Investment Development / Sales Manager (Multi-Asset Solutions) - North of England

Carnegie Consulting
Leeds, United Kingdom
Circa £80,000 basic salary, plus commission, bonus and employee benefits - excellent OTE potential
Jul 31, 2017
Aug 03, 2017
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

The Opportunity:

  • This is a totally new created role and therefore offers a set of circumstances to really make your mark. This represents a rare and unique career opportunity
  • You will ideally be located and living in the North of England
  • Forming part of the UK Distribution Team, you will be focused predominantly on the North of England in and around the main financial centres of Leeds, Sheffield, York, Manchester, Liverpool etc.
  • The role will be very broad and you will need to be able to take a sophisticated approach to the role, with a willingness to promote / articulate not only your own views but those of the employer
  • Focused on the Group Channels (although not exclusively to), your focus will be Financial Advisors using the UK platform business, a market leading advisor network and a number of ties high net worth private client advisory businesses
  • The purpose of the role is to educate / demonstrate the investment management expertise of the business to the group channel clients, with a view to promoting relevant multi-asset fund solutions as well as the retention of existing funds
  • Through effective understanding of client portfolio strategy you will better be able to help clients obtain a greater appreciation of their objectives and the portfolio strategies offered by the business, combined with an understanding of the dynamics of the markets
  • The above will be achieved through regular client meetings as well as attendance and presentation at relevant industry conferences and roadshows


Your Experience:

  • You will reside in the North of England, and, have a strong sense around multi-asset portfolio solutions and fund sales
  • With a strong technical foundation in finance and economics, you will be able to demonstrate an understanding of global economics, regulatory developments, knowledge around a breadth of investment products / funds and financial instruments
  • It is likely that you will have completed a professional industry qualification such as IMC, CFA or similar
  • You will be able to demonstrate the ability to communicate with a wide range of audiences, along with an in depth understanding of the UK advisor market
  • Strong client service, fund sales, client retention and understanding of multi-asset solutions
  • Ability and experience to present at relevant conferences and roadshows
  • Be able to work fairly autonomously, and, with a dynamic “can-do” work ethic
  • Be consultative and quality focused


The Company:

  • An incredibly dynamic and growing asset management business with an evolving global presence
  • A culture that promotes both personal and professional development
  • 2017 has been a year so far of huge success for my client and the future looks very interesting indeed