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Portfolio Sales Manager
4 months ago
Job Description Investment Fund Sales Manager
North-West, Field based - to £80,000 plus bonus plus benefits
We are currently seeking to recruit for an Investment Fund Sales Manager to join a leading Investment Management organisation, working with Intermediaries across the North-West.
Our client is a prominent Investment Management company specialising in tax-efficient investment solutions in the United Kingdom. With a rich history dating back 15 years this business has built a strong reputation for its innovative and client-centric approach to investment management.
The company prides itself on its commitment to providing tailored investment solutions that align with the financial goals and risk profiles of its clients. Its team of experienced professionals conducts rigorous due diligence on potential investments, ensuring that they meet the high standards set by the company.
Due to ambitious growth plans, our client is looking for an individual with specialist expertise to work alongside the Sales, Marketing and Strategic Partnerships Teams to help drive growth.
The ultimate objective of the role is to increase business levels across the companies Retirement Solutions, Funds & Platform.
Driving own activity through phone calls, emails, LinkedIn, meetings and events
Hosting meetings and presenting content (both virtual and face-to-face), which is both educational and OEIC fund specific to Financial Advisers & Investment Managers
Work collaboratively and proactively with the wider sales team to identify and develop fund opportunities
Build on the brand and presence within the wider industry by identifying and attending events and networking opportunities to further promote the firms funds
Build and maintain strong engagement with the broader funds’ teams including strategic partnerships, marketing and investment
Knowledge and/or experience of Discretionary Fund Management, asset allocation strategies and model portfolios
Must have experience working within the intermediated investment marketplace
Bi-Annual Bonus
Exceptional Benefits Package
