Investment Proposition Associate

6 days ago


London, Greater London, United Kingdom Evelyn Partners Full time
Key Responsibilities

The Investment Proposition Associate will be responsible for:

  • Handling calls for new business leads and developing strategies to maximize opportunities
  • Arranging meetings and introductions for the Business Development Team
  • Managing the IFA database and liaising with potential new clients
  • Providing support at regional events and contributing to a hardworking and dynamic team

The ideal candidate will have a strong background in relationship management or sales and be confident in communicating the benefits of Evelyn Partners' investment proposition. They will be a team player, with excellent communication and interpersonal skills, and be able to achieve pre-agreed targets.



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