Equity Portfolio Management Professional
6 days ago
Key Responsibilities
The successful candidate will be expected to perform the following duties:
- Drive business development and deliver on sales targets
- Bolster support for the DFM and Investment Consulting value proposition across various LISP platforms
- Enable sales channels with the required knowledge and skills to position our capability
- Actively disseminate the company's message and foster connections with distribution channels and financial advisers
- Enhance support for financial advisers by developing solution-oriented content and analyzing data to reinforce investment messages
- Identify opportunities to grow the business and increase the transition rate into the model portfolios and fund of funds
- In partnership with Marketing, arrange events and campaigns to grow both the Equilibrium brand and the assets
- Represent Equilibrium at conferences, investment panels, asset management, and industry events
- Analyze and identify trends, using insights to facilitate the transition of assets into Equilibrium solutions
- Identify and pursue new business opportunities to expand Equilibrium's client base
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