商务拓展经理 / Business Development Manager

Focus on acquiring new high-net-worth individuals, institutional clients, and strategic partners to drive significant net new money inflows.

Own the end-to-end business development cycle, from sourcing and needs assessment to solution delivery and fund onboarding.

Collaborate with internal product, investment, and trading teams to structure tailored wealth and investment solutions.

Build and maintain a strong external network, including FAs, EAMs, family offices, entrepreneurs, and distribution partners.

Actively manage and review the sales pipeline to ensure sustainable and predictable net new money growth.

Support strategic initiatives and key projects aligned with the firm’s long-term growth objectives.

Minimum 5 years of experience in wealth management, institutional sales, or financial business development, with a proven NNM track record.

Strong ability to originate and convert high-value client relationships.

Solid understanding of asset allocation and a broad range of investment products; able to leverage internal expertise for solution delivery.

Highly results-driven, resilient under pressure, and motivated by clear numerical targets.

Strong professional ethics and compliance awareness.