At a Glance
- Tasks: Manage investor relationships and support capital raising efforts in a dynamic environment.
- Company: Join a passionate organisation at the forefront of the financial services industry.
- Benefits: Amazing career development opportunities and a supportive team culture.
- Other info: Fast-paced role with opportunities for process improvement and innovation.
- Why this job: Make a real impact by engaging with high-net-worth individuals and driving investment strategies.
- Qualifications: 1-3 years in financial services, excellent communication skills, and a keen interest in investments.
The predicted salary is between 30000 - 40000 £ per year.
Unico are delighted to continue to work with this growing, passionate organisation, who are at the top of their game. We are looking for a motivated, detail-oriented Investor Relations Associate to help grow and manage a private investor client base. This role focuses on capital raising, investor communication, and relationship management.
The role includes:
- Serve as main contact for investor queries (email, phone, Teams)
- Maintain strong relationships with investors and intermediaries
- Support investor engagement via updates and reporting
- Manage onboarding client checks, registration documentation, allocations, and CRM systems
- Assist in capital raising campaigns, outbound engagement, materials preparation, and event organisation
- Track investor activity, inflows, redemptions, pipeline, and provide internal reporting
- Identify opportunities for process improvement and support new products and acquisition strategies
Key Skills Experience:
- 1–3 years’ experience in financial services, sales, or client-facing roles
- Excellent written and verbal communication
- Highly organised, attentive to detail, comfortable with HNW individuals
- Commercial mindset, interest in investments and markets
- Proficient in Microsoft Office and CRM systems
- Investor relations/private banking experience, knowledge of alternative investments, FCA compliance, CRM platforms (Zoho/Salesforce)
Due to a very high number of applications we are unable to come back to every candidate with feedback. If you do not hear from us within 48 hours please assume that you have been unsuccessful on this occasion. Your CV will be registered with us and we will keep you updated with any other positions that may be of interest. However, please keep checking our website as new roles will be updated daily.
Unico Recruitment wishes you the best of luck in your job search. Unico Recruitment Ltd operate as an independent recruitment agency with over 20 years of experience supporting clients and candidates nationally across the UK.
INVESTOR RELATIONS ASSOCIATE employer: Unico Recruitment (London) Ltd
Unico is an exceptional employer, offering a dynamic work environment where career development is prioritised. As an Investor Relations Associate, you will benefit from a supportive culture that encourages growth and innovation, while working in a vibrant office location that fosters collaboration and engagement with high-net-worth individuals.
Contact Details:
Unico Recruitment (London) Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land INVESTOR RELATIONS ASSOCIATE
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for an Investor Relations Associate role. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of alternative investments and market trends. We want you to be able to impress with your insights and show that you're genuinely interested in the field.
✨Tip Number 3
Don’t just wait for job alerts! Regularly check our website for new openings. We update it daily, so staying proactive could land you that dream role before others even see it.
✨Tip Number 4
When you get the chance to engage with potential employers, whether through calls or Teams, make sure to showcase your communication skills. Be clear, concise, and confident – it’s all about making a great first impression!
We think you need these skills to ace INVESTOR RELATIONS ASSOCIATE
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Investor Relations Associate role. Highlight your experience in financial services and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about investor relations and how your background makes you a great fit. Keep it concise but engaging – we love a good story!
Showcase Your Communication Skills:Since this role involves a lot of communication, make sure your written application reflects your excellent communication skills. Use clear language and a professional tone, but don’t be afraid to let your personality shine through!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, you can easily check for new opportunities as they come up!
How to prepare for a job interview at Unico Recruitment (London) Ltd
✨Know Your Investors
Before the interview, research the types of investors the company works with. Understand their interests and concerns, especially regarding capital raising and alternative investments. This will help you tailor your responses and show that you're genuinely interested in the role.
✨Master Your Communication Skills
As an Investor Relations Associate, communication is key. Practice articulating your thoughts clearly and confidently. Prepare to discuss how you've handled investor queries in the past and how you maintain strong relationships with clients. This will demonstrate your ability to engage effectively with high-net-worth individuals.
✨Showcase Your Organisational Skills
Highlight your attention to detail and organisational abilities during the interview. Be ready to discuss specific examples of how you've managed client onboarding processes or tracked investor activity. This will reassure them that you can handle the responsibilities of the role efficiently.
✨Be Ready for Process Improvement Ideas
Think about ways you could improve existing processes or support new product strategies. During the interview, share any relevant experiences where you've identified opportunities for improvement. This shows initiative and a proactive mindset, which are highly valued in this role.
