Job description

Loading...
  • Location:
    Agnostic
  • Employee Type:
    Permanent
  • Department:
    Intermediary Services
  • Division:
    IW&I
  • Employment Type:
    Full time
  • Salary:
    Competitive

Head of Strategic Partnerships/Platforms (3946)

We're one of the UK's leading investment management companies, with responsibility for over £33.9 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.

Investec Wealth & Investment seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years. But our eyes are focused on your future

Right now we're a team of 1500+ dedicated professionals located across 15 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.

Overview of Objectives and Responsibilities

  • Cultivate effective relationships with key decision makers at National IFA Firms, IFA Networks and IFA Investment Platforms
  • Increase the number of National IFA Firms and IFA Networks that ‘panel' Investec Wealth & Investment Services, thereby increasing the business flows from these entities.
  • Cultivate increased business flows into Investec Wealth & Investment Services from IFA Investment Platforms.
  • Achieve this by proactively identifying who the key decision makers are in National IFA Firms, IFA Networks and IFA Investment Platforms and establishing and/or developing relationships with them.
  • Investec Wealth & Investment's main point of contact for senior personnel at all National IFA Firms, IFA Networks and IFA Investment Platforms.
  • Build, maintain and monitor a central database of all National IFA Firm, IFA Network and IFA Investment Platform relationships
  • Assist Investec Wealth & Investment's regional Business Development Directors in engaging with local members of National IFA Firms and IFA Networks in order to increase business flows from these members.
  • Assist Investec Wealth & Investment in breaking down barriers to business. For example, with respect to National IFA Firms and IFA Networks, this will likely mean enabling IFAs to easily access Investec Wealth & Investment services for their clients.  
  • Plan and deliver sales seminars for key existing or prospective relationships (at National IFA Firms, IFA Networks and IFA Investment Platforms)
  • Liaise with a broad variety of teams at Investec Wealth & Investment to ensure that they have sufficient expertise to promote Investec Wealth & Investment services effectively.

Required Skills

  • Confident and have proficient presentation and public speaking skills.
  • Have a high level of general market and competitor knowledge.
  • Experience in successfully promoting wealth management services to IFA Networks and National IFA Firms.
  • Deep understanding of how IFA Networks and National IFA Firms operate, including the specific areas that will affect the level of business flows from these entities to Investec Wealth & Investment.
  • Strong investment and fund knowledge in terms of management style – and variables that contribute to and detract from performance.

KPI's

  • Increase AUM from National IFA Firms, IFA Networks and IFA Investment Platforms, in line with targets that will be periodically set by management
  • Increase the number of IFA Network an National IFA Firm panels on which Investec Wealth & Investment services are approved
  • Increase users of Investec Wealth & Investment services on IFA Investment Platforms

 

Research shows that some candidates – particularly female candidates – can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!

Equally, talk to us about flexible working options.


 

Meet the recruiter

Lindsay Russell

Share this page
Share with linkedin
Share with facebook
Share with twitter
Share with email
Job Alerts
Create an alert subscription based on this Job

Benefits

Pension
Private Medical Cover
Virtual GP
Gym Discounts
Psychologist Service
Annual Leave
Life Assurance