Total 3 Director/C-Level Business Management / Project / Planning job vacancies

Are you an experienced relationship manager ready for your next career move?

Perhaps you have built strong client relationships but are looking for:

A better growth environment

More recognition for your efforts

Greater career ownership

A platform where your experience is valued

Our client is seeking experienced professionals to join a dynamic financial services team.

Key Responsibilities

• Manage and grow a portfolio of high-quality client relationships
• Provide personalised financial strategies based on clients’ goals and priorities
• Identify new business opportunities through existing networks and referrals
• Strengthen client engagement and long-term partnerships
• Contribute to business growth initiatives and team development
• Support junior team members through knowledge sharing and collaboration

Requirements

• Minimum 3–4 years of experience in banking, financial services, wealth management, or client advisory
• Proven experience managing client relationships and business growth
• Strong communication and consultative selling skills
• Diploma / Degree holder
• Self-motivated with a strong professional mindset

What You Can Expect

✨ A platform that values your experience

✨ Greater autonomy in managing client relationships

✨ Career progression opportunities

✨ Professional development and leadership exposure

✨ Attractive rewards aligned with performance

The successful candidate will work in a business tax team, focusing predominantly on the provision of tax advisory services to clients in the Financial Services sector. Responsibilities will include assisting with tax research, assisting with the preparation of tax advice, preparation of proposals and presentations and liaising with other internal teams and Deloitte offices on tax matters. Experienced candidate will be involved in providing FATCA and CRS advisory and reporting services for a mixed portfolio of clients in Singapore and the region. The candidate would also be involved in developing new businesses with potential clients in their course of work.

Qualifications and Education Requirements:

· Bachelor's degree in Accounting, Finance or other business-related field, with a Professional Qualification as recognized by ISCA; An SCTP accreditation would be an added advantage.

· You should have minimum 8 years of business tax experience and proven track record in business development, preferably with an international accounting or legal firm;

· Strong written and verbal communication skills;

· Has an analytical mind and meticulous;

· Ability to work under tight deadlines; and

Experience with FATCA and CRS is preferred for experienced candidates.

Job Description

Responsibilities:

1. Recruitment and Networking

• Reaching out to existing adviser network to bring in qualified and productive advisers to the Company

• Interview candidates referred by the Business Development Managers for the above purpose

2. Business Development Leadership & Strategy

• Lead and develop the Business Development function to support agency growth and productivity improvement.

• Establish structured engagement frameworks with T2/T3 managers to drive consistent business performance and professional conduct.

• Translate organisational growth priorities into practical and executable initiatives for agency adoption.

• Monitor adoption and effectiveness of BD initiatives and refine execution approaches as required.

3. Manager Engagement & Field Execution Oversight

• Engage, influence & support managers in driving sustainable production growth through structured activity and pipeline management.

• Drive professionalism and responsible sales behaviours across managers and representatives.

• Identify early signals relating to productivity, conduct, or execution risks and work with relevant functions to correct them.

• Provide regular feedback to management on field execution effectiveness and emerging risks.

• Partner Training & Products teams to address behavioural and competency gaps observed in the field.

4. Campaign, Events & Marketing Execution Oversight

• Oversee execution of campaigns, events and marketing initiatives to ensure effective field adoption.

• Ensure initiatives align with governance standards and avoid inappropriate or aggressive sales positioning.

5. Stakeholder Collaboration & Reporting

• Work closely with various functional heads & key stakeholders to align business initiatives with competency and advisory standards.

• Provide management reporting on agency engagement, execution discipline, and initiative effectiveness.

• Support transformation and improvement efforts relating to distribution professionalism and standards uplift.

Requirements:

• Minimum 10 years of experience in life insurance or financial advisory distribution, with significant exposure to agency or channel management.

• Proven track record in engaging and influencing agency leaders to drive performance and behavioural improvements.

• Strong understanding of activity management and agency productivity drivers.

• Good appreciation of regulatory and compliance expectations within advisory or insurance distribution environments.

• Strong stakeholder management and leadership capability.

Benefits:

• Working together with a team

• Group Employee benefits

• Enjoy a fair work- life balance

• Monday to Friday 9.00am to 6.00pm working hours

We are Singapore’s pioneer financial advisory firm that has been in the industry since 1986. We deal with a variety of platforms – Financial Planning, Investments, Life Insurance, General Insurance, and Group Employee Benefits. Being independent, we also offer a variety of products and services that are of best value and best suited for our clients’ total financial needs.

We are looking for a Director, Business Development to lead the business development unit and promote growth in business and number of advisers through various engagements.