Investment Specialist at Robert Walters

• As theInvestment Specialist, you will be instrumental in building trusted relationships with key clients, advisers, and strategic partners, while representing the organisation with credibility at industry events and public forums.
• If you are passionate about investment markets and eager to contribute to a collaborative team culture, this position offers the chance to make a meaningful impact on the growth and retention of assets.

Qualifications and experience required for the Investment Specialist:

• Bachelor’s degreein relevant subject matter (i.e., investments or finance)
• CFA(with any levels or all 3)
• 5+ years’ experience in collective investments, asset management or unit trust environments
• Experience in Unit Trust specialisation
• Proven track record in sales activities such as client relationship management or adviser engagement
• Sound knowledge of investment markets, fund positioning strategies, asset classes, risk considerations as well as adviser distribution dynamics

Key duties of the Investment Specialist:

• Strategic Growth: Develop and execute regional and channel-specific strategies to grow assets under management and maintain positive net flows.
• Business Development: Identify and convert new opportunities by engaging advice channels and fostering trust-based collaboration.
• Retention Initiatives: Manage redemption risk through adviser engagement, client education, and targeted retention strategies.
• Sales Support: Drive fund sales via adviser networks and client connections while strengthening relationships with key stakeholders.
• Relationship Building: Deepen ties with DFMs, multi-managers, financial advisers, and other decision-makers to expand market reach.
• Pipeline Management: Maintain a strong sales pipeline, track progress against targets, and report on risks and opportunities.
• Positioning & Thought Leadership: Present investment capabilities effectively through compelling content and presentations to advisers and institutional stakeholders.
• Marketing Collaboration: Partner with marketing teams to create impactful sales collateral that enhances brand visibility and advocacy.
• Industry Representation: Represent the organisation at events, webinars, seminars, and forums with professionalism and credibility.
• Channel Expansion: Collaborate with internal teams to identify new channels, events, and client segments for increased brand awareness.

Key personal skills:

• Exceptional communication skills
• Ability to articulate complex investment concepts clearly for varied audiences
• Thrives in high-pressure environments and meets tight deadlines