- Promotion of the third party mutual funds offering, ETFs and in-house funds to bankers across UK and EMEA- Covering fixed interest, equity and commodity funds- In-house funds comprise single asset class and multi asset class multimanager- Level of knowledge need to be sufficient to be able to discuss the Funds in place of the fund manager- Creating and promoting a wide variety of investment ideas and themes, while at the same time offering fund solutions to client demand-… Show more - Promotion of the third party mutual funds offering, ETFs and in-house funds to bankers across UK and EMEA- Covering fixed interest, equity and commodity funds- In-house funds comprise single asset class and multi asset class multimanager- Level of knowledge need to be sufficient to be able to discuss the Funds in place of the fund manager- Creating and promoting a wide variety of investment ideas and themes, while at the same time offering fund solutions to client demand- Help the asset management companies understand the management selection process at Barclays Wealth- General strategic messages delivered to audiences of over 100 at a time- Tactical messages are delivered through team/cell/pod meetings and 1:1 meetings- Attend client meetings (or participate in phone calls) to discuss mutual funds and the manager selection process at Barclays Wealth- Explaining to clients the manager selection process at Barclays Wealth and how it differentiates us from our competitors Show less

- Working with fund managers and the sales teams, in order to communicate the investment message on Gartmore’s core funds- Central pivot of communication between sales teams and the investment floor- Covering all fund manager desks – equities, fixed interest and multi manager- Continually develop the fund management message into new messages, by creating new and innovative angles and interpretations on how to discuss the messages- Bespoke work on helping… Show more - Working with fund managers and the sales teams, in order to communicate the investment message on Gartmore’s core funds- Central pivot of communication between sales teams and the investment floor- Covering all fund manager desks – equities, fixed interest and multi manager- Continually develop the fund management message into new messages, by creating new and innovative angles and interpretations on how to discuss the messages- Bespoke work on helping members of the sales teams to win specific client business through the preparation of focussed material- Attend client meetings on behalf of the fund manager- Work closely with fund managers in order to be able to fully explain their current strategy, holdings, thoughts and outlook to the wider distribution teams Show less

- Developing and implementing a marketing communications programme for the discretionary and institutional channels, where previously there were neither- Focusing material and time on specific clients (e.g. multi-managers) and events (e.g. key industry conferences – Sway, Investment Week, St Moritz, etc.), together with competitor analysis work- Maintaining an extremely close relationship with the fund managers, in order to be able to deliver an ongoing message on each of… Show more - Developing and implementing a marketing communications programme for the discretionary and institutional channels, where previously there were neither- Focusing material and time on specific clients (e.g. multi-managers) and events (e.g. key industry conferences – Sway, Investment Week, St Moritz, etc.), together with competitor analysis work- Maintaining an extremely close relationship with the fund managers, in order to be able to deliver an ongoing message on each of the core funds- Delivering ad hoc fund messages on the markets, fund performance and fund manager activity, to support the sales message for the core funds Show less

- Work with the fund managers in Prudential’s commercial property investment management arm (PRUPIM) to create and communicate all dimensions of the investment message- Act as the main point of contact and representative for the global distribution channels of Prudential and M&G- Proactively promoting PRUPIM and its funds through the development of new ideas, positive messages and challenging of existing concepts- Supplying a regular stream of stories and messages to… Show more - Work with the fund managers in Prudential’s commercial property investment management arm (PRUPIM) to create and communicate all dimensions of the investment message- Act as the main point of contact and representative for the global distribution channels of Prudential and M&G- Proactively promoting PRUPIM and its funds through the development of new ideas, positive messages and challenging of existing concepts- Supplying a regular stream of stories and messages to the M&G PR and Media Communications team, in order to promote PRUPIM- Attending client meetings with distribution, in place of the relevant fund manager Show less

- Plan, construct and deliver the entire marketing drive to support the discretionary sales team, the majority of which is then used by the whole of M&G Retail Sales- Interpret and translate the common elements of the fund management approaches into well articulated investment messages for a range of audiences- Write monthly commentary and quarterly reports for funds which are not covered by the investment writing teams- Determine the topic and content of fund… Show more - Plan, construct and deliver the entire marketing drive to support the discretionary sales team, the majority of which is then used by the whole of M&G Retail Sales- Interpret and translate the common elements of the fund management approaches into well articulated investment messages for a range of audiences- Write monthly commentary and quarterly reports for funds which are not covered by the investment writing teams- Determine the topic and content of fund manager presentations for key seminars and conferences throughout the year, and to manage the production of such Show less

- London-based reactive/proactive contact for discretionary clients (relationship building)- Role gradually changed into being a central point of contact for technical queries for the entire M&G Sales Team, on account of my strong relationship with fund managers- Providing technical support to the discretionary sales team, such as competitor analysis, identifying determinants of fund out/underperformance, and being able to explain EVERY holding in the funds, especially the… Show more - London-based reactive/proactive contact for discretionary clients (relationship building)- Role gradually changed into being a central point of contact for technical queries for the entire M&G Sales Team, on account of my strong relationship with fund managers- Providing technical support to the discretionary sales team, such as competitor analysis, identifying determinants of fund out/underperformance, and being able to explain EVERY holding in the funds, especially the bond funds- Write proactive articles (emails, letters, sales handouts, fund overviews/summaries) on current sales themes, reflecting portfolio activity, attribution analysis, current market/macroeconomic themes and potential gaps in clients’ ‘buy’ lists Show less

- ‘Front line’ responsibility for the management of 256 private investment portfolios, investing in gilts, UK equity and overseas collectives, value £100k to £1.8m each- Plan and conduct regular client contact (written, telephone and face to face meetings)- Advise clients on portfolio performance, explain/agree recommendations for changes, obtain additional funds, selling of non-regulated financial products, and identifying cross-selling opportunities- Construct… Show more - ‘Front line’ responsibility for the management of 256 private investment portfolios, investing in gilts, UK equity and overseas collectives, value £100k to £1.8m each- Plan and conduct regular client contact (written, telephone and face to face meetings)- Advise clients on portfolio performance, explain/agree recommendations for changes, obtain additional funds, selling of non-regulated financial products, and identifying cross-selling opportunities- Construct performance figures for bespoke portfolios’ attribution analysis- Understand and relate aspects of micro and macro economics and the impact on portfolios- Communicate to clients in a clear and concise manner ALL aspects of their investments- Establishing and maintaining strong relationships with retail banking and sales force staff, including attendance at meetings in order to secure the sales of new products- Provide training on NPB services/products to encourage lead generation from branches- Targeted for new and additional funds and fund retention Show less

Complaint handling, written enquiries, Helpdesk (telephone enquiries), reconciliation and various back office areas (such as new business, closures and dealing)

- Support role to Relationship Managers (the role I took on in August 1997, as above)- Back office duties, including client support (telephone, letters and face-to-face)