Job Description

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).

• 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

• 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

• 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

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