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Job Description

• The ideal candidate will work with the Head, Business Development to grow and drive the wealth management business of ValuAlliance.
• Candidate should possess experience in business development and relationship management skills targeting high net worth and institutional clients.

Responsibilities

• Focus on selling ValuAlliance wealth management services to high net worth individuals and
• institutional clients by identifying potential clients, building client relationships and providing
• high quality service.
• Engage prospective clients with a view to identifying and understanding their needs and objectives and working with the investment team to provide recommendations suited to each client.
• Provide high quality client engagement through scheduled client meetings and regular client interactions.
• Act as liaison between the firm and clients; representing firm to clients and clients to firm.
• Participate in internal investment review of clients’ investment portfolios.
• Work with the Investment Operations team, to ensure timely delivery of periodic portfolio reports and statements to clients.
• Regularly provide feedback to Investment team from interactions with potential & existing clients
• Achieve asset and revenue targets.

Requirements

• 4 years experience in relationship management and sales experience within wealth management, private banking, trust, family office or financial planning industry.
• Demonstrated ability to understand clients’ financial situations.
• Good knowledge of financial markets
• Strong relationship management skills.
• Excellent communication (verbal & written) and interpersonal skills
• Track record that demonstrates exceptional ability to grow revenue, assets and client base.
• High achiever with entrepreneurial spirit.
• Able to operate successfully in a team environment.
• Proficient in the use of Excel, Word and PowerPoint.
• Strong commercial and results orientation.
• Enthusiastic, ‘can-do’ attitude.
• Demonstrates high level of professionalism & personal integrity
• Passion for client service excellence.

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Your Responsibilities

• Onboarding Realtors: You will identify, recruit, and onboard experienced individual realtors, realtor groups, and emerging realtors to sell the company’s properties.
• Community Building: You will build and nurture a strong, motivated community of realtors who are passionate about selling our properties.
• Training & Development: You will provide comprehensive training and ongoing support to onboarded realtors, ensuring they are well-equipped with the knowledge and tools needed for success.
• Retention Strategy: You will develop and implement a robust retention plan to keep realtors engaged and loyal to the Company, ensuring long-term collaboration.
• Relationship Management: You will establish and maintain strong relationships with realtors, providing them with the resources, guidance, and motivation necessary to achieve their sales targets.

Requirements

• Proven experience in a sales, business development, or growth management role, preferably within the real estate industry.
• Experience in community building or managing a network of professionals, with a focus on driving sales growth.
• Ability to develop and execute strategies that align with business goals and objectives.
• Charismatic and confident, with excellent communication and interpersonal skills.
• Familiarity with the workings of realtors and the broader real estate industry.
• Strong leadership and relationship-building skills, with the ability to persuade, teach, and retain realtors.
• Strategic thinker with a proven track record of driving sales growth through effective community and network management.
• Strong negotiation skills and the ability to foster long-term professional relationships.
• Bachelor's Degree with 4 - 6 years experience.

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Job Description

• We are seeking a highly skilled Investment Manager to lead our efforts in sourcing and securing investments to drive our real estate and development projects.
• The Investment Manager will be key in attracting financial partners to fund key initiatives, such as title sponsorships for landed properties and investments in construction and development projects.
• The ideal candidate has experience in investment management, strong networking skills, and a track record of successful fundraising in the real estate, finance, or construction industries.

Responsibilities
Investment Sourcing and Relationship Management:

• Identify and Manage relationships with potential investors, venture capitalists, HNIs and financial institutions.
• Manage and Maintain a network of investors interested in real estate and land development projects.

Fundraising for Strategic Projects:

• Lead efforts to secure title sponsorship investments for properties and attract funding for construction and development projects.

Proposal Development and Investor Pitching:

• Prepare compelling investment proposals, financial models, and presentations tailored to each project, ensuring investors understand the potential returns and strategic benefits.
• Conduct presentations and pitch sessions to communicate project values and financial projections.

Investment Strategy and Market Research:

• Conduct ongoing market research to identify trends and opportunities that align with the company’s objectives.
• Develop a clear investment strategy focused on securing sustainable funding sources.

Due Diligence and Contract Negotiation:

• Perform due diligence on potential investors and ensure alignment with company goals.
• Negotiate investment terms, structuring deals that support project funding requirements and align with the company’s long-term strategy.

Portfolio and Relationship Management:

• Manage relationships with current investors, providing regular updates on project progress and fostering future investment opportunities.

Collaboration with Development Teams:

• Work closely with the development and project teams to align on funding timelines, project milestones, and deliverables, ensuring financial resources are secured as needed.

Requirements

• Bachelor’s degree in Finance, Business, Economics, Real Estate, or a related field; advanced degree (MBA, CFA) is a plus.
• 5+ years of experience in investment management, real estate finance, or fundraising, ideally with a focus on construction or property development.
• Proven success in securing investments for large-scale projects, with a strong network of industry contacts.
• Excellent communication, negotiation, and relationship management skills.
• Ability to develop detailed investment proposals, financial models, and presentations.
• Strong analytical skills and proficiency in financial analysis and due diligence.
• Self-motivated, results-oriented, and capable of working both independently and collaboratively.
• Has an already existent portfolio for Investors, HNIs, etc.