Sales/Acquisition Relationship Manager

• About the company

At BIGFUNDR, our work enriches the lives of both our investors and developers and helps them meet their financial objectives and needs. Backed by an SGX-listed group, we harbor big, bold ambitions to disrupt and reshape the investment industry by introducing class-leading financial instruments that serve as meaningful alternatives to traditional bank deposits. As a MAS-licensed online peer-to-business Fintech lending platform that offers real-estate backed loans for investors to lend to property developers, our platform allows retail, accredited, and institutional investors to access property-backed debt opportunities conveniently and affordably in global markets such as Australia and Singapore.

Who we are looking for

A dynamic and passionate individual who believes in our purpose and loves what we do, and BE THE CHANGE! If you are a growth-oriented and motivated self-starter who relishes working in a 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

Client Acquisition & 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.

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.

• Report any suspicious transactions or activities to the Transaction Monitoring Unit (TMU).

Requirements:

• 3-5 years 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.