• Driving sales and inflows for Waystone Investment Solutions’ range of funds in the UK: predominantly liquid alternative and long only UCITS
  • Proactively build new and existing relationships with investors through meetings/calls/events
  • Identify sales opportunities and materialise net new inflows
  • Consistently refreshing an opportunity pipeline across our range of products
  • Organise, conduct, and follow up on roadshows as a means of achieving sales targets
  • Liaise with Portfolio Managers for portfolio updates, roadshow briefings and investor feedback
  • Proactively take ownership for the entire sales process, whilst working closely with internal Investor Relations and Operations teams to meet investors needs
  • Actively maintain the CRM system with updates on all current and prospective investors including tracking of investments from clients
  • Help promote the Waystone and Investment Solutions brand
  • Strengthen and build client relationships by being the face and voice of the business and providing outstanding customer service
  • Stay informed about financial markets to spot trends, look for new opportunities and establish credibility with new clients by understanding their business
  • Execution of conferences and events
  • Ad-hoc administrative tasks



  • Minimum B.A. degree from a reputable institution preferably within a finance focused curriculum


  • A minimum of 3 years’ experience in asset management sales, preferably alternative UCITS
  • A successful demonstrable track record in a similar role
  • Experience of dealing with clients both face to face and on the telephone
  • Self-motivated, driven, collaborative and organised individual
  • Sound knowledge of financial markets, ideally with a hedge fund or a traditional fund management firm
  • Solid computer skills – Salesforce, or similar CRM system, Excel, and PowerPoint
  • Client driven; high levels of client service, pro-active problem resolution, long-term view to relationship building
  • Entrepreneurial and business builder mindset, able to combine niche local market knowledge with understanding of wider business impact

Source: for more information click here.