• Presenting investment strategy to sales teams, clients and prospects.
• Designing pitch notes, talking points, market commentary in different languages, across all
• Advising clients on their investment portfolio allocation, setting investment strategy,
conducting account reviews, pitching additional investment opportunities.
• Generating new investment ideas, analysing and researching data and presenting to sales
• Planning, coordinating and participating in live webinars and market update videos.
• Proactively following market news, reading analyst comments and projections to understand
impact on clients’ portfolios.
• Participating in meetings with external product vendors to decide on new product launches.
• Collaborating with teams around the business - product, research, marketing, sales,
• Meeting asset managers and investment structurers to decide on new product launches.