Fund (DPM) Sales - Financial Institution

Singapore Permanent SG$10,000 - SG$12,000 per month (SG$120,000 - SG$144,000 per year) View Job Description
This role entails targeting High Net Worth Individuals, Clubs, Associations, and Societies for the marketing of in-house Discretionary Portfolio Management (DPM) products.
  • Flat and conducive work environment
  • Stable and reputable organisation

About Our Client

Our client is a well known and established Financial Brokerage firm. They are looking to hire an experienced salesperson to increase the AUM of the firm's in-house Discretionary Portfolio Management (DPM) products by marketing to High Net Worth Individuals, Clubs, Associations, and Societies.

Job Description

  • Market and distribute Model Portfolios to affluent individuals, family offices, associations, and corporate clients
  • Work closely with sale advisers to position Model Portfolios as core portfolio solutions
  • Conduct client presentations and product briefings to explain portfolio construction, risk profiles, and investment rationale
  • Develop new client opportunities and deepen existing relationships
  • Collaborate with investment and product teams to provide holistic wealth solutions to clients

The Successful Applicant

  • Degree in Finance, Business, or a related discipline
  • 8 or more years of relevant experience in wealth management sales or asset management
  • Proven sales background with a strong record in client acquisition and relationship management
  • Comfortable with proactive prospecting and cold calling
  • Ability to explain investment ideas clearly to non-specialist clients
  • Working knowledge of asset allocation, diversification, and portfolio risk concepts

What's on Offer

  • Competitive remuneration package: Base salary + Commissions + Variable Bonus
  • Established and reputable brand and platform
  • Support and direction from Senior Management
Contact
Sam Lin (Lic No: R22105925 / EA No.: 18S9099)
Quote job ref
JN-012026-6924485
Phone number
+65 6541 9949

Job summary

Function
Banking & Financial Services
Specialisation
Sales & Trading
What is your area of specialisation?
Financial Services
Location
Singapore
Contract Type
Permanent
Consultant name
Sam Lin (Lic No: R22105925 / EA No.: 18S9099)
Consultant contact
+65 6541 9949
Job Reference
JN-012026-6924485

Diversity & Inclusion at Michael Page

We don't just accept difference - we celebrate it. We encourage applicants from all backgrounds to apply for this role and are committed to building inclusive, diverse workplaces where everyone can thrive. If you require any support or reasonable adjustments during the recruitment process, please let us know.