ESSENTIAL DUTIES AND RESPONSIBILITIES
- 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
REQUIREMENTS
Education:
- Minimum B.A. degree from a reputable institution preferably within a finance focused curriculum
Experience:
- 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.
