Consultant Relations/Fiduciary Sales, Asset Management, London London Consultant Relations/Fiduciary Sales, Asset  …

Non-disclosed
in London, United Kingdom
Permanent, Full time
Last application, 03 Dec 21
£competitive
Non-disclosed
in London, United Kingdom
Permanent, Full time
Last application, 03 Dec 21
£competitive
We are currently hiring for an exciting newly created Consultant Relations role within the Asset Management arm of leading UK Wealth Manager, who are building out their fiduciary management business. The role would report to the Head Portfolio Manager for Fiduciary Management, leading the consultant relations efforts, specifically with the aim of growing their fiduciary offering.

Responsibilities 

  • 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

Requirements

  • 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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