CasaLavoro Limited is committed to delivering top-quality projects and services across various industries such as real estate and hospitality.
Description
- The Business Development / Relationship Officer will be responsible for driving capital inflows, managing investor relationships, and supporting the promotion of the structured investment products within Casalavoro Limited’s Investment Unit.
- The role requires a strong balance of relationship management, deal sourcing, investment advisory support, and revenue generation, while ensuring compliance with internal policies and regulatory standards.
Key Responsibilities
- Identify, originate, and onboard new investors, including HNIs, institutional clients, and corporate investors.
- Drive capital mobilization for the company’s investment products, real estate-backed instruments, and structured offerings.
- Develop and execute business development strategies aligned with the company’s investment objectives and growth targets.
- Build and maintain a strong pipeline of prospective investors and strategic partners
- Serve as the primary relationship manager for assigned investment clients.
- Maintain regular communication with clients, providing updates on portfolio performance, deal progress, and new opportunities.
- Ensure high levels of client satisfaction, retention, and repeat investments.
- Manage investor onboarding documentation and KYC requirements in collaboration with Compliance and Operations teams.
- Support the structuring and distribution of investment products, including real estate investments, private placements, and partnerships.
- Assist in preparing investment proposals, pitch decks, term sheets, and client presentations.
- Liaise with internal teams (Legal, Finance, Risk, and Operations) to ensure seamless execution of investment transactions.
- Conduct market research to identify trends, competitor activity, and emerging investment opportunities.
- Provide periodic reports on business development activities, pipeline status, and capital raised.
- Maintain accurate records of client interactions and investment commitments.
- Ensure all client engagements and investment activities comply with internal policies and applicable regulatory requirements (when applicable)
- Uphold confidentiality and ethical standards in all client and deal-related matters.
Qualifications & Experience
- BSC / HND in Finance, Business Administration, Economics, Accounting, or a related discipline.
- Relevant professional certifications (e.g., CIBN, CFA) will be an added advantage.
- Minimum of 5 years’ relevant experience in business development, relationship management, investment advisory, or financial services
Required Skill Set:
- Strong understanding of investment products, capital markets, and real estate-backed investments.
- Proven ability in business development, sales, and relationship management within financial services or investment firms.
- Sound knowledge of investment documentation, client onboarding, and transaction processes.
- Ability to analyze investment opportunities and communicate value propositions clearly to clients