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Position Overview

We are seeking a commercially driven Investment Sales & Business Development Manager to drive new investor acquisition and business growth within the investment sector.

Our client is looking for a strong sales hunter who can independently identify prospective investors, generate leads from scratch, build a sales pipeline, and close high-value investment opportunities.

This is a new leads acquisition role, not a traditional relationship management position focused primarily on servicing an existing client portfolio. The successful candidate must be proactive, resourceful, and comfortable sourcing prospects independently without relying on a provided leads database. The ideal candidate has a background in investment sales, wealth management, private banking, financial advisory, or a related financial services field, with experience engaging high-net-worth individuals, business owners, family offices, or institutional investors.

Key Responsibilities

• Identify and acquire new investors through outbound prospecting, networking, referrals, industry events, and other proactive business development activities.

• Generate leads independently and build a pipeline of qualified prospects from scratch, without relying solely on an existing client database or inbound leads.

• Identify and engage high-net-worth individuals (HNWIs), ultra-high-net-worth individuals (UHNWIs), business owners, family offices, and institutional investors.

• Present investment opportunities, communicate their value proposition, and address prospective investors' needs and objectives.

• Manage the full sales cycle, from prospecting and initial engagement to negotiations and deal closing.

• Originate new business opportunities, including private placements, co-investments, and other relevant investment opportunities.

• Develop referral networks and identify new channels for investor acquisition.

• Explore new market opportunities and strategies to expand the investor base.

• Work toward agreed sales and business development targets, including new investor acquisition and capital raised.

• Collaborate with internal investment and business teams to support deal execution and investor onboarding.

• Monitor market developments and identify opportunities to expand the investor network and business pipeline.

Qualifications

• Bachelor's degree in Finance, Business, Economics, or a related field is preferred.

• 3–5 years of relevant experience in investment sales, wealth management, private banking, financial advisory, asset management, or a related financial services field.

• Proven track record in new client acquisition, independent lead generation, and closing high-value sales or investment deals.

• Experience engaging HNWIs, UHNWIs, business owners, family offices, or institutional investors.

• Strong hunter mentality, with the ability to identify prospects, create opportunities, and develop a sales pipeline independently.

• Demonstrated ability to acquire new clients rather than primarily manage or service an existing portfolio.

• Resourceful and proactive in reaching high-value prospects, including individuals who may be difficult to access.

• Strong commercial drive, with motivation to achieve sales targets, generate revenue, and pursue financial and career growth.

• Excellent networking, negotiation, presentation, and interpersonal skills.

• Strong English communication skills.

• Mandarin and Cantonese proficiency are major advantages, particularly for engaging Chinese-speaking investors and expanding the investor network.

• Ability to work independently in a fast-paced, performance-driven environment.

Why Join?

• Take ownership of new investor acquisition and business development in the investment sector.

• Build relationships with high-value investors, business owners, and institutional clients.

• Gain exposure to investment opportunities and international markets.

• Benefit from performance-based incentives tied to deal execution and capital raised.

• Pursue career growth in a commercially driven, performance-oriented environment.

Compensation & Benefits

• Competitive base compensation.

• Performance-based incentives tied to deal execution and capital raised.

• Final compensation details will be discussed during the recruitment process.

The final compensation structure, performance targets, benefits, and employment terms will be discussed during the recruitment process with the end-client.