Overview
In this role you will deepen shareholder engagement across JPMAM’s investment trusts, driving growth by expanding the investor base and coordinating cross-functional activity in the UK. You will work closely with Client Directors, marketing, and sell-side brokers to support IPOs, board interactions, and cross-selling within the trust range. The position centers on building durable relationships with existing holders while attracting new institutional, pension, and wealth management clients, including regional UK activity. You will present insights to boards and help shape sales strategies, with an emphasis on client-centric, measurable outcomes. This opportunity offers exposure to a broad, 2
Pay / Benefits
- exceptional benefits program
Responsibilities
- Develop and deepen relationships with current investment trust holders across the UK
- Identify and engage new investors (institutional, pension funds, wealth management) to broaden shareholder base
- Coordinate and support new investment trust IPOs
- Inform shareholders about investments and cross-sell other funds
- Collaborate with Client Directors on trust developments, register management, discount management, and growth opportunities
- Record activity and follow-ups in SEP
- Provide written feedback on investments for quarterly board reporting
- Present to Boards of Directors on feedback and sales strategy as required
- Own specific Investment Company Boards and deliver feedback and sales plans at meetings
- Collaborate with marketing and PR to attract retail investors
- Develop relationships with sell-side brokers to target opportunities with professional investors
Key requirements
- Experience in investment fund/investment company sales
- Existing relationships with UK investment trust buyers
- Professional qualification such as IMC
- Strong client relationship and activity planning skills
- Interest and knowledge of global economies and stock markets
- Excellent presentation skills and ability to operate at all seniority levels
- Organised self-starter with good time management
- Conscientious team player
- Willingness to travel and spend significant time away from office
- Knowledge of UK regulatory requirements and fitness/propriety processes
- client-focused
- relationship-building
- presentation skills
- market knowledge of UK investment trust landscape
- board reporting and governance understanding
- SEP usage for activity tracking
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