Fund Distribution / Investment Sales / Wealth Managers / Private Banks / IFAs/ Pension Schemes / Institutional Investors/ Investment Company Sales Fund Distribution / Investment Sales / Wealth  …

RM Funds
in London, United Kingdom
Permanent, Full time
Last application, 16 Jan 21
Competitive
RM Funds
in London, United Kingdom
Permanent, Full time
Last application, 16 Jan 21
Competitive
RM Funds are seeking an experienced fund distribution hire to join an entrepreneurial and expanding asset management business. The firm is an investment management boutique specialising in real assets and credit investments, and manages both public and private strategies. The new recruit will be responsible for promoting RM Funds’ investment solutions, bringing new investor relationships to the firm, generating new business and continuing the growth in AUM. This is an exciting opportunity to work within a highly dynamic and entrepreneurial team, and a growing asset manager with a successful track record.

The role is suited to an individual who is able to work alongside the fund distribution and investment management team, whilst autonomously and independently taking responsibility for building investor relationships and driving asset raising. The recruit will be expected to interact with a variety of investor types, organise and present during investor meetings and travel to meet with clients throughout the UK where required. They will have the opportunity to contribute to product development, structure sales and marketing campaigns and develop new business opportunities.

The candidate will have an opportunity to work in a hybrid role across investor types, and therefore consideration will be given to all individuals who have a demonstrable track record with investors within their focus area.

Role Requirements:

  • Contribute to the growth in AUM at RM Funds, taking responsibility for building, retaining and developing investor relationships
  • Develop a thorough understanding of RM Funds and its investment strategies
  • Work collaboratively with the fund distribution team to expand the reach of the business, and support the investment management function
  • Plan a marketing approach, engage with investors and schedule meetings
  • Participate in industry events, networking opportunities and relevant conferences
  • Flexibility to work across investor types, identifying suitable target clients for specific fund strategies
  • Update client information on the internal CRM system and maintain accurate records. Meet internal and external compliance expectations and industry standards.
  • Work closely with the Head of Distribution to take a structured marketing approach

Candidate knowledge and experience:

  • A demonstrable track record in building/retaining investor relationships and asset-raising within an investment management environment.
  • Able to demonstrate an established client book, whilst seeking to continually develop new relationships. Responds well to targets and KPIs.
  • Has an entrepreneurial personality and high self-motivation
  • Ability to understand investment products and convey key product information to investors
  • Can speak with Investment Directors, CIOs, Heads of Investment and other key industry personnel with confidence
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