Business Development & Investment Sales Executive

Job description

🔎 Key Responsibilities

1. Client Acquisition & Capital Raising

Identify and cultivate relationships with high-net-worth individuals (HNWIs), family offices, asset managers, and financial intermediaries.
Pitch and promote targeted investment vehicles (e.g., private equity funds, mutual funds, alternative assets, or structured liquidity products).
Manage the end-to-end sales cycle from initial prospecting and pipeline tracking in CRM systems (e.g., Salesforce) to closing and client onboarding.
2. Strategic Partnerships & Market Expansion

Form strategic alliances with banks, wealth platforms, and independent financial advisors (IFAs) to scale distribution reach.
Conduct ongoing market research to uncover emerging asset classes, competitor positioning, and untapped geographic segments.
Represent the firm at industry conferences, investor roundtables, and networking forums to enhance brand visibility.s-Functional Collaboration
Partner with marketing and product specialists to draft high-impact pitch decks, fact sheets, and RFPs (Requests for Proposal).
Collaborate with compliance and legal teams to ensure all client-facing materials and transactions meet regulatory standards.
Relay market feedback to portfolio managers to help optimize product structure and pricing strategies.