Investment Consultant Manager recruitment

 The ideal candidate will have full responsibislty for the following : 

  1. Review portfolios of new and existing direct clients and make investment recommendations, promoting investment products of the firm where appropriate.
  2. Working closely with investment consultants to clearly articulate the investment process and key investment strategies and to achieve and retain ‘buy ratings’ on these strategies.
  3.  Develop a detailed knowledge and understanding of a wide range of investment products covering various asset classes including Equities, Absolute returns Commodities and Fixed Income
    Development and execution of the sales strategy for Ireland and the UK
  4. On-going communication of investment capabilities with prospects, clients and consultants through quarterly update letters, thought pieces and sales events.
  5. Production of high quality RFPs and presentation documents for sales pitches
  6. Production of high quality fact sheets, consultant updates and newsletters for our key products
  7. Assisting the sales managers in their efforts by following up on sales opportunities
  8. Ensured a fast and efficient turnaround of prospect queries
  9. Managed and motivated the team to ensure high standards were maintained

To obtain a full job description and for a private and confidential conversation - please contact David Worrell on 01-8746770

dworrell@paragonexecutive.com