Investor Relations Executive

London, United Kingdom

https://www.mncjobs.co.uk/company/michael-page

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Job Description

The Investor Relations Executive will support retail investors and their advisers by managing queries and processing investment-related tasks. The role also involves collaborating on communications, client initiatives, and becoming a subject matter expert on tax-efficient investment products.
The Investor Relations Executive's responsibilities include:

Responding to investor and adviser enquiries via phone and email within defined service levels
Managing administrative tasks including investor transfers, redemptions, and portal support
Assisting in the delivery of investor communications such as reports, valuations, and announcements
Supporting the Sales team and participating in client meetings and events
Becoming a Product Champion for a tax-efficient investment vehicle
Contributing to service improvement, client engagement, and retention strategies

Opportunity for career development in Financial Services.Client-facing position with exposure to a range of products.
The ideal Investor Relations Executive candidate will have 1-2 years of experience in a client-facing or customer service role, ideally within financial services. They will possess strong written and verbal communication skills, a proactive approach to problem-solving, and the ability to manage competing priorities effectively. Familiarity with VCTs, EIS, and BR products is advantageous but not essential.
The client is a leading investment manager in real assets and growth capital with a strong presence across the UK, Europe, and Australia. With a long-established reputation in sustainable investing, the firm provides diverse private and public investment solutions tailored to institutional and retail investors, with a particular focus on the energy transition, nature recovery, and economic growth.
The candidate will join a high-performing, collaborative team within a well-regarded financial services firm offering career development, exposure to a diverse client base, and the opportunity to contribute to innovative investment solutions. They will also benefit from working in a purpose-driven environment (in the City of London) that values sustainability, inclusion, and long-term growth.