback and find new areas to work together.
- Support contract renewals, commercial discussions and ongoing account development.
Sales & New Business Development
- Find and pursue upsell and cross-sell opportunities that expand the use of Privé's technology solutions within existing accounts.
- Develop and carry out an account and sales strategy to grow the Privé platform's presence in major financial institutions.
- Generate new business through industry networks, referrals, strategic partnerships and proactive outreach, and work with Privé's partners to find and develop new opportunities.
- Run the full sales process, from prospecting and lead generation through client presentations, proposals, commercial negotiation and contract closure. Keep standards high throughout complex, multi-stakeholder sales cycles.
- Use your understanding of each client's challenges, motivations and product interests to recommend the right Privé solutions and deliver compelling, consultative presentations.
- Build and maintain a healthy sales pipeline and work towards individual revenue and account growth targets.
Internal Collaboration & Client Success
- Work closely with the Product, Implementation and Customer Success teams to support smooth client onboarding, solution delivery and ongoing relationship management.
- Coordinate internal resources to meet client requirements, resolve commercial concerns and make sure clients have a positive experience overall.
- Gather market intelligence, client feedback and industry insights. Share them with the product and leadership teams to help shape Privé's products, roadmap and business development initiatives.
- Keep client records, sales activity, pipeline updates and revenue forecasts accurate in the internal CRM and reporting tools.
Requirements
Role Overview Privé Technologies is looking for a motivated, experienced Relationship Manager to manage and grow client relationships in the wealth management and financial technology industry.
Requirements & Experience
- 5+ years of relevant experience in relationship management, account management, business development or B2B enterprise sales, preferably in financial technology, wealth management, banking or financial services.
- Experience managing institutional clients, particularly private banks, wealth managers, asset managers or other financial institutions.
- A good understanding of wealth management technology, investment platforms, portfolio management solutions or financial software products.
- A track record of developing client relationships, finding commercial opportunities and meeting or exceeding sales and revenue targets.
- Strong communication, presentation and stakeholder management skills.
- Strong negotiation skills, with the ability to use client relationships to achieve commercial outcomes.
- Proactive, client-focused and commercially driven, able to manage multiple accounts and priorities independently.
- Organised, diligent and high-energy, with a commitment to excellence.
- A collaborative team player, comfortable working with cross-functional teams in a fast-paced, international environment.
Nice-to-Haves
- An established professional network in Singapore's financial services or wealth management industry.
- Existing relationships with senior managers at financial institutions.
- Experience selling wealth, investment or risk management technology to financial institutions.
What we offer
- A competitive base salary plus a performance-based sales commission structure.
- Access to the company's broader benefits programmes, in line with local market standards.
- The chance to help financial institutions use innovative wealth management technology, as part of a firm known for continuous product innovation.
How to apply
If you are passionate about financial technology, building meaningful client relationships and helping financial institutions get more from innovative wealth management solutions, we would love to hear from you.
Please send your application to talents@privetechnologies.com.
Other
Based in Singapore, you will build and maintain strong relationships with existing and prospective clients across Singapore and Southeast Asia. These include private banks, wealth managers, consumer banking businesses, financial institutions and other financial services providers. You will join an established team focused on sales growth. The job has two sides: getting the most out of Privé's existing client network, and winning new business.