Business Development / Investment Sales Team Lead

Staff Bridge Recruitment Agency is recruiting a proactive and results-driven Business Development / Investment Sales Team Lead for a growing investment management firm. The ideal candidate will focus on client acquisition, relationship management, investment growth, and strategic marketing while driving revenue targets and expanding the firm’s investment portfolio.

• Drive annual targeted investment inflow through strategic marketing and strong client relationship management
• Promote investment products such as fixed placements, money market funds, and traded securities to both new and existing clients
• Build and maintain long-term client relationships that encourage repeat investments, referrals, and portfolio expansion
• Develop and execute marketing strategies, campaigns, and outreach initiatives to improve brand visibility and attract clients
• Monitor, analyze, and report performance based on set KPIs and business development goals
• Work closely with the Investment and Research Teams to provide customized investment solutions based on client goals and market conditions
• Stay updated on market trends, competitor activities, and regulatory changes to ensure compliance and competitiveness

• Strong sales, negotiation, and relationship management skills
• Proven leadership ability and team management experience
• Demonstrated success in meeting and exceeding financial and client acquisition targets
• Good understanding of investment products and market trends
• Excellent communication, presentation, and follow-up skills
• Self-motivated, disciplined, and highly performance-driven

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