Senior investment professional sought to contribute to future strategy and thought leadership whilst serving a very diverse client base and experiencing excellent global career progression opportunities.
I'm recruiting an FIA/CFA qualified senior investment professional for my client's Investment Advisory practice to contribute to its future strategy and thought leadership whilst serving a very diverse client base and experiencing excellent global career progression opportunities.
As well as having a focus on growth and securing new business, you will advise your clients on all aspects of investment from investment strategy and default design to fund selection and provider reviews.
You will lead relationships and take accountability for them and the quality of technical work delivered, direct large projects including asset transitions, and help develop the team in relation to training and mentoring.
You will have:
- FIA/CFA qualification
- 10 years'+ experience gained ideally within consultancy although those with client facing experience from fund management or banking will be considered
- Ideally experience of winning new business
- Proven ability in advising UK occupational pension schemes
This is a superb opportunity to really make a difference within both this practice and in the market in a role with clear career progression and a good work-life balance.
If this sounds like you and you're seeking a refreshing challenge, do get in touch with me for further information.
Managing Consultant | Pensions Actuarial & Investment Solutions
Helen.Kinloch@ojassociates.com | 02038619173