Singapore, Singapore · On-site
• Win new clients. Identify and engage family offices, EAMs, MFOs, and UHNW principals globally. Turn conversations into demos, demos into pilots, pilots into long-term clients. • Own the full cycle. From first meeting t…
Skills: Business Development, Wealth Management, Client Acquisition, Pipeline Management, SaaS Sales
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Identify and engage global family offices and wealth managers to convert prospects into long-term clients. Manage the full sales cycle from initial meeting to signed contract while acting as a trusted advisor on data aggregation solutions.
Requires 3+ years of client-facing experience in wealth management or financial services and fluency in both English and Mandarin. Candidates should possess an entrepreneurial mindset and a network within the wealth ecosystem.
Must have:
Great to have:
Wealth platform for private banks, family offices and external asset managers across Asia.
Canopy (https://canopy.cloud) is a Singapore-headquartered WealthTech platformbuilt for private banks, family offices, and external asset managers. Through account aggregation, portfolio analytics, and client reporting, we help wealth professionals see every asset across every custodian in one place. With clients and teams spanning Singapore, Hong Kong, the Middle East, and Europe, Canopy is built for Asia's major wealth hubs and supports the region's languages natively.
Offices: 51 Bras Basah Road, Singapore, 189554, SG · 88 Connaught Road Central, Central, HK
Wealth platform for private banks, family offices and external asset managers across Asia.
Canopy (https://canopy.cloud) is a Singapore-headquartered WealthTech platformbuilt for private banks, family offices, and external asset managers. Through account aggregation, portfolio analytics, and client reporting, we help wealth professionals see every asset across every custodian in one place. With clients and teams spanning Singapore, Hong Kong, the Middle East, and Europe, Canopy is built for Asia's major wealth hubs and supports the region's languages natively.
Offices: 51 Bras Basah Road, Singapore, 189554, SG · 88 Connaught Road Central, Central, HK
