High Net Worth Individual (HNWI) Introducer

Job Description

Industry: Sustainable Investment | Private Equity | Venture Capital

About Sustainable Wealth Group

Sustainable Wealth Group is a leading sustainable investor community, connecting High Net Worth Individuals (HNWI) with exclusive private equity and venture capital opportunities. Our mission is to drive impactful investment in the sustainable business and investment sectors by offering curated opportunities that align with investors&apos goals and values.

We seek a motivated and connected HNWI Introducer to collaborate with our partnerships team, introducing high-calibre individuals to our platform and exclusive institutional-backed opportunities. This self-employed role offers the chance to work with a dynamic team and provide access to exclusive, high-value investment opportunities.

1. HNWI Network Development:

• You can leverage your existing network of HNWIs and expand connections to identify individuals with an interest in private equity, venture capital, and sustainable investment opportunities.
• Build and nurture relationships with prospective investors, ensuring alignment with Sustainable Times values and investment offerings.

1. Collaboration with the Partnerships Team:

• Work closely with the partnerships team to align on opportunities, communicate investment details, and tailor introductions based on individual preferences and goals.
• Provide feedback on HNWI needs and preferences to refine the value proposition and improve engagement strategies.

1. Investor Onboarding Support:

• Facilitate the onboarding process for HNWIs, ensuring a seamless transition into Sustainable Times community.
• Guide individuals through initial steps, ensuring they understand the platform&aposs offerings and benefits.

1. Exclusive Opportunity Introduction:

• Present exclusive private equity and venture capital opportunities to HNWIs, ensuring clear communication of the value, impact, and ROI potential of each opportunity.
• Collaborate with the investment and partnerships team to manage follow-ups and maintain a high level of client satisfaction.

1. Compliance and Confidentiality:

• Ensure all activities comply with relevant regulations, including FCA guidelines, when discussing investment opportunities.
• Maintain strict confidentiality of client information and adhere to GDPR requirements.

• Strong HNWI Network: A proven ability to connect with and influence high-net-worth individuals.
• Communication Skills: Excellent interpersonal, negotiation, and presentation skills to engage potential investors effectively.
• Financial Acumen: A solid understanding of private equity, venture capital, and sustainable investment opportunities.
• Self-motivation: A driven, entrepreneurial mindset with the ability to work independently and achieve targets.
• Collaboration: A team player capable of working seamlessly with the partnerships and investment teams.
• Compliance Awareness: Knowledge of regulatory frameworks related to investment offerings, including GDPR and FCA guidelines.

• Demonstrated experience working with HNWIs, ideally in investment, finance, or a related field.
• Access to a strong personal network of HNWIs or the ability to develop such networks.
• Familiarity with private equity and venture capital markets is highly desirable.
• Excellent organizational and time-management skills.
• Ability to work on a self-employed basis.

Compensation

This is a commission-based role offering generous incentives aligned with the volume and quality of HNWI introductions. Details of the commission structure will be discussed during the recruitment process.

• Work with a leading community at the forefront of sustainable investment.
• Access exclusive opportunities that resonate with HNWIs interested in impactful investments.
• Collaborate with a passionate and driven team dedicated to making a difference.
• Enjoy the flexibility and autonomy of a self-employed role with uncapped earning potential.