Regional Client Director – Midlands

A newly created opportunity has arisen within fast-growing and highly regarded boutique Investment Manager for an experienced sales professional. You will have responsibility for developing business with professional intermediaries across the Midlands.

Role & Responsibilities

  • In conjunction with the existing Client Directors and the Head of Third Party Distribution, develop the firm’s proposition to Independent Financial Advisers (IFAs).
  • Build and maintain relationships with a network of IFAs through existing personal contacts and the development of new contacts/relationships.
  • Market and promote the investment management capability/investment solutions to IFAs.
  • Win business mandates via IFAs including the introduction of new discretionary investment clients.
  • Ensure appropriate and agreed service levels for IFAs and their clients are being met across the Company.
  • Assist other colleagues within the Company to develop new business or maintain existing relationships, where appropriate.
  • Gain a thorough understanding of the Company’s products and services and the circumstances in which they may be appropriate for existing and potential clients
  • Work with the Client Services & Investment Divisions to continuously improve and develop the firms proposition for IFAs, obtaining presence on platforms

Background & Experience

  • The successful applicant will have an interest in working with Independent Financial Advisers and a knowledge of multi asset investing. You will also have demonstrable track record of building rapport and relationships in a high paced environment.
  • Strong written and verbal communication skills
  • Solid broad understanding of a range of asset classes and investments
  • Self-confidence and self-motivated
  • Good problem-solving and decision-making abilities
  • Team Player
  • Ability to maintain confidentiality
  • Relevant qualifications are desirable but not essential

To hear more about this challenging opportunity, please contact Alex Brown on 020 7847 8878 or email alex@meredithbrown.com

Please note that due to the high volume of applicants responding to our adverts we are regrettably not able to feed back on all applications; only successful candidates will be contacted.

 

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