Major consultancy is seeking a qualified investment consultant (FIA/CFA) to take the lead role in the provision of fiduciary investment advice to clients, including monitoring and challenging the decisions made and value added by fiduciary managers.
In this key role, you will undertake fiduciary manager and market research, including: Overseeing/leading production of the firm's annual survey; due diligence meeting; manager calls and fiduciary manager conference.
You will also proactively support a wealth of new business activities including leading production of tender submissions.
With excellent communication skills, the successful candidate will possess a willingness to manage clients, build strong relationships and assist with new business opportunities.
You will ideally have worked/understand the fiduciary management market.
An excellent career opportunity.
Please contact us to discuss this vacancy or for an informal discussion regarding your career goals. We are very happy to perform bespoke research on your behalf.
Joanne O Connor, Operations Director
M: +44 7739 345 946