Referso Jobs

Lead, Account SE

Salesforce · Posted Nov 10, 2026

Open

New York, New York, United States
$148K–$198K per year
6+ years

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Lead, Account SE

Salesforce · Posted Nov 10, 2026

Open

New York, New York, United States
$148K–$198K per year
6+ years

Apply with Referso

Principal, Client Solutions

Hamilton Lane · Posted Sep 8, 2026

Open

Hong Kong, Hong Kong
Senior
10+ years

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Responsibilities

Drive new business development and deepen client relationships across private banks, bank intermediaries and other wealth platforms in the region
Lead the full sales cycle from prospect identification and qualification through onboarding and ongoing client portfolio development
Develop and execute territory and account plans to grow Hamilton Lane’s private wealth footprint in Hong Kong and Taiwan
Maintain and actively manage sales activities and new business pipeline in CRM, ensuring data integrity and timely updates
Act as a senior point of contact for various sales- and client-related activities across the region

Requirements

University degree (B.A., B.S. or equivalent)
Advanced degree (e.g., M.B.A.)
Professional designation such as CFA/CAIA

Skills

Business development Relationship management Private banks Bank intermediaries Wealth platforms

Principal, Client Solutions - Private Wealth, Southeast Asia

Hamilton Lane · Posted Mar 12, 2026

Open

Singapore, Singapore
Senior
10+ years

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Lead business development and client relationship management for private wealth clients in Southeast Asia, driving the full sales cycle and coordinating cross‑functional support.

Responsibilities

Partner with Head of Client Solutions to drive new business development
Lead full sales cycle from prospect identification to onboarding
Develop and execute territory and account plans
Maintain and manage sales activities and pipeline in CRM
Act as senior point of contact for sales and client activities

Requirements

University degree (B.A., B.S. or equivalent)
Advanced degree (e.g., M.B.A.)
Professional designation such as CFA/CAIA
Nice to have: Business‑level Mandarin
Nice to have: Private markets experience

Skills

Business development Relationship management Private banks Bank intermediaries Wealth platforms CRM

Lead, Account SE

Lead, Account SE

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Principal, Client Solutions

Responsibilities

Requirements

Skills

Principal, Client Solutions - Private Wealth, Southeast Asia

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Requirements

Skills

Benefits

Benefits

Wealth platforms jobs

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Skills

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