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Investment Advisor / Sales Manager

Job Description - Investment Advisor / Sales Manager




Our client is a Real Estate development brand, focused on advancing lives. They create contemporary structures, aspiration lifestyle and thriving communities.







Job Summary


Our client is seeking a highly driven and relationship-focused Investment Advisor / Sales Manager to drive business growth by leveraging established relationships with Ultra High-Net-Worth Individuals (UHNIs), High-Net-Worth Individuals (HNIs), and other affluent clientele.The ideal candidate will have a strong track record in relationship management and high-value sales, with direct access to affluent networks and the ability to originate, develop, and close high-ticket investment opportunities.







Key Responsibilities



  • Develop and maintain strong relationships with UHNI, HNI, and affluent clients.

  • Leverage an established network of high-value clients to generate new business and investment opportunities.

  • Identify and engage prospective clients with significant investment capacity.

  • Present and communicate investment opportunities clearly and persuasively to prospective and existing clients.

  • Drive the complete sales cycle, from prospecting and relationship development through negotiation and deal closure.

  • Achieve and exceed assigned sales, revenue, and investment mobilisation targets.

  • Develop tailored investment solutions based on clients' financial objectives, risk appetite, and investment preferences.

  • Maintain a high level of discretion and confidentiality when managing sensitive client relationships and financial information.

  • Build long-term client relationships and identify opportunities for cross-selling and repeat business.

  • Maintain accurate records of client interactions, prospects, opportunities, and sales activities.


Requirements



  • 3–12 years of relevant sales, relationship management, or investment advisory experience.

  • Proven experience in luxury fashion & luxury automotive, banking, or investment banking, 

  • Demonstrable access to a strong network of HNI/UHNI clients.

  • Proven ability to originate and close high-value transactions.

  • A strong track record in meeting or exceeding sales targets.

  • Experience managing sophisticated and high-value client relationships

  • Strong understanding of premium/luxury client service and expectations.







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