To mobilise investment funds, develop lasting investor relationships, and grow the Company's investment portfolio through ethical and compliant business development.

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• Identify and engage prospective retail, high-net-worth (HNI), and corporate investors through structured prospecting and relationship management.
• Present approved investment products, returns, tenors, risks, and terms clearly, accurately, and in full compliance with disclosure requirements.
• Convert prospects, complete investor onboarding, and ensure all KYC and supporting documentation is obtained before funds are accepted.
• Manage an active investor pipeline and maintain regular contact with existing clients ahead of maturity dates to support renewal decisions.
• Support reinvestment, retention, referrals, and cross-selling of suitable Money Marque products in line with investor risk appetite.
• Maintain accurate CRM/investment records and submit timely performance, pipeline, maturity, and client-feedback reports.
• Escalate investor complaints or unusual requests promptly and handle client funds and information with the highest levels of integrity and confidentiality.

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
• Minimum of 2–4 years' experience in investment sales, wealth/relationship management, private banking, or financial advisory services.
• Understanding of fixed-income/investment instruments, tenors, and returns; prior exposure to a licensed financial institution is an advantage.
• Existing network of HNIs, corporate contacts, or investor relationships is a strong advantage.
• Professional certification (e.g., relevant finance/sales certification) is an added advantage but not mandatory.

REQUIRED SKILLS & COMPETENCIES
• Strong relationship-management, consultative-selling, and client-retention skills.
• Excellent communication and presentation skills; ability to explain financial products simply and credibly.
• High ethical standards and discretion when handling client funds and confidential financial information.
• Proficiency in MS Office/Excel and CRM tools; comfort with reporting and pipeline tracking.

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