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The role is suited to an individual who is able to work alongside the fund distribution and investment management team, whilst autonomously and independently taking responsibility for building investor relationships and driving asset raising. The recruit will be expected to interact with a variety of investor types, organise and present during investor meetings and travel to meet with clients throughout the UK where required. They will have the opportunity to contribute to product development, structure sales and marketing campaigns and develop new business opportunities.
The candidate will have an opportunity to work in a hybrid role across investor types, and therefore consideration will be given to all individuals who have a demonstrable track record with investors within their focus area.
Contribute to the growth in AUM at RM Funds, taking responsibility for building, retaining and developing investor relationships
Develop a thorough understanding of RM Funds and its investment strategies
Work collaboratively with the fund distribution team to expand the reach of the business, and support the investment management function
Plan a marketing approach, engage with investors and schedule meetings
Participate in industry events, networking opportunities and relevant conferences
Flexibility to work across investor types, identifying suitable target clients for specific fund strategies
Update client information on the internal CRM system and maintain accurate records. Meet internal and external compliance expectations and industry standards.
Work closely with the Head of Distribution to take a structured marketing approach
Candidate knowledge and experience:
A demonstrable track record in building/retaining investor relationships and asset-raising within an investment management environment.
Able to demonstrate an established client book, whilst seeking to continually develop new relationships. Responds well to targets and KPIs.
Has an entrepreneurial personality and high self-motivation
Ability to understand investment products and convey key product information to investors
Can speak with Investment Directors, CIOs, Heads of Investment and other key industry personnel with confidence
Internal Number: 9750263
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