Business Development Executive – Financial Services

About the role

We are looking for a dynamic Business Development Executive to join a leading financial services firm. The role focuses on acquiring new investors, managing client relationships, and mobilising investment funds to grow the company’s assets under management.

Key responsibilities

• Identify and acquire new investors, including high‑net‑worth individuals, corporate organisations and institutional clients.
• Mobilise investment funds to meet monthly and annual targets.
• Market the company’s investment products and financial solutions to prospective clients.
• Develop and execute business development strategies to increase revenue and AUM.
• Prepare and deliver investment proposals and presentations.
• Maintain a healthy sales pipeline and ensure strong client retention.
• Monitor market trends and identify new business opportunities.
• Ensure compliance with KYC, AML and CFT regulations.
• Prepare periodic business development and performance reports.

Required profile

• Bachelor’s degree in Business Administration, Finance, Economics, Marketing, Accounting or a related field.
• Minimum 3 years of business development experience in the financial services sector.
• Proven track record in fund mobilisation, investment marketing or wealth management.
• Existing network of HNWIs, corporate organisations and institutional investors is an advantage.

Required skills