Job Description
Our client seeks a dynamic and driven Investment Consultant with a passion for business development, client engagement, and investments. The ideal candidate will have a solid understanding of the financial intermediaries landscape and a business owner’s mindset.
Key Responsibilities:
- Service IFAs, DFMs, multi-managers, and other financial intermediaries investing in Unit Trusts.
- Build and strengthen relationships with distribution partners such as LISPs.
- Focus on raising assets across the Unit Trust product range by servicing current clients and establishing new client relationships.
- Engage clients through meetings, events, roadshows, and conferences.
- Support the team and contribute to the broader distribution strategy, including engagement with Wealth Managers, Private Client Securities, and institutional clients.
- Collaborate with marketing on product launches, campaigns, and flagship funds.
- C...