Who we are looking for

A dynamic and passionate individual who believe in our purpose and love what we do, and BE THE CHANGE! If you are a growth-oriented and motivated self-starter who relishes working in fast-paced start-up environment, we would love to speak with you!

Job Purpose

Maximize new business and referral opportunities by acquiring and deepening client relationships while ensuring compliance with regulatory requirements.

Key Responsibilities

ClientAcquisition & Business Development:

• Identify, prospect, and acquire new clients to grow the business.
• Conduct professional and consultative financial analysis to address clients' financial objectives.
• Develop and execute monthly sales plans to exceed sales targets and referrals.
• Organize and conduct sales presentations for groups, clubs, and associations.
• Participate in BigFundr’s investor events, including investment seminars, webinars, and client appreciation dinners

Client Relationship Management:

• Foster and deepen client relationships through regular engagement and market updates.
• Provide high-quality after-sales service, ensuring client satisfaction and retention.
• Manage client anti-attrition and retention strategies to minimize portfolio churn.

Regulatory& Compliance:

• Ensure full compliance with internal policies, regulatory requirements, and anti-money laundering (AML) guidelines.
• Reportany suspicious transactions or activities to the Transaction Monitoring Unit(TMU).

Requirements:

• 3-5years of financial sales experience as a Relationship Manager in a bank, preferably in priority banking.
• Bachelor’s degree in business, Finance, Economics, or a related field.
• Additional certifications in financial advisory or wealth management are a plus.
• CMFAS(Capital Markets and Financial Advisory Services) Certifications:
• CFA(Chartered Financial Analyst) / CFP (Certified Financial Planner) / IBF(Institute of Banking & Finance) Certification – Preferred but not mandatory.
• Proven track record in client acquisition and sales performance.
• Strong knowledge of financial products, investment solutions, and market trends.
• Clean compliance record with required CMFAS certifications.
• Excellent communication, negotiation, and interpersonal skills.
• Sales-driven with a strong ability to meet and exceed targets.
• Ability to work independently and handle a portfolio of high-net-worth clients.
• Strong compliance awareness and ethical sales conduct.