Strategic Development and Investment Expert
3 days ago
C40 Cities is seeking a highly skilled Strategic Development and Investment Expert to join our team. As a key member of our investment solutions team, you will be responsible for driving business growth, developing strategic relationships with clients, and delivering on sales targets.
The ideal candidate will have a strong background in investment management, with experience in portfolio analysis, financial markets, and investment products. You will be responsible for maintaining and strengthening existing client relationships, identifying new business opportunities, and delivering on sales targets.
You will work closely with our Head of Distribution to develop and implement sales and growth strategies, as well as conduct market analysis to identify trends and competitive landscape.
Key Responsibilities:
- Support the Head of Distribution to deliver on sales targets
- Build the profile of the company in the market using traditional and disruptive processes
- Identify opportunities to grow the business with particular focus on increasing the transition rate into model portfolios and fund of funds
Requirements:
- Bachelor's degree in Finance, Investments, Economics, or a related field
- Qualified CFP or CFA (any or all three levels complete) highly preferred
- Minimum of 5 years of experience in Investment Management, Investment Distribution, or a related area
- Proven success in business development
- Extensive technical knowledge of investments and portfolio management
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