Senior Investment Consultant - Pensions
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Guildford, Surrey, United Kingdom
4d ago
source : jobswipe

Our client is a prestigious pensions company who is seeking a Senior Investment Consultant to join their Guildford team.

Main duties and responsibilities

Tasks will include but are not limited to :

Being responsible for all aspects of the management of a clients portfolio

Building strong relationships with our clients and working with trustees or companies to help solve their investment / risk management challenges

Designing innovative investment strategies including growth portfolio design, liability hedging portfolios and cash flowing matching portfolios.

Leading the delivery of advice at client meetings and helping clients decide what action to take.

Working within the Investment Consulting team to ensure our advice is produced to the highest quality.

Leading research teams to undertake research into new consulting ideas and investment manager products in order to help to solve our clients' problems.

Support new business activities including production of tender submissions and attendance at pitches to articulate our proposition.

Potentially to identify and pursue new business opportunities, in addition.

Mentor and coach junior members of team to develop the skills to help them realise their potential.Job Requirements


Passionate about investments and investing

Strong desire to accelerate the development of other team members

Excellent communication skills, both verbal and written

Commitment to client service

Direct experience of providing investment consultancy to UK pension schemes

Ability to identify fee generating opportunities

Desire to contribute to idea generation and the confidence to express a view

Certified to advise on investments under Senior Manager Certification Regime

Ability to work in a team towards targets

MS Office skills and experienceDesirable

Experience of new business tender responses and pitching

Appetite to get involved in new business origination

Role : Senior Investment Consultant - Pensions

Job Type : Permanent

Location : Guildford, Surrey,

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