Multi-Asset Product Specialist

£60,000 - £80,000 + Bonus and Bens

City of London

Do you have a broad understanding and in depth technical knowledge of UK OIEC's and Luxemburg SICAV's?

Are you experienced in building strong client relationships?

Are you a confident public speaker with the ability to communicate on all levels?

Do you have a natural creative flair and have the ability to produce creative marketing ideas?

Are you CFA qualified, part qualified or are you looking to undertake studies towards CFA qualifications?

The Role:

A leading Investment Manager is currently looking for a Multi-Asset Product Specialist to join them on a permanent basis. The role will be a supporting role for the Multi Asset Portfolio managers to promote the fund suite and communicate with existing investors. The role will require you to have an in-depth understanding of UK OIEC's, Luxembourg SICAV's and Segregated Mandates. The role will also require the role holder to act as a client relationship manager, and requires a strong confident public speaker. As the role holder you'll also be required to produce creative marketing ideas, so candidates will need natural creative flair to assist in increasing penetration.

Key Accountabilities:

  • Liaising with the sales department to identify areas for improvement for underperforming areas.
  • Identifying and produce sales support collateral.
  • Pitching new multi-asset products to new clients.
  • Collating and presenting performance updates to clients.
  • Acting as a client relationship manager to key clients and strategic partners.
  • Product management of UK OIEC's, Luxembourg SICAV's and segregated mandates.
  • Managing and producing regular reports/ fact sheets and RFP's.
  • Attending Weekly and Quarterly key and strategic meetings.

The ideal candidate:

  • Will have 5 years relative experience within Investment/Wealth Management.
  • Will be educated to undergraduate level in a finance related subject essential.
  • Will be a strong communicator with confidence for public speaking essential.
  • Will be naturally creative flair and gravitas for marketing essential.
  • Will have an in-depth understanding of funds essential.
  • CFA Qualified or Part Qualified Advantageous - Desire to undertake CFA qualifications essential.

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