Investment Sales Analyst

Key Responsibilities

- Drive Sales: Track sales performance and recommend tactical actions to accelerate growth

- Portfolio & Client Reviews: Analyse client portfolios vs market conditions and recommend fund switches.

- Market Intelligence: Summarise fund performance, market moves

- Reporting & Forecasting: Support monthly forecasting and annual target setting

Requirements

- Diploma, Degree, or A Level qualifications

- Good interpersonal and communication skills

- A positive attitude, willingness to learn, and self discipline