BetterInvest - Relationship Manager

About the job

Role Overview:

We are seeking an experienced B2C Investor Sales professional to drive both acquisition and conversion of HNI & UHNI retail investors.

The role involves:

Engaging with qualified investor leads generated by our internal team and converting theminto active investors.

Proactively acquiring new HNI & UHNI clients through networking, referrals, and personal outreach.

You will play a key role in building BetterInvest's retail investor base while ensuring high conversion rates and strong client relationships.

Key Responsibilities:

- Engage with qualified HNI & UHNI investor leads from our internal team and convert them into active investors.

- Independently source and acquire new investors via personal networks, referrals, and market outreach.

- Build and maintain strong, trust-based relationships to drive repeat investments.

- Present and pitch BetterInvest's investment offerings in a clear, compelling manner.

- Manage the complete sales cycle from initial contact to deal closure.

- Meet and exceed monthly/quarterly targets for both acquisition and conversions.

- Work closely with marketing for lead generation campaigns and with operations for smooth onboarding.

What We're Looking For:

- 2-4 years in B2C investment sales, wealth management, or private banking.

- Proven track record in both lead conversion and client acquisition.

- Strong interpersonal, negotiation, and closing skills.

- Existing HNI & UHNI investor network is a plus.

- Bachelor's degree in Finance, Business, or related field (MBA preferred)