Investment Sales Manager

KBH Solutions

Growing Lender seeks Investment Sales Manager well connected to high net worth individuals or businesses wishing to invest in growing Fintech

  • Attractive Base + Super + Bonuses
  • City Fringe
  • Strong networks required
As a result of strong business growth, the Investment Sales Manager role has been created to help support the next phase of this growing Lending company.

You will be well connected with high net worth individuals or businesses wishing to invest in the success of a fast-growing Fintech business.  The company lends in the Prime Lending area.  You will do this by seeking significant investors to:
  • Invest directly in lending activities through income notes
  • Invest in their Capital Fund
  • Invest via direct equity involvement.
You will be appointed an authorised representative to enable you to promote the Capital Fund that offers an attractive rate of interest on investor funds.

Key Responsibilities:
  • Identify and maintain a contact list of potential investors who qualify as wholesale investors
  • Develop a detailed and ongoing understanding of the client database to anticipate opportunities to introduce clients to further products or business opportunities.
  • Work with the executive team to develop any tailored equity or loan arrangements and act as the primary contact with the potential investor.
  • Make proactive sales calls to investor prospects
  • Manage all investor queries and provide accurate and informed information to these clients
  • Manage the ongoing relationships with investors; new and existing
  • Sales experience (B to B and B to C)
  • Proven track record in selling to sophisticated clients
  • Exceptional Relationship Management experience demonstrating how you have grown and supported a portfolio of clients/investors
  • High level of written and verbal communication, negotiation and influencing skills; natural ability to engage and build rapport
  • Strong interest in Finance/Fund Management
Financial services experience will be looked upon favourably as will be your previous experience in working directly with investment products and wholesale investors.  

On offer is an attractive base + Super + Bonuses
Apply NOW or call Vanessa on 0408 920 345 for further information