Identify, prospect, and establish relationships with HNWI/UHNWI, family offices, and institutional investors, building a sustainable pipeline of qualified prospects for the firm's fund products.
Lead fundraising and distribution efforts for fund products, and other investment offerings, ensuring achievement of individual and team sales targets through structured sales campaigns and direct client engagement.
Deliver high-quality investment presentations and product pitches tailored to client needs, providing clear explanations of fund strategies, risk-return profiles, and the firm's broader value proposition.
Oversee the entire sales process including prospect identification, due diligence support, contract negotiation, execution, and post-sale servicing, ensuring a seamless client experience from start to finish.
Partner with compliance and operations teams to coordinate the full onboarding process, including completion of KYC/AML documentation, account setup, and ensuring adherence to all regulatory requirements. Provide ongoing account management support to clients, ensuring timely responses to inquiries and consistent delivery of service standards.
Maintain accurate and up-to-date records of client interactions, sales activity, and pipeline development in CRM systems. Prepare periodic reports for management to monitor sales performance, pipeline status, and market opportunities.
Contribute to marketing and client engagement initiatives by assisting with the planning and execution of client events, briefings, and roadshows. Support guest invitation processes, coordinate logistics, and ensure proper follow-up with participants to maximize client engagement outcomes.
Qualifications
Bachelor's degree in Finance, Business, Economics, or a related discipline.
Minimum of 5 years of business development-related experience in financial services, ideally within asset management, private banking, or wealth management.
Demonstrated track record of achieving fundraising or sales targets with HNWIs, UHNWIs, family offices, or institutional clients.
Strong existing client network in Hong Kong and/or Singapore will be a significant advantage.
In-depth understanding of investment products and familiarity with digital asset investment strategies.
Exceptional interpersonal, communication, and presentation skills with the ability to engage sophisticated investors.
Entrepreneurial mindset, self-motivated, and capable of excelling in a fast-paced, performance-driven environment.
