Relationship Manager / Investment Specialist / Discretionary Fund Management / Level 6 RDR / CF30 / International / Funds / DFM

  • £75k - £90k + Bonuses
  • London, England, United Kingdom London England GB
  • Permanent, Full time
  • Jigsaw Search
  • 19 Apr 18 2018-04-19

A fantastic opportunity for a Level 6 RDR qualified investment professional to join an exciting boutique in an Investment Specialist role.

Relationship Manager / Investment Specialist / Discretionary Fund Management / Level 6 RDR / CF30 / International / Funds / DFM


Job Summary

The role requires an experienced investment professional with an in-depth knowledge of working on a consultative investment basis with intermediaries and institutions and their underlying clients within the International markets. 

Developing and maintaining discretionary fund / investment management relationships is a key focus and priority.


Performance will be defined in terms of embedding the fund management proposition within the professional adviser’s investment process as a key outsourced provider.

The role also involves supporting internal advisers in winning and maintaining investment mandates, through all of the companies investment propositions.

The focus of the role will be to present the investment strategies and funds to clients and prospects globally

The investment knowledge required is at a level to replace presentations and support provided by Investment Directors at delegated investment managers. This will involve formal presentation to large audiences as well as one to one meetings.

The successful candidate will accompany the Business Development Manager in his/her region and present the technical investment profile and policy in a clear way.


Role requirements

  • Articulate the Investment proposition to Intermediaries/ Institutions internationally, requiring and demonstrating a clear Investment understanding and knowledge.
  • Create long term intermediated partnerships and have experience of cultivating similar relationships with external advisers.
  • Demonstrate good knowledge of financial planning advice areas – in particular Investment, IHT, Pension and Personal Taxation in terms of investment management requirements and inputs.
  • Demonstrate a broad understanding of tax structures used by IFA’s – Offshore Bonds, SIPPs, ISAs, and Trusts in support of investment mandates.
  • Work in partnership with Business Developers and advisers to secure and retain new assets under management with intermediary relationships
  • Retain a lead product champion and manager position of allocated investment products and services
  • Travel extensively throughout the World to service clients and present to prospects in all active regions and countries.



  • Qualified to Level 6 RDR compliant.
  • Maintain professional standards through active participation in CPD programme.
  • CF30 registered or equivalent
  • Discretionary Fund Management experience with a previous investment discipline.
  • Must have several years’ experience working within the intermediated investment market place, with an emphasis on segregated fund management advice and influence, alongside relationship development capabilities.


Key Competencies (but not limited to)

  • Advanced presentation skills
  • Customer understanding.
  • Coaching and developing.
  • Critical information seeking.
  • Creating long term partnerships