Job Description
We are recruiting for an emerging alternatives platform, and they are seeking a driven, commercially minded and relationship-oriented Business Development Manager to be part of their growing team.
In this role, you will largely be responsible for acquiring new clients, developing and managing client relationships, and growing the company’s investment client base and assets under management.
Your main responsibilities are:
- Client Acquisition & Business Development
- Develop and execute strategies to acquire new clients and grow the company's investor/client base.
- Identify and build relationships with prospective clients through various channels such as personal and professional networks, referrals, networking and industry events, client seminars and appreciation events, strategic partnerships as well as professional introducers and intermediaries
- Proactively generate and qualify new leads and manage the sales pipeline from initial contact through conversion.
- Conduct meetings and presentations with prospective clients to understand their objectives and introduce suitable company products and services.
- Follow up systematically with prospects to maximise conversion rates.
- Build a strong pipeline of prospective clients and maintain accurate records in the company's CRM system and achieving agreed monthly and annual targets for new clients, funds raised / AUM and revenue contribution.
2. Client Relationship Management
- Establish and maintain strong, long-term relationships with existing clients.
- Act as a key point of contact for clients and ensure a high level of service throughout the client lifecycle.
- Understand clients' needs, investment preferences and relationship history.
- Maintain regular communication with clients and keep them updated on relevant company developments and opportunities.
- Proactively engage existing clients for repeat investments, reinvestments and referrals, where appropriate.
- Identify opportunities to deepen relationships and increase client wallet share.
- Work closely with the Operations, Marketing, Compliance and Investment/Portfolio teams to ensure a seamless client experience.
3. Investor / Client Conversion
- Develop a structured approach to converting leads into clients.
- Understand and communicate the company's value proposition clearly and professionally.
- Address client questions and concerns in a timely and credible manner.
- Coordinate with internal teams on onboarding, documentation, KYC/AML and account opening processes.
- Track conversion rates and identify areas for improvement across the sales funnel.
- Maintain a high level of professionalism and transparency throughout the sales process.
4. Referral & Partnership Development
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- Develop relationships with potential referral sources and strategic partners, including Professional advisers / IFAs/ Family offices /EAMs, corporate networks, industry associations etc.
- Establish mutually beneficial referral and partnership arrangements within the company's approved framework.
- Develop new channels for client acquisition beyond traditional direct sales.
- Monitor the effectiveness of each acquisition channel and focus resources on the highest-performing channels.
5. Events & Client Engagement
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- Support and participate in investor/client appreciation events, seminars, networking sessions and other business development activities.
- Develop opportunities to meet prospective clients through events and community/networking activities.
- Follow up with event attendees and convert qualified prospects into clients.
- Assist the Marketing team in developing client engagement initiatives and campaigns.
- Represent the company professionally at external events and industry functions.
6. Market Intelligence & Business Development
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- Monitor market trends, competitor activities and developments within the financial services and investment sectors.
- Provide feedback to management on client sentiment, market demand and competitor offerings.
- Identify new business opportunities and potential client segments.
- Recommend new acquisition channels, campaigns and partnership opportunities.
- Provide regular updates to management on sales pipeline, conversion performance and market opportunities.
7. Client Retention & Reinvestment
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- Develop strategies to improve client retention and repeat investment rates.
- Maintain regular engagement with existing clients, particularly around maturity, reinvestment and new investment opportunities.
- Identify clients who may be suitable for additional products or investment opportunities, subject to applicable requirements.
- Encourage satisfied clients to introduce suitable friends, family members and business contacts to the company.
8. Compliance & Conduct
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- Ensure all client acquisition and communication activities comply with company policies, procedures and applicable laws and regulations.
- Observe all KYC, AML/CFT, suitability, disclosure and client communication requirements applicable to the role.
Requirements:
University degree in Business, Finance or Economics and must possess CMFAS Modules 1A, 1B, and 6 (Securities) with at least 7 years of experience in Priority and Retail Banking, Wealth Management, Asset Management, or Fundraising
You possess domain expertise in private credit, fixed income, debt instruments, real estate finance, or alternative investments.
You are a results-oriented person and possess excellent interpersonal and communication skills.