Currency Investment Management Sales
Main responsibilities of the role:
• Creation and maintenance of prospective client database.
- Develop a thorough understanding of the Company Investment and Portfolio Management approach in order to market to prospects
- Development of marketing and contact plan for prospects.
- Creation and maintenance of Consultancy database. Develop and maintain sales to Consultancy firms.
- Improvement and extension of marketing materials.
- Improvement of website
- Creation and maintenance of counterparty Bank facilities and contact details
- Assist in production of monthly investor report.
- Handling of ad hoc prospective enquiries.
- Assist in meeting and conference arrangement and attendance to raise investor awareness.
- General administrative duties
Role Requirements
We are looking for a highly personable individual who has a can-do, flexible attitude and is willing to get involved in all aspects of the development of our investors in our business.Good IT skills are essential, along with a command of system infrastructure, Powerpoint, Word and Excel. Good marketing, presentational and interpersonal skills.
The preferred candidate must be able to prioritize work flows, multi-task and demonstrate excellent planning and organizational skills, showing great attention to detail.
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