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 s...