MULTI ASSET INVESTMENT SPECIALIST recruitment
Core Responsibilities:
To play a central role in delivery of the Wholesale Team’s business plan
To promote our client as a leading asset manager
Speaking at seminars, conducting meetings with key clients and providing investment training to clients and sales colleagues as required.
To ensure fund investment reports, marketing literature, RFP documents, press releases and presentations are informative, comprehensive, client focused, accurate and timely
Be involved in investment discussions including attendance at investment and market-related meetings
To identify tasks and implement solutions that will help to develop new business relationships and relationships with the sales force.
Keep abreast of and be able to discuss current investment issues.
To support the sales teams in their drive for new business and the servicing of existing client relationships.
Supporting the delivery of business in line with the agreed business plan
Supporting the overall management of the product line
Generate product/ service/ revenue raising ideas.
Drive new product/service/revenue ideas through appropriate channels.
To carry our project work to support business lines.
Acquire a detailed knowledge of fund structures and systems pertaining to the relevant product lines.
To acquire detailed knowledge of fund regulations and compliance issues.
Provide an exceptional client experience through a focus on client needs at all times in line with the Company's TCF policy and is flexible when trying to meet and exceed client expectations
Core Skills:
Strong knowledge of competitors
Sound knowledge of investment markets and products
Understand investment strategy and asset allocation models used to construct portfolios
Excellent communication and analytical skills
Proven track record of supporting asset gathering and effective client management