Business Development Officer at Optiva Capital Partners

POSITION DESCRIPTION

• As a Business Manager, you are responsible for sourcing, developing, and managing high-quality High-Net-Worth leads, and providing strategic oversight to ensure a strong pipeline that supports the conversion of a minimum of two fee-paying clients per month across immigration and real estate services. In addition, based on performance, you may be assigned leadership responsibilities including guiding and supporting Relationship Managers to achieve their lead-generation targets.

JOB RESPONSIBILITIES

• Perform daily field canvassing (malls, offices, events) to collect prospect data and secure discovery calls.
• Conduct needs-analysis calls and position Optiva’s investment-immigration and international real-estate products against client goals.
• Book qualified prospects into Head-Office meetings, confirm calendar slots, and issue pre call briefs.
• Update CRM within 24 hours of every interaction; track deal stage, next action, and probability.
• Collect and upload all required client documents per AML policy; liaise with Processing for gaps.
• Escalate complex cases to Product Specialists; follow up to closure and document decisions.
• Complete mandatory product certifications and quarterly sales-skills refreshers.
• Stay abreast of immigration policy and real estate market shifts.
• Present weekly funnel health to Team Lead and agree on field route and activity targets.
• Uphold Optiva’s grooming, punctuality, and ethical-selling guidelines at all times.
• Analyze investment opportunities and immigration programs to tailor solutions that meet clients' specific needs.
• Develop comprehensive and compelling investment packages for presentation to clients.
• Work with all stakeholders in the organization; marketing staff, processing, customer support and admin.
• Analyze customer (prospect) feedback and develop new techniques to ensure prospect satisfaction; provide excellent customer service.
• Carry out any other duties as assigned by direct report or the Chairman.

KEY SKILLS & COMPETENCIES

• Persuasive storytelling and objection-handling
• Basic financial-product literacy CRM and MS Excel fluency
• Social-media prospecting and outreach
• Strong interpersonal and presentation skills
• Excellent grooming and client etiquette
• Resilience to rejection and persistence in prospecting
• High ethical standards and integrity
• Comfort with weekend or after-hours engagement
• Coachability and willingness to learn

QUALIFICATIONS & EXPERIENCE

• 32 – 42 years of age
• 10+ years of progressive experience in front-office revenue roles, including 5+ years leading multi-branch or multi-unit teams.
• Proven track record within wealth management, investment immigration, private banking, and luxury real estate sectors.
• Bachelor’s degree in Business, Finance, Economics, or Law; an MBA, CFA, or CISI certification is an added advantage.
• Experienced in managing high-net-worth client portfolios and ensuring regulatory compliance
• Proven cold-outreach volume of ≥ 20 prospects per day