Job Description

Overview

We are seeking a highly motivated and experienced relationship Manager to join our dynamic team. The ideal candidate will possess a strong background in B2B sales and demonstrate exceptional analysis skills. As an Investment Manager, you will play a crucial role in managing client portfolios, developing investment strategies, and fostering long-term relationships with clients. Your leadership abilities and excellent communication skills will be essential in guiding your team and ensuring the success of our investment initiatives.

Responsibilities

Develop and implement investment strategies tailored to meet client objectives. Manage client portfolios, ensuring alignment with their financial goals and risk tolerance. Conduct thorough market analysis to identify investment opportunities and trends. Utilise Salesforce to track client interactions, manage leads, and report on performance metrics. Lead and mentor a team of investment professionals, fostering a collaborative work environment. Communicate effectively with clients to provide updates on portfolio performance and market conditions. Prepare detailed reports and presentations for clients, showcasing investment strategies and results. Stay informed about industry developments, regulatory changes, and economic factors that may impact investments.

Requirements

Proven experience in B2B sales within the financial services sector is highly desirable. Strong analytical skills with the ability to interpret complex financial data. Proficiency in Salesforce or similar CRM software for managing client relationships. Demonstrated leadership capabilities with experience in managing teams effectively. Excellent communication skills, both verbal and written, with the ability to convey complex information clearly. A degree in finance, economics, or a related field is preferred but not mandatory for exceptional candidates with relevant experience. If you are passionate about investments and possess the skills necessary to excel in this role, we encourage you to apply and join our team of dedicated professionals committed to achieving outstanding results for our clients.
Job Type: Full-time

Pay: 28,000.00-35,000.00 per year

Work Location: In person