Investment Sales Specialist
14 hours ago
The Investment Sales Specialist will be responsible for developing and executing strategies to acquire and retain clients in the mass affluent market. The ideal candidate will have a strong background in financial planning and a proven track record of success in sales.
Key Responsibilities- Conduct in-depth reviews for assigned clients including retirement planning, wealth accumulation, and estate planning.
- Exhibit natural curiosity to uncover and solve for client's needs, delivering trusted financial advice to clients regarding their investments and retirement planning.
- A competitive salary of $65,000 - $85,000 per year, depending on experience.
- Access to ongoing training and professional development opportunities.
- A collaborative and dynamic work environment.
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Investment Guidelines Specialist
20 hours ago
London, Greater London, United Kingdom Insight Investment Full timeAbout the RoleWe are seeking a highly skilled Investment Guidelines Specialist to join our team in London. As an Investment Guidelines Specialist, you will play a critical role in implementing and coding investment guidelines for our clients.Your primary responsibility will be to review and code pre- and post-trade investment restrictions into thinkFolio and...
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Investment Governance Specialist
13 hours ago
London, Greater London, United Kingdom Insight Investment Full timeJob OverviewInsight Investment is a leading asset manager seeking an experienced Investment Governance Specialist to join its team in London.The selected candidate will be responsible for reviewing investment guidelines, coding pre/post-trade investment restrictions into thinkFolio and other systems.The ideal candidate will have strong analytical skills,...
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Risk Management Specialist
4 hours ago
London, Greater London, United Kingdom Insight Investment Full timeJob Description:As a Risk Management Specialist - Investment Division, you will be responsible for providing risk management expertise to safeguard client assets. This will involve analyzing key risks, monitoring breaches, and improving data quality within analytics systems.You will also be responsible for tracking and managing regular client reporting...
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Investment Funds Paralegal Specialist
3 days ago
London, Greater London, United Kingdom Page Personnel Sales Full timeJob DescriptionWe are looking for a highly skilled Investment Funds Paralegal Specialist to join our team at Page Personnel Sales. As an Investment Funds Paralegal Specialist, you will be responsible for assisting in the formation and administration of private funds, conducting thorough research on legal issues related to funds, drafting and maintaining fund...
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Data-Driven Investment Specialist
3 weeks ago
London, Greater London, United Kingdom S.R Investment Partners Full timeAbout the RoleS.R Investment Partners is looking for a Data-Driven Investment Specialist to join our team. As a key member of our investment team, you will be responsible for researching and developing advanced trading strategies.Key responsibilities include:Managing all aspects of the research processImprovement of existing strategiesDevelopment of new...
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Investment Policy Specialist
4 weeks ago
London, Greater London, United Kingdom Insight Investment Full timeAbout Insight InvestmentInsight Investment is a renowned asset manager, dedicated to crafting investment solutions that meet the evolving needs of its clients.
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Investment Opportunities Specialist
20 hours ago
London, Greater London, United Kingdom Insight Investment Full timeCompany OverviewInsight Investment is a leading asset manager focused on designing investment solutions to meet its clients' needs. Founded in 2002, Insight's collaborative approach has delivered both investment performance and growth in assets under management.The company operates globally with a network of operations in the UK, Ireland, Germany, US, Japan,...
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Investment Sales Specialist
1 month ago
London, Greater London, United Kingdom The City Recruiter Full timeInvestment Sales Opportunities with The City RecruiterAs an Investment Sales Specialist at The City Recruiter, you will be responsible for generating new clients and adding to your portfolio, which will lead to future investments and referrals. You will work closely with our website, social media, and campaigns to secure warm leads. In this role, you will...
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Investment Sales Development Specialist
4 weeks ago
London, Greater London, United Kingdom Aon Full timeUnlock Your Potential as an Investment Sales Development SpecialistWe're seeking a highly skilled professional to join our dynamic Investment Pursuit sales team at Aon. As an Investment Sales Development Specialist, you'll play a pivotal role in overseeing all aspects of the proposal development lifecycle, from RFPs to presentation/pitch decks.About the...
