Actively identify, approach and develop new clients and referral sources in Singapore and the region.
Build a strong pipeline of qualified prospects through direct outreach, networking, referrals, market research, events and professional relationships.
Target relevant client segments, including:
High-net-worth and ultra-high-net-worth individuals
Family offices
Private banks and external asset managers
Wealth managers and investment advisers
Corporate clients
Trustees, fiduciaries, lawyers, tax advisers and other professional intermediaries
Investment migration firms and referral partners
Bullion, jewellery, trading and commodity-related clients
Digital asset / crypto-related clients seeking physical precious metals exposure
Create opportunities from scratch and follow them through until onboarding, transaction execution and repeat business.
Meet or exceed agreed targets for new clients, revenue, margin, transaction volume and pipeline development.
Promote and sell the company’s physical precious metals services, including buying, selling, storage, transportation, trading and related solutions.
Present the company’s services clearly and persuasively to prospective clients and partners.
Prepare and deliver proposals, quotations, presentations and follow-up materials.
Negotiate commercial terms and close transactions while maintaining the company’s standards, margins and reputation.
Develop repeat business from newly acquired clients.
Maintain an active and well-documented sales pipeline.
Track all prospects, meetings, proposals, follow-ups, next steps and expected transaction values.
Provide regular pipeline updates to senior management.
Follow up consistently and professionally with prospects, clients and referral partners.
Ensure that promising leads are not lost due to lack of follow-up or unclear ownership.
Use CRM or other company systems to keep sales activity current and transparent.
Build trusted relationships with clients, prospects and professional introducers.
Understand each client’s needs, including investment objectives, storage preferences, confidentiality requirements, logistics needs and risk considerations.
Work with clients from initial contact through onboarding, transaction execution and ongoing relationship development.
Develop long-term relationships while remaining focused on new revenue generation.
Identify cross-selling opportunities across the company’s services.
Represent the company at relevant industry events, conferences, private wealth forums, networking events and professional gatherings.
Build visibility for J. Rotbart & Co. in Singapore’s private wealth, family office, precious metals and alternative investment communities.
Develop a strong personal network that can generate consistent business opportunities.
Monitor competitor activity, market trends and client demand, and share useful insights with senior management.
Work closely with Client Service, Trading, Logistics, Compliance, Finance and Operations to ensure smooth onboarding and execution of client transactions.
Ensure that client expectations are properly communicated internally.
Support the company’s compliance and onboarding requirements by collecting relevant client information and coordinating with the Compliance team.
Ensure commercial opportunities are pursued without compromising regulatory, compliance or operational standards.
Coordinate internally to deliver a high-quality client experience.
Minimum 5 years of experience in sales, business development, private wealth, financial services, commodities, precious metals, investment products, wealth management, banking, brokerage, trading, family office services or related sectors.
Proven track record of generating new business and achieving sales targets.
Experience selling to high-net-worth individuals, family offices, private investors, corporate clients or professional intermediaries.
Demonstrated ability to build a pipeline, initiate outreach, develop relationships and close commercial opportunities.
Existing network in Singapore’s private wealth, family office, investment, finance, commodity or professional services sectors is highly desirable.
Knowledge of physical precious metals, including gold, silver, platinum and palladium.
Experience with alternative assets, wealth preservation, private client solutions, commodities, trading or investment products.
Understanding of client onboarding, KYC, AML and compliance requirements in financial or precious metals-related businesses.
Experience working with cross-border clients and multi-jurisdictional transactions.
The ideal candidate should be:
Kindly submit your resume directly to [email protected]
Copyright © 2026 Grabjobs Pte.Ltd. All Rights Reserved.