About Our Client
Our client is a financial institution specializing in securities, asset management and insurance. With a track record of successfully connecting clients with lucrative investment opportunities, they are currently in the process of expanding their product suite to offer digital assets and security token offerings (STOs).



Job Description

Client Acquisition and Relationship Management:

• Identify and engage high net worth individuals and accredited investors who have an interest in exclusive fundraising opportunities
• Cultivate and maintain strong client relationships, ensuring their financial objectives are aligned with the fundraising opportunities presented

Product Knowledge and Consultative Selling:

• Exhibit a comprehensive understanding of fundraising offerings, including private equity, venture capital, real estate funds, and other alternative investment vehicles
• Conduct thorough client needs assessments and customize fundraising solutions to match their financial goals and risk appetite

Market Research and Due Diligence:

• Stay updated on market trends, investment opportunities, and emerging fundraising prospects
• Conduct rigorous due diligence on potential fundraising projects, providing clients with well-informed recommendations

Compliance and Regulatory Adherence:

• Ensure all client interactions and fundraising transactions comply with industry regulations and internal policies
• Keep abreast of evolving regulatory requirements to maintain the highest standards of compliance

Collaboration and Reporting:

• Work closely with internal teams, including investment analysts, legal advisors, and compliance officers, to facilitate successful fundraising campaigns
• Provide regular updates on client engagement, fundraising progress, and market insights

The Successful Applicant

• Bachelor's degree in Finance, Economics, Business, or a related field
• Minimum of 5 years of proven success in a sales or client-facing role in financial services
• Strong knowledge of investment products, financial markets, and fundraising strategies
• Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients
• CMFAS paper 1A/B and 4A/B is an advantage

What's on Offer

• Competitive compensation package including competitive base salary, performance-based bonuses, and other financial incentives
• Professional development: opportunities for continuous learning and skill development
• Global exposure: opportunity to work on projects in different countries, providing exposure to diverse markets and international business practices
• Collaborative work environment