Business Development Officer at Optiva Capital Partners

Position Overview

As a Business Development Officer, you will be responsible for sourcing, developing, and managing high-quality High-Net-Worth leads, and providing strategic oversight to ensure a strong pipeline that supports the conversion of a minimum of two fee-paying clients per month across immigration and real estate services. Based on performance, you may be assigned leadership responsibilities including guiding and supporting Relationship Managers to achieve their lead-generation targets.

Key Responsibilities

• Perform daily field canvassing (malls, offices, events) to collect prospect data and secure discovery calls
• Conduct needs-analysis calls and position Optiva's investment-immigration and international real-estate products against client goals
• Book qualified prospects into Head-Office meetings, confirm calendar slots, and issue pre-call briefs
• Update CRM within 24 hours of every interaction; track deal stage, next action, and probability
• Collect and upload all required client documents per AML policy; liaise with Processing for gaps
• Escalate complex cases to Product Specialists; follow up to closure and document decisions
• Analyze investment opportunities and immigration programs to tailor solutions that meet clients' specific needs
• Develop comprehensive and compelling investment packages for presentation to clients
• Present weekly funnel health to Team Lead and agree on field route and activity targets
• Analyze customer feedback and develop new techniques to ensure prospect satisfaction
• Stay abreast of immigration policy and real estate market shifts
• Work with all stakeholders in the organization including marketing staff, processing, customer support, and administration
• Uphold Optiva's grooming, punctuality, and ethical-selling guidelines at all times

Professional Development

• Complete mandatory product certifications and quarterly sales-skills refreshers