Consultant Relations/Fiduciary Sales, Asset Management, London London

Expiring today

London, United Kingdom
Dec 24, 2021
Jan 22, 2022
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
  • Develop successful strategy and grow business via investment consultants and trustees
  • Increase firm's revenues by raising and retaining assets for the firms Fiduciary service
  • Establish buy-ratings with key investment consultants
  • Lead new business pitches
  • Working closely with the head of fiduciary management to successfully implement business strategy.
  • Representing the firm at external conferences client evens and pitches
  • On-going investor communication with prospects and existing clients

  • Undergraduate degree
  • CFA qualified
  • Minimum 10 years experience, ideally in investment consulting or consultant relations role with an asset manager.
  • Excellent understanding of the UK Institutional consultant landscape with existing relationships
  • Previous experience of working in investment consulting or consultant relations role with an asset manager.
  • Strong understanding of the Defined Benefit and institutional landscape,
  • Excellent ability to articulate the firm's investment philosophy and products to external clients
  • Understanding of the legislative and regulatory environment
  • Excellent interpersonal skills.
  • Excellent communication and presentation skills
  • Proficient in PowerPoint, Word, and Excel.

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