Wealth Management – Business Development (Calling Profile)

About Us:

Join a fast-growing team transforming the landscape of wealth management and investment advisory. At FundTQ, we are building next-generation solutions that empower clients to manage, grow, and protect their wealth with clarity and confidence.

This role offers a unique opportunity to work closely with the founding team—industry veterans from Big4 Investment Banking and Consulting firms, with 75+ years of combined expertise in Transaction Advisory, Business Structuring, and Deal Execution.

As part of our expanding Wealth Management vertical, you will gain hands-on exposure to client strategy, portfolio planning, business development, and investor outreach within the financial services ecosystem.

Responsibilities:

• Identify and engage potential high-net-worth clients through targeted outreach, networking, and market research.
• Build, nurture, and manage long-term client relationships by understanding their financial goals, investment behaviour, and wealth priorities.
• Present FundTQ’s wealth management solutions in a clear, compelling manner tailored to each client’s profile.
• Work with senior leadership to design investment strategies, portfolio recommendations, and wealth growth plans.
• Support due diligence, financial assessment, and client on-boarding processes whenever required.
• Represent FundTQ at industry events, networking forums, and client meetings to strengthen brand presence and create new business opportunities.

Skill Set Required:

• 6–12 months of experience

  in Wealth Advisory, B2B Sales, Investment Banking, VC, Financial Services, or a related domain.

• Past calling experience is a must

  (outbound/inbound calling for sales, lead qualification, or client engagement).
• Excellent communication, interpersonal, and presentation skills.
• High integrity—no false commitments or misleading information to acquire clients.
• Strategic, solution-oriented mindset with strong first-principle thinking.

Energetic, diligent, and committed—ideal for someone who thrives in a fast-paced, growth-driven environment.

📩 Interested?

Send your CV to hr@fundtq.com

Join us and be part of the next wave of innovation in wealth and investment management.