Institutional Funds Associate

• Feb 2022 - Present

Business Development Manager

• May 2019 - Feb 2022

Responsible for fundraising into tax efficient investment products that specialise in renewables, real estate, equities and private equity. My responsibilities include: - Managing relationships with over 100 financial intermediaries. - Presenting investment planning scenarios to wealth managers and IFAs. - Growing business with new and existing accounts through regular phone calls, meetings and client seminars. - Product expert part of the VCT team helping to deliver fundraises to market, with a focus on sales and marketing strategy. Show less

Business Development Associate

• Sep 2018 - May 2019

As a Business Development Associate, my role focused on meeting booking and new business generation focusing on the retail advice market. Our product suite includes Venture Capital Trusts, Discretionary Funds, Energy, Real Estate and Enterprise Investment.

Dealer

• Feb 2018 - Sep 2018

A relationship management focused role where I looked after a HNW client portfolio and was responsible for growing trading volume of these accounts. This role included: - Managing FX exposure through use of limit orders, spot and forward contracts. - Cross selling to other business functions.- Leading on client retention.

Sales Executive

• Jun 2016 - Feb 2018

This was a sales focused role where I was responsible growing the company's book of trading clients where I managed the on-boarding process through to first trade. My responsibilities included: - Building meaningful relationships with HNWs and corporates through phone calls and meetings. - Working closely with the dealing team to understand and pitch trade ideas. - Weekly analysis of sales numbers to improve account opening conversion.- Regular commentary on FX market.

Work Experience

• Jul 2015 - Jul 2015

Work Experience (Construction & Projects department) Work Experience (Construction & Projects department)