Investment Sales / Fund Sales / Business Development / Asset Management / Impact Investor / Private Equity – Dominium Search
Efinancialcareers

London
•9 hours ago
•No application
About
Investment Sales / Fund Sales / Business Development / Asset Management / Impact Investor / Private Equity Top Asset Management Company (Impact Investing) £35k - £42k Base + £18k - £25k Bonus (First year) The Company A highly entrepreneurial asset management company with a passion for impact investing, bringing retail investment funds to the Adviser / IFA market. The Role Generate inflows/income from the company’s retail investment productsDeliver performance against objectives set at start of each half-year periodContact advisors (IFAs) within specified postcodes and/or firms to promote investment product rangeSell across the product range with reference to areas of strategic focus/importance as they arise throughout the yearTarget new, existing and lapsed supporters for inflow growth in all areas of the product range as appropriateTake ownership of specific relationships within the region. These will include, but need not be limited to, paraplanners, admin staff and/or specific advisors / firms within the regionAdvisor contact should include, but not be limited to, telephone, email and WebEx activityHelp develop adviser technical understanding including generic, product specific and client focused informationSchedule meetings for the Senior BDM’s (targeting weekly face to face activity of 15+ meetings) and telephone/WebEx meetings for yourselfUpdate CRM system to reflect activity, pipeline and progress of relationships in the regionWork with Senior BDM to develop and execute a plan that will deliver above target inflows/incomeUse available data to target advisers, accounts, products and/or areas of the business model as appropriateGenerate and manage pipeline, with a focus on conversion, and applications, with a fo




