Investor Services Associate

Recruiter
Gleeson Recruitment Group
Location
Tanworth-in-Arden
Posted
05 Sep 2017
Closes
19 Oct 2017
Contract Type
Full Time

An exciting opportunity for a Investor Services Associate to join a national investment group who are focused on funding businesses with high growth potential.

The purpose of the Investor Services Associate role is to provide sales support through intermediary focused lead generation and targeted marketing. You will build relationships with and provide a broad range of services to existing intermediaries and IFA clients

Main duties of the Investor Services Associate role are;

Provide professional, innovative and reliable business development support

Monitor, analyse and maintain industry and market information

Analyse target investors and produce investor profiles

Be a central contact for ongoing IFA queries

Maintain a confident phone manner and deliver positive interactions with financial advisors, identifying sales and opportunities along the way

During fund raising, ensure quick turnaround of investor queries

Produce client illustrations

Gather needed information to support prospective investor responses

Assist with preparing marketing materials and presentations for clients and advisor

Take ownership for all client queries

Assist with organising workshops, seminars and events.

The successful candidate for the Investor Services Associate will have worked in similar roles and enjoy interacting with IFAs and investors. You will have an outgoing personality and will be target driven and client focused

To apply for the role of Investor Services Associate then please click the link. If your application is successful then we will be in touch within 7 days