Investment Director, Renewable Energy Private

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To manage, develop and service a panel of qualified existing / new IFAs and clients within the designated region who utilise the 7IM Discretionary and Retirement Income Service (RIS).
Work in conjunction with the regional Business Development Managers to sign-up new IFA firms to use the 7IM Discretionary and RIS services.
Take the lead for Discretionary / RIS new business generation from a panel of new and existing IFA firms.
conduct portfolio analysis and draw up investment proposals.
Ownership of the Discretionary / RIS gross and net new business targets.
Identify, upsell and x-sell opportunities within the existing IFA panel. Work with BD to achieve the overall regional Platform and Investment solutions targets.
Prepare for, undertake and attend (when required) annual client reviews in order to retain existing business.
Attend and hold regular IFA Meetings (in conjunction with BDMs, where relevant).
Carry out portfolio restructuring & investment phasing work.
Carry out annual client tax work involving CGTs / ISAs.
Undertake annual T&C, including product training and tests.
Mentor Investment Associates (IAs) in regional team.
You're expected to act in good faith, prevent potential harm, and actively support our customers in achieving their financial goals.
Knowledge of discretionary investment management administration, including tax wrappers
Commercial awareness in order to identify appropriate target segments and lists, and to profile prospects appropriately, understanding the context of their situation and businesses as well as the implications for the overall business of 7IM
Sales Experience and commercial awareness
Relationship building skills in order to rapidly establish a high level of trust with the clients, both in terms of professional and personal competence and trustworthiness
Systems learning skills to rapidly understand and use appropriate systems, including accurate inputting of detailed data across a number of different screens and software packages
Numeracy skills in order to understand, process and check a range of data
Telephone answering, rapport and relationship building skills in order to rapidly establish a high level of trust with the clients and wealth managers, to manage expectations, and to demonstrate a high level of ownership, competence, reliability and responsiveness
Personal development focus, taking responsibility (with 7IM) for driving forward both personal and professional development in order to maximise effectiveness in this demanding role, and to grow in the role, and beyond
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Employment type Full-time

Job function Finance and Sales

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Location:
London
Job Type:
FullTime

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