Business Development & Investment Sales Executive

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.