Summary of the Role

At INVESS.AI, our mission is to design and architect financial products that address highly specific institutional needs.

Our expertise lies not in direct advisory or client-facing roles, but in the art and science of constructing advanced financial products.

As a Quantitative Financial Architect (QFA), INVESS.AI plays a critical role in synthesizing diverse elements of finance into cohesive, innovative solutions—meticulously tailored for banks, investment managers, family offices, and other institutional clients.

By deeply understanding the complex requirements of our clients, we leverage quantitative analysis and systematic risk management strategies to develop highly customized investment solutions that are both innovative and necessary.

INVESS.AI is expanding its network of Introducing Brokers (Sub-Agents)—established industry professionals with deep institutional relationships—who can introduce buy-side and sell-side investment managers to bespoke, technology-driven financial solutions.

We are currently seeking two Hong Kong based, Sub-Agents to partner with us in this capacity.

���� NOTE : This is a 100% performance-based partnership(commission only) with a success-based remuneration structure—compensation is directly aligned with the value created for institutional clients.

This role is ideal for individuals with extensive expertise within portfolio construction, risk management, and institutional sales, looking to leverage their networks for high-value engagements.

Whether you are actively engaged in the industry or selectively pursuing strategic opportunities, this role offers:

✔ Independence

✔ Flexibility

✔ The potential for significant earnings tied directly to value creation

���� Success in this role means developing long-term, consultative relationships with institutional clients, facilitating tailored investment strategies, and driving measurable value—while maintaining discretion, trust, and professionalism.

���� Responsibilities

✅ Strategic Institutional Engagement

• Introduce INVESS.AI’s bespoke financial solutions to institutional buy-side and sell-side clients.
• Act as a trusted advisor, identifying institutional portfolio challenges and aligning INVESS.AI’s quantitative methodologies to solve them.

✅ Consultative Business Development

• Facilitate high-level discussions with portfolio managers, CIOs, and institutional allocators.
• Maintain discretion and professionalism, ensuring that INVESS.AI’s solutions align with the specific needs of each client.

✅ Value-Driven Structuring

• Collaborate with investment managers to co-create tailored financial solutions, leveraging INVESS.AI’s proprietary technology and risk-optimization tools.
• Ensure that institutional clients receive customized, data-driven insights that enhance their portfolio construction and risk management strategies.

✅ Results-Oriented Performance

• Engage with clients in a non-transactional, strategic capacity—this is not a product-pushing role but a high-level institutional collaboration.
• Operate independently while having full access to INVESS.AI’s institutional support framework and resources.

���� Qualifications & Ideal Candidate Profile

���� Experience & Expertise

✔ 10+ years in investment management, asset management, institutional sales, investor relations, private banking, or family office advisory.

✔ Extensive network of institutional decision-makers (CIOs, Fund/Portfolio Managers, Fund Allocators).

✔ Strong background in portfolio construction, structured finance, risk management, or alternative investments.

���� Skills & Attributes

✔ High-level strategic thinking—ability to engage in sophisticated institutional finance discussions.

✔ Strong relationship management & consultative sales expertise.

✔ Ability to operate independently while delivering institutional-grade solutions.

✔ Discretion, trust, and credibility—critical for high-net-worth and institutional interactions.

���� Compensation & Remuneration Model

✔ 100% Success-based remuneration structure—compensation is aligned with the value created for institutional clients.

✔ Competitive commission model exceeding industry norms, tied to significant transaction sizes.

✔ Performance-driven autonomy—sub-agents retain full flexibility and independence.

���� Why INVESS.AI?

INVESS.AI stands apart as a Quantitative Financial Architect, specializing in bespoke institutional investment strategies.

As a Sub-Agent, you will collaborate with a firm that prioritizes sophistication, client success, and advanced financial engineering over traditional product distribution.

���� This role is ideal for professionals who value independence, strategic institutional engagement, and the ability to leverage their expertise for significant financial rewards.

���� Interested? Let’s discuss how we can collaborate.

➡ Connect here on LinkedIn or email me directly at [via CTgoodjobs Apply Now].

#InstitutionalFinance #InvestmentManagement #PortfolioManagement #InvestorRelations #WealthManagement #FundManagers #AlternativeInvestments

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