Investment Business Development Consultant
Core
Build relationships with adviser firms to sell Managed Portfolio Services (MPS), multi-asset funds, and partnership investment solutions.
Role type
Investment Business Development Consultant
Builds
Managed Portfolio Services (MPS), multi-asset funds, and partnership investment solutions
Domain
UK Financial Services / Investment Advisory
Deliverable
client delivery
Required skills
adviser-facing sales, consultative selling, investment solutions knowledge (MPS, multi-asset funds), CRM management, lead generation, relationship management, market knowledge (UK financial adviser platform market)
Preferred skills
investment or financial planning qualification
Responsibilities
Build and develop relationships with adviser firms, Generate and qualify new investment opportunities, Explain investment solutions using a consultative approach, Own and progress a portfolio of adviser relationships and sales opportunities, Support adviser research and due diligence, Keep accurate CRM and pipeline information