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- Tasks: Support retail investors by managing queries and processing investment tasks.
- Company: Join a leading investment manager known for sustainable investing across the UK, Europe, and Australia.
- Benefits: Enjoy career development, exposure to diverse clients, and a purpose-driven work environment.
- Why this job: Be part of a collaborative team focused on innovative investment solutions and sustainability.
- Qualifications: 1-2 years in a client-facing role; strong communication skills and proactive problem-solving needed.
- Other info: Familiarity with VCTs, EIS, and BR products is a plus but not essential.
The predicted salary is between 36000 - 60000 £ per year.
The Investor Relations Executive will support retail investors and their advisers by managing queries and processing investment-related tasks. The role also involves collaborating on communications, client initiatives, and becoming a subject matter expert on tax-efficient investment products.
The client is a leading investment manager in real assets and growth capital with a strong presence across the UK, Europe, and Australia. With a long-established reputation in sustainable investing, the firm provides diverse private and public investment solutions tailored to institutional and retail investors, with a particular focus on the energy transition, nature recovery, and economic growth.
The Investor Relations Executive's duties include:
- Responding to investor and adviser enquiries via phone and email within defined service levels
- Managing administrative tasks including investor transfers, redemptions, and portal support
- Assisting in the delivery of investor communications such as reports, valuations, and announcements
- Supporting the Sales team and participating in client meetings and events
- Becoming a Product Champion for a tax-efficient investment vehicle
- Contributing to service improvement, client engagement, and retention strategies
The ideal Investor Relations Executive candidate will have 1-2 years of experience in a client-facing or customer service role, ideally within financial services. They will possess strong written and verbal communication skills, a proactive approach to problem-solving, and the ability to manage competing priorities effectively. Familiarity with VCTs, EIS, and BR products is advantageous but not essential.
The candidate will join a high-performing, collaborative team within a well-regarded investment firm based in the City of London. They will be offered career development, exposure to a diverse client base, and the opportunity to contribute to innovative investment solutions. They will also benefit from working in a purpose-driven environment that values sustainability, inclusion, and long-term growth.
Contact Detail:
Michael Page Finance Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investor Relations Executive
✨Tip Number 1
Familiarise yourself with the latest trends in sustainable investing and tax-efficient investment products. This knowledge will not only help you stand out during interviews but also demonstrate your genuine interest in the role and the company's mission.
✨Tip Number 2
Network with professionals in the financial services sector, especially those involved in investor relations. Attend industry events or webinars to connect with potential colleagues and learn more about the challenges and opportunities in the field.
✨Tip Number 3
Prepare to discuss your experience in managing client queries and administrative tasks. Think of specific examples where you've successfully resolved issues or improved processes, as this will showcase your problem-solving skills and customer service orientation.
✨Tip Number 4
Research the company’s recent communications and initiatives. Being able to reference their latest reports or projects during your conversations will show that you are proactive and genuinely interested in contributing to their goals.
We think you need these skills to ace Investor Relations Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client-facing roles, particularly within financial services. Emphasise any experience you have with investment products like VCTs, EIS, and BR products, even if it's not extensive.
Craft a Compelling Cover Letter: Write a cover letter that showcases your strong communication skills and proactive problem-solving approach. Mention specific examples of how you've managed competing priorities or improved client engagement in previous roles.
Highlight Relevant Skills: In your application, clearly outline your written and verbal communication skills. Provide examples of how you've successfully responded to client queries or supported sales teams in the past.
Show Enthusiasm for Sustainable Investing: Express your interest in sustainable investing and how it aligns with your values. This will demonstrate your fit for the company culture and their focus on long-term growth and sustainability.
How to prepare for a job interview at Michael Page Finance
✨Know Your Investment Products
Familiarise yourself with tax-efficient investment products like VCTs, EIS, and BR. Even if you don't have extensive experience, showing that you've done your homework will impress the interviewers and demonstrate your commitment to the role.
✨Demonstrate Strong Communication Skills
As an Investor Relations Executive, you'll be interacting with clients and advisers regularly. Practice articulating your thoughts clearly and concisely, both verbally and in writing. Consider preparing examples of how you've effectively communicated complex information in previous roles.
✨Showcase Your Problem-Solving Abilities
Prepare to discuss specific instances where you've proactively solved problems or improved processes in a client-facing role. This will highlight your ability to manage competing priorities and contribute to service improvement strategies.
✨Engage with the Company's Values
Research the firm's commitment to sustainability and inclusion. Be ready to discuss how these values resonate with you and how you can contribute to their purpose-driven environment. This will show that you're not just interested in the job, but also in being part of their mission.
