Sales Manager, Strategic Accounts (BDM)
Must-have:Lead
Job Summary
Lead the development and execution of sales strategies to acquire, grow, and retain strategic accounts. Build strong client relationships, identify new business opportunities, and collaborate cross-functionally to drive profitable business growth in wealth management and investment advisory.
Responsibilities
- Develop and execute sales strategies to acquire, grow, and retain strategic and key accounts
- Identify new business opportunities and build a robust sales pipeline through networking, referrals, cold calling, and market research
- Build and maintain long-term relationships with key decision-makers and stakeholders to support client retention and growth
- Analyze clients’ business needs and propose suitable products, solutions, and commercial proposals to meet those needs
- Prepare detailed quotations, presentations, tender submissions, and sales proposals to support client acquisition
- Negotiate pricing, contract terms, and service agreements to achieve profitable business growth
- Collaborate closely with internal teams including Operations, Marketing, Finance, and Customer Service to ensure smooth onboarding and service delivery
- Monitor account performance, sales targets, customer feedback, and market trends to inform strategic adjustments
- Prepare regular sales forecasts, activity reports, and account plans for management review
- Resolve client issues promptly and identify opportunities for cross-selling and upselling to maximize revenue
- Represent the company at client meetings, networking events, and industry exhibitions as required
Preferred competencies and qualifications
- Bachelor’s degree in Finance, Economics, Business, or related field
- MBA, CFA, or CFP certification preferred
- Minimum of 8 years’ experience in wealth management, business consulting, or investment advisory, preferably in Southeast Asia
- Demonstrated success in sales leadership, client acquisition, and regional business development
- Strong understanding of cross-border wealth planning and financial regulations across Asia
- Proficiency in business and wealth consulting, sales strategy and execution, client relationship management, cross-border wealth planning, investment advisory, portfolio structuring, strategic partnerships, channel development, regulatory compliance (MAS, CRS, FATCA), and team leadership with performance coaching