
Financial Freedom Specialist
1 week ago
Investment Opportunities Manager Role Overview
A network of professionals and investors is united by the vision of democratizing access to high-growth investment opportunities. The platform brings together seasoned entrepreneurs, strategic investors and accomplished professionals to co-invest in startups and other alternative asset classes that have the potential to generate superior returns.
Through curated deal flow, thorough research and due diligence support, and a collaborative investment ecosystem, empowers its members to participate in the investment landscape by diversifying into emerging avenues of wealth creation.
Key Responsibilities:
- Identify, connect, and onboard potential investors.
- Drive sales of curated investment opportunities in startups, venture funds, and alternate asset classes.
- Build and maintain long-term client relationships by understanding their goals and risk appetite.
- Collaborate with the investment team to present structured opportunities and conduct investor pitches.
- Achieve targets and contribute to the growth of the network.
- Stay updated on trends in startups, venture capital, private markets, and alternate investments.
Required Skills & Qualifications:
- Bachelor's degree in Business, Finance, or related field (MBA preferred).
- 3-7 years of experience in wealth management, private banking, financial services, or alternate investments.
- Strong sales and networking skills with a track record of achieving targets.
- Excellent communication, presentation, and relationship-building skills.
- Understanding of startups, venture capital, or alternate asset classes is a plus.
- Self-motivated, entrepreneurial mindset with ability to work independently.
What We Offer:
- Opportunity to work at the intersection of startups, investing, and wealth management.
- Access to curated alternate asset opportunities and deep exposure to the startup ecosystem.
- A collaborative, growth-oriented culture with room to shape your role.
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