
Expert High Net Worth Investor Outreach Specialist
9 hours ago
About Our Opportunity
We are looking for a skilled High Net Worth Investor Outreach Specialist to join our team. This role is focused on identifying and engaging with high net worth individuals interested in real estate investments.
Key Responsibilities:
- Investor Identification: Identify potential high net worth investors through research, networking, and referrals.
- Client Engagement: Conduct initial conversations with prospects to understand their investment goals and suitability, educate them about the real estate fund structure, benefits, and value proposition.
- Scheduling Meetings: Schedule meetings with senior investment professionals to close opportunities.
- Market Intelligence: Stay up-to-date on wealth management, investment, and real estate trends to identify opportunities and tailor outreach.
- Reporting & Collaboration: Track progress in the CRM system, provide regular reports on leads generated, meetings scheduled, and pipeline movement, collaborate with the business development and fundraising teams to achieve targets.
Key Requirements:
- Graduate/Postgraduate degree in Finance, Business, Economics, or related field.
- 1–3 years of experience in investor outreach, sales, or wealth consulting within the financial services industry.
- Experience working with high net worth clients (real estate or investment funds is a plus).
- Excellent communication and relationship-building skills.
- Target-driven, persistent, and able to work independently.
- Familiarity with CRM tools and financial products.
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