Contact Ana Maria about this job
Vice President, Consultant
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|Sector||Sales & Marketing|
|Contact||Ana Maria Tuliak|
A number of our clients are recruiting for Investment Development Managers to join their UK Wholesale teams. The roles on offer cover various regions including: London, South East, Midlands and North of UK. We are also working with a few Discretionary Fund Management firms both online and offline who are looking for candidates wanting to move into this space.
- Contributing to the UK Wholesale growth plan via Net sales growth
- Generate a high level of activity with clients and tailor interactions with them to ensure effective outcomes.
- Maintaining and developing knowledge of Wholesale industry trends and regulatory knowledge.
- Having a detailed knowledge of competitors and products.
- Building and maintaining Wholesale client contacts and knowledge of industry
- Expected to attend client meetings to demonstrate in depth portfolio knowledge and be able to communicate the funds strategy and team views effectively
- Be able to present investment strategies at events and industry conferences to a high standard on both the main platform and in break out groups.
- Solid sales experience within financial experience ideally Asset/wealth management
- Strong relationships in place within the wholesale business
- Strong foundation in portfolio management processes, investment products and financial instruments
- Extensive combined experience in finance, asset management and research
Please send applications to Ana Maria: email@example.com
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