Interim UK Wealth Growth Director

Jupiter Asset Management; Greater London; Hybride; GBP 70 000 - 110 000; Plein temps

Avantages offerts par ce poste

Hybrid working model

Résumé du poste

Jupiter Asset Management in London is seeking a proactive client-facing professional to grow and defend relationships with UK wealth managers and discretionary clients. You will work with the UK Wealth team to progress Jupiter funds from approved status to investment, defend existing holdings, and translate client insights into commercial action.

The role requires strong investment knowledge, the ability to explain fund strategies and risks, and experience with wealth manager assessment

Qualifications

• Experience working with UK wealth management clients, with exposure to London-based firms and investment decision-makers.
• A track record in a client-facing role within asset management or wealth management.
• Good technical understanding of investments and financial markets, including explaining fund strategies, portfolio roles and risks.
• Understanding of how wealth managers assess funds, use approved lists and progress ideas through research, due diligence and portfolio allocation.
• Relevant investment qualification, or progress towards one, is desirable.
• Salesforce competent

Responsabilités

• Grow and defend client relationships with national wealth managers and discretionary clients in London.
• Bring investment and market insight to the UK Wealth team and investment colleagues.
• Create high-quality client engagement through fund manager events and tailored meetings.
• Manage execution and reporting with accurate CRM records and timely updates.

Connaissances

Wealth management clients (UK)

Client-facing role in asset management

Investments & markets knowledge

Understanding fund selection & due-dil

Salesforce competence

Formation

Investment qualification in progress

Description du poste

Jupiter Asset Management in London is seeking a proactive client-facing professional to grow and defend relationships with UK wealth managers and discretionary clients. You will work with the UK Wealth team to progress Jupiter funds from approved status to investment, defend existing holdings, and translate client insights into commercial action.

The role requires strong investment knowledge, the ability to explain fund strategies and risks, and experience with wealth manager assessment