Investment Sales Specialist

CPA Staffing Partners; Kuala Lumpur; Presencial; MYR 90 000 - 150 000; Tempo integral

Resumo da oferta

Asiacruit is seeking a commercially driven Investment Sales Specialist to drive new investor acquisition and business growth within the investment sector in Malaysia. The role requires a proactive hunter mentality, the ability to source prospects independently, and strong experience engaging high-net-worth individuals, family offices, and institutional investors.

You will manage the full sales cycle from prospecting to negotiations, originate new opportunities such as private placements and

Qualificações

• Bachelor’s degree in Finance, Business, Economics, or a related field is preferred.
• 3-5 years of relevant experience in investment sales, wealth management, private banking, financial advisory, asset management, or related financial services.
• Proven track record in new client acquisition, independent lead generation, and closing high-value sales or investment deals.
• Experience engaging high-net-worth individuals, business owners, family offices, or institutional investors.

Responsabilidades

• Identify and acquire new investors through outbound prospecting, networking, referrals, industry events, and proactive business development activities.
• Generate leads independently and build a pipeline of qualified prospects from scratch, not relying on existing client databases or inbound leads.
• Identify and engage high-net-worth individuals (HNWIs), ultra-high-net-worth individuals (UHNWIs), business owners, family offices, and institutional investors.
• Present investment opportunities, communicate their value proposition, and address investors' needs and objectives.
• Manage the full sales cycle, from prospecting and initial engagement to negotiations and deal closing.
• Originate new business opportunities, including private placements, co-investments, and other relevant investment opportunities.
• Develop referral networks and identify new channels for investor acquisition.
• Explore new market opportunities and strategies to expand the investor base.
• Work toward agreed sales and business development targets, including new investor acquisition and capital raised.
• Collaborate with internal investment and business teams to support deal execution and investor onboarding.
• Monitor market developments and identify opportunities to expand the investor network and business pipeline.

Conhecimentos

Hunter mentality

Networking

Negotiation

Presentation

Interpersonal skills

Mandarin/Cantonese (advantage)

Formação académica

Bachelor’s degree in Finance/Business

Descrição da oferta de emprego

At Asiacruit, we connect top talent with forward-thinking organizations across industries. Our mission is to help businesses grow through smart, strategic, and people-focused solutions. We support companies by providing high-quality talent for local and global markets.

Position Overview

We are seeking a commercially driven Investment Sales Specialist to drive new investor acquisition and business growth within the investment sector.

Our client is looking for a strong sales hunter who can independently identify prospective investors, generate leads from scratch, build a sales pipeline, and close high-value investment opportunities.

This is a new leads acquisition role, not a traditional relationship management position focused primarily on servicing an existing client portfolio. The successful candidate must be proactive, resourceful, and comfortable sourcing prospects independently without relying on a provided leads database. The ideal candidate has a background in investment sales, wealth management, private banking, financial advisory, or a related financial services field, with experience engaging high-net-worth individuals, business owners, family offices, or institutional investors.

Key Responsibilities

Identify and acquire new investors through outbound prospecting, networking, referrals, industry events, and other proactive business development activities.

Generate leads independently and build a pipeline of qualified prospects from scratch, without relying solely on an existing client database or inbound leads.

Identify and engage high-net-worth individuals (HNWIs), ultra-high-net-worth individuals (UHNWIs), business owners, family offices, and institutional investors.

Present investment opportunities, communicate their value proposition, and address prospective investors' needs and objectives.

Manage the full sales cycle, from prospecting and initial engagement to negotiations and deal closing.

Originate new business opportunities, including private placements, co-investments, and other relevant investment opportunities.

Develop referral networks and identify new channels for investor acquisition.

Explore new market opportunities and strategies to expand the investor base.

Work toward agreed sales and business development targets, including new investor acquisition and capital raised.

Collaborate with internal investment and business teams to support deal execution and investor onboarding.

Monitor market developments and identify opportunities to expand the investor network and business pipeline.

Qualifications

Bachelor's degree in Finance, Business, Economics, or a related field is preferred.

3-5 years of relevant experience in investment sales, wealth management, private banking, financial advisory, asset management, or a related financial services field.

Proven track record in new client acquisition, independent lead generation, and closing high-value sales or investment deals.

Experience engaging HNWIs, UHNWIs, business owners, family offices, or institutional investors.

Strong hunter mentality, with the ability to identify prospects, create opportunities, and develop a sales pipeline independently.

Demonstrated ability to acquire new clients rather than primarily manage or service an existing portfolio.

Resourceful and proactive in reaching high-value prospects, including individuals who may be difficult to access.

Strong commercial drive, with motivation to achieve sales targets, generate revenue, and pursue financial and career growth.

Excellent networking, negotiation, presentation, and interpersonal skills.

Mandarin Language and Cantonese proficiency are major advantages, particularly for engaging Chinese-speaking investors and expanding the investor network.

Ability to work independently in a fast-paced, performance-driven environment.

Why Join?

Take ownership of new investor acquisition and business development in the investment sector.

Build relationships with high-value investors, business owners, and institutional clients.

Gain exposure to investment opportunities and international markets.

Benefit from performance-based incentives tied to deal execution and capital raised.

Pursue career growth in a commercially driven, performance-oriented environment.

Competitive base compensation.

Performance-based incentives tied to deal execution and capital raised.

Final compensation details will be discussed during the recruitment process.

The final compensation structure, performance targets, benefits, and employment terms will be discussed during the recruitment process with the end-client.