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Asset Management Consultant

Job Posted: an hour ago

Salary: £ 24,000 - 24,000 / Annum
Job Type: Permanent
Location: Windsor

Expire in: a month

Job Description

If you’re a confident salesperson who enjoys building relationships and closing deals, this Asset Management Consultant role offers a solid opportunity to step into a high-earning environment with real progression. It’s well suited to an Asset Management Consultant who’s motivated, organised, and comfortable managing their own pipeline.

 As an Asset Management Consultant, you’ll be speaking with investors and high-net-worth individuals, introducing them to asset-backed investment opportunities. This Asset Management Consultant position involves a mix of prospecting, presenting, and following deals through to completion, with a strong focus on consistency and results.

Monday to Friday: 9:30am – 5:00pm, with a 1-hour unpaid lunch break (32,5h week)

 Key Responsibilities:

Build and manage your own pipeline as an Asset Management Consultant
Speak with investors and present investment opportunities clearly
Carry out daily client presentations (in person and via Zoom)
Generate leads across both B2B and B2C channels
Support clients through the full investment process
Keep up to date with financial news and market trends
 Essential Skills:

Previous experience in sales, ideally in a role similar to Asset Management Consultant
Strong communication and presentation skills
Confident, driven, and target-focused
Able to generate leads and manage your own workload
Interest in finance and investments
Professional and reliable approach 
 Desirable Experience:

Background in financial services, investment sales, or estate agency
Experience working with high-value clients
Understanding of alternative investments
 Benefits:

Competitive basic salary plus uncapped commission
Clear earning potential for a successful Asset Management Consultant
Training and ongoing support
Office-based role with good transport links and parking
Hybrid working available after probation
 This Asset Management Consultant role offers a straightforward path into a rewarding sales environment where effort directly reflects earnings.

 Apply directly and our team will call you

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Looking for your next career move? Join a top company hiring Asset Management Consultant job near me in Windsor! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!