Job Description
YOU Asset Management (YOU) is a multi-award winning investment firm and is part of the Finli Group. With a name inspired by our clients, we are focused on creating excellent real world outcomes for our clients. We have a broad range of MPS portfolios with track records going back 19 years and flagship unitised Funds with just shy of five years’ records.
Make sure to read the full description below, and please apply immediately if you are confident you meet all the requirements.
We have a terrific team spirit and culture in YOU so fit with the team will be a priority. Our business is growing rapidly and this client relationship role will be key to our ongoing success.
Overall purpose of the job
Working closely with the CEO, the investment team, and marketing, responsible for the day-to-day execution of the client relationship function as well as sitting on the Company’s Client Services, Sales & Marketing Committee.
Objectives:
Relationship building and maintenance:
- and maintaining relationships with business stakeholders, including clients, partners or vendors
- and promoting healthy, long-lasting relations with Finli Advisers
- Responsible for the quality of reporting (inc webinars) and content being issued to Finli and the underlying clients
- all supporters receive periodic visits; exploring specific needs and anticipating new opportunities
- a CRM database to ensure discipline and process in the underlying relationships
Accomplishing business development:
- and pursuing new business opportunities working with Finli Advisers
- an effective marketing and sales strategy by contributing to marketing and sales information and recommendations to strategic plans and reviews; preparing and completing action plans; implementing production, productivity, quality, and customer-service standards; resolving problems; completing audits; identifying trends; determining system improvements; implementing change
- Developing a compelling value proposition for firms, identifying marketing opportunities by identifying consumer requirements; defining market, competitors’ share, and competitors’ strengths and weaknesses; forecasting projected business; establishing targeted market share
- Improves product marketability and profitability by researching, identifying, and capitalising on market opportunities and coordinating new product development.
Managing staff (when required):
- Maintain good records for each business and contribute MI to monthly committee reports
- Build and manage the staff within the team (as and when the business grows)
- Be a champion of the Company’s values and promote the business with integrity
Budgeting & Pricing:
- Meets sales financial targets by contributing to forecasting requirements; preparing an annual budget; scheduling expenditures; analysing variances; initiating corrective actions
Reporting:
- Provides management information by collecting, analysing, and summarising data and trends.
Professional Standards:
- Protects the organisation's value by executing duties in accordance with company values
- Update job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organisations.
Required Experience:
- Proven client relationship background in asset management and/or investments. Currently involved in day-to-day client relations/sales as well as a thorough knowledge of processes and strategy.
- Understanding of the investment management and financial advice segments of the market and have relevant experience in the role with established firms in the UK.
- Business or relevant professional qualifications
- Familiarity with a regulated environment (desirable)