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Investment Product Sales Specialist
3 days ago
London, Greater London, United Kingdom Mason Blake Full timeMason Blake is looking for a talented Investment Product Sales Specialist to join their global Asset Management firm in London.Responsibilities:You will play a critical role in supporting the sales process across the Nordic & Netherlands region, working closely with the Sales Director to identify potential prospects and develop suitable strategies.You will...
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Investment Support Professional
20 hours ago
London, Greater London, United Kingdom Insight Investment Full timeJob SummaryWe are looking for an Investment Support Professional to join our team in London.This role involves providing exceptional client service, managing client relationships, and contributing to team initiatives.Key Responsibilities:Client Service: Respond promptly and professionally to client queries, manage ongoing client needs, and deliver...
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Investment Sustainability Specialist
3 weeks ago
London, Greater London, United Kingdom MFS Investment Management Full timeJoin the MFS TeamMFS Investment Management is seeking an experienced Sustainability Research Analyst to join our investment team. In this role, you will be responsible for conducting rigorous, security-level analysis to develop a nuanced understanding of the financially material ESG risks and opportunities facing each fixed income or equity issuer.About the...
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Strategic Growth Manager
3 weeks ago
London, Greater London, United Kingdom Universal Investment Full timeUnlock New OpportunitiesWe are seeking a seasoned Business Development Professional to drive growth in our Private Assets segment, focusing on Infrastructure, Private Equity, and Private Debt. As a key member of our Sales and Relationship Management team, you will play a pivotal role in shaping our business development strategy and contributing to the...
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Investment Sales Co-ordinator
3 weeks ago
London, Greater London, United Kingdom Legal & General Full timeAbout the RoleAs a Wholesale Client Support Specialist, you'll be working closely with our Sales and Distribution team to deliver high-quality sales support to intermediary clients and Sales Managers. Your key responsibilities will include coordinating meetings, emails, and client follow-ups, as well as providing dedicated sales support to investment sales...
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Investment Product Specialist
20 hours ago
London, Greater London, United Kingdom Citigroup Inc. Full timeWe are seeking an Investment Product Specialist to join our EMEA team, focused on private market and hedge fund strategies. As a key member of our team, you will be responsible for driving net new investment sales within your coverage area, developing and managing pipelines for new business opportunities, and supporting after-sales servicing. The ideal...
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Asset Management Growth Specialist
2 weeks ago
London, Greater London, United Kingdom Insight Investment Full timeWe are looking for an experienced Asset Management Growth Specialist to join our team at Insight Investment. As a key member of our business development function, you will play a critical role in driving growth and identifying new opportunities in EMEA.About the RoleThis is a highly challenging and rewarding role requiring strong analytical and communication...
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Investment Law Specialist
3 days ago
London, Greater London, United Kingdom Canada Pension Plan Investment Board Full timeCPP Investments is a global investment organization that invests the funds of the Canada Pension Plan. We are committed to building a diverse and inclusive workforce and foster an accessible experience.We are currently seeking a talented lawyer to join our team in London. As a credit lawyer, you will provide legal advice on investment transactions and asset...
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Infrastructure Investment Specialist
1 month ago
London, Greater London, United Kingdom British Columbia Investment Management Corporation Full timeCompany OverviewBritish Columbia Investment Management Corporation (BCI) is a world-class organization that offers an exceptional opportunity to work in a west coast setting. With $233 billion of gross assets under management, BCI provides investment management services to British Columbia's public sector. We invest globally across a range of asset classes...
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Investment Solutions Specialist
3 days ago
London, Greater London, United Kingdom Course Full timeJob Description:Investment Solutions Specialist - Capital Markets Expertise OpportunityAn exciting opportunity to join Mercer's rapidly-growing global Investment Solutions business, with a strong focus on capital markets expertise. As an Investment Solutions Specialist, you will be part of a high-performing team that is committed to delivering exceptional...
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Investment Portfolio Specialist
3 days ago
London, Greater London, United Kingdom Mason Blake Full timeA highly skilled Investment Portfolio Specialist is required to join the Developed Equity group of a leading global asset management house.Job DescriptionThis role will involve close interaction with the investment and distribution functions to provide expert investment advice and serve as a primary investment contact for clients.Supporting sales teams in...