Canopy Pte

Wealth data aggregation, portfolio analytics platform

Business Development Representative

Sales Development RepresentativeConfirmed live in the last 24 hours

Full-timeSingaporeNo salary listedIn-person

About the Job

Requirements

The role requires 0–3 years of experience in a business development representative, sales development representative, or client-facing role.
The candidate needs a strong interest in or understanding of financial services, wealth management, or technology.
The candidate must have strong writing and verbal communication skills in English.
The candidate must be able to learn product features and confidently deliver introductory demonstrations.

Responsibilities

Identify and qualify new business opportunities within target segments, including family offices, external asset managers, and private banks.
Conduct detailed market mapping and research of priority segments to identify potential accounts and key stakeholders.
Execute outbound outreach via email, LinkedIn, and phone.
Book and manage qualified meetings.
Research and segment leads based on Canopy’s Ideal Customer Profile.
Engage leads using tailored messaging and report prospect insights to the team.
Collaborate with Marketing to optimize outreach strategies and content.
Maintain accurate and timely customer relationship management records of all lead interactions.
Provide feedback to internal teams based on prospect and market conversations.

Desired Qualifications

Experience in fintech, software as a service, or private wealth is preferred.
Familiarity with customer relationship management and sales tools such as HubSpot and LinkedIn is a bonus.
Prior exposure to private banking or family office networks is a bonus.
Additional languages, such as Mandarin, are a plus.
Experience in a startup or fast-paced technology environment is a bonus.

Business Development Representative (BDR)

Canopy Pte Ltd · Singapore, Singapore · — · Posted 2026-09-09

Workplace: on_site

Description

• Identify and qualify new business opportunities within target segments (e.g. family offices, EAMs, private banks).

• Conduct detailed market mapping and research of priority segments to identify potential accounts and key stakeholders.

• Execute outbound outreach via email, LinkedIn, and phone.

• Book and manage qualified meetings.

• Research and segment leads based on Canopy’s Ideal Customer Profile (ICP).

• Engage leads using tailored messaging and report prospect insights to the team.

• Collaborate with Marketing to optimize outreach strategies and content.

• Maintain accurate and timely CRM records of all lead interactions.

• Provide feedback to internal teams based on prospect and market conversations

Requirements

• 0–3 years of experience in a BDR, SDR, or client-facing role (experience in fintech, SaaS, or private wealth preferred).

• Strong interest or understanding of financial services, wealth management, or technology.

• Proactive communicator who is organized, resilient, and goal-oriented.

• Strong writing and verbal communication skills in English.

• Able to learn product features and confidently deliver introductory demos.

Bonus Points

• Familiarity with CRM and sales tools such as HubSpot, LinkedIn, or similar.

• Prior exposure to private banking or family office networks.

• Additional languages (e.g., Mandarin) are a plus.

• Experience in a startup or fast-paced tech environment

Apply

Apply at Canopy Pte Ltd

About the Company

Canopy Pte

Wealth data aggregation, portfolio analytics platform

Canopy Pte provides a cloud-based platform that gathers and centralizes a client’s financial information across asset classes, currencies, and custodians for private banks, family offices, wealth managers, and high-net-worth individuals. It ingests data from feeds, APIs, and PDFs and presents a unified portfolio view through modules like Visualizer, Analytics, and Reporter, with Canopy Manager handling revenue, billing, and accounting integrations. The platform stands out by consolidating data from any source, including non-traditional formats, and supporting multi-asset, multi-currency views across global custodians. Its goal is to make wealth data transparent and actionable, enabling managers to analyze, attribute performance, and deliver customized client reports.

Company size: 11-50
Company stage: Series A
Total funding: $19.1M
Headquarters: Singapore, Singapore
Founded: 2013

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