Investment Sales Advisor - Oxford, United Kingdom - Reed Insurance

Reed Insurance
Reed Insurance
Verified Company
Oxford, United Kingdom

3 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

This is a wonderful opportunity with a great client looking to take on a new Investment Client Developer on the Client Manager side.


This is to be carried out at all times with personal and professional integrity in the way the business operates and in cooperation with the whole professional fantastic team.

Business Development

  • Promote awareness of the company in order to attract new clients and Manage the existing direct and CIC client base
  • Drive the development and growth of the CIC and direct client base by winning new investors
  • Increase membership & engagement of the CIC
  • Active networking in investor community, including securing new potential Investors
  • Arrange the planning, organising and running of a regular series of CIC meetings and events
  • Marketing campaigns to support and manage fundraising campaigns
  • Support the development and management of Private Client marketing materials, presentations and sales collateral
Communication & Investor Relations

  • Manage regular communications and updates to investors and partners
  • To know your client and verify and assist the buildup and recording of information relating to direct clients and CIC members
  • Reporting: to manage the production of reports and communications to ensure investors are kept well informed about their investments and receive information in a timely manner
Project Responsibilities

  • Management and administration of the investor bookbuild & Coordinating and managing client contacts.
  • Provide support to clients from initial call through to execution
  • Preparing speeches, talks, seminars; and associated investment presentations
  • Research and follow the venture capital industry, be appraised of competitor developments, build up the Business research library
  • Competition wise to keep up to date on the activities of the firm's competitors
  • Representation: Attend industry events as a representative of the business
  • Performance monitoring support preparing monthly monitoring reports
Compliance Responsibilities

  • Training: to undertake appropriate training to meet the firm's compliance requirements
  • To work towards securing professional qualifications to ensure the highest level of service to investors (where required)
To be considered you must have skills on the Investment side and be capable of building up new clients.
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