Investor Relations Executive
The Investor Relations Executive's responsibilities 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
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