Sales and Investor Relations Manager

Lion Asset Management is a fast growing and exciting pooled investment and educational platform enabling clients to choose from a range of different funds to invest into in an effective & efficient manner with low barriers to entry (investment levels start at £500,000).

Lion Asset Management are searching for an ambitious, hungry and innovative Sales professional who can help build and grow the business in line with demand. As a senior member of the team the role will cover Sales, Marketing and Investor Relations activities. Success will lead to significant rewards both personally and professionally.

About the role:

Main Duties / Responsibilities Of The Role:

This role offers an exceptional opportunity to join a fast growing and established venture. The preferred candidate will operate closely with the Sales Director to perfect and enhance the Sales and Marketing proposition and to ensure Lion Asset Management can hit their aggressive financial growth milestones.

This role will require an intelligent, hungry and motivated Sales professional who can think outside the box and assist in getting the best output from the team by setting a stellar example. The pace is fast and the team is a dynamic and diverse combination of individuals.

The key activities:

Contact new leads discussing and explaining the investment model Lion Asset Management offer with the aim to setting up face to face meetings throughout Europe.
Respond to both incoming calls and actively searching for new leads by attending networking events and creating a new contact base.
Conduct both face to face and phone meetings with potential investors, discussing the model in detail and specific investment opportunities which are currently available.
Hit aggressive sales targets both in terms of sales, growing the client base and increasing the active investor group conversion rates.
Awareness of and adherence to regulatory requirements regarding the sales of UCIS products.

Education And Professional Qualifications:

Candidates should hold a QCF/L4 qualification in financial advice gained through the CII.
You will qualify for the issue of a Statement of Professional Standing (SPS) by an FCA accredited body (such as the CII).
RO4 or willingness to study for and pass RO8 is essential.
AF3 or G60 desirable though not essential.
Willingness to study for AF3 is essential.
Graduate from university.
Highly numerate.

Career Experience / Background:

Proven track record in Sales and achieving targets.
Strong customer relationship management, communication and presentation skills.
Experience of coming up with new and innovative ideas to enhance sales.
Ability to quickly build a strong rapport with HNW investors (especially over the phone).
Experience of financial products.

Business Skills & Knowledge:

Analytical skills. Ability to think logically to analyse problems & people.

Exceptional communication skills – ability to relay information in a concise and understanding way to lead to successful sales.
Self-starter who can think outside the box to generate new ideas and sales.
Control and process engineering experience is valuable (enhancing the sales process as the business grows is desirable).

Other Requirements

Adapting and responding to change

Adapts interpersonal style to suit different people or situations
Coping with pressures and setbacks

Keeps emotions under control during difficult situation
Delivering results and meeting customer expectations

Sets high standards for quality and quantity
Planning and organising

Manages time effectively
Relating and networking

Establishes good relationships with investors and staff

General requirements

Good interpersonal, leadership and influencing skills – able to influence and commands respect through actions
Quick learner
Ability to work under pressure with a consistently positive attitude
Strong organisational skills
Ability to understand the detail but also able to take a big picture 
Strong communications skills at all levels
Strong relationship skills and ability to manage conflict
Desire and commitment to “make a difference”
Dynamic and willing to challenge the status quo
Proactive, has drive and energy to be successful
100% Team player


It’s not all work at Lion Asset Management. We like to place a strong emphasis on ensuring that people can play as hard as we expect them to work.

Most employees are members of the gym located in the same building, where they receive discounted membership. We make sure we look after our people by offering healthy meals cooked by a chef, as well as the chance to relax with a regular free massage.

All of our teams enjoy social events, whether that is rock climbing, cocktail making, abseiling, skippering a yacht or whatever new event the latest member of the team can come up with.

We also meet together away from the office at least twice a year to discuss the company’s strategy, to learn from each other, but most of all to have some fun together.

We pride ourselves on the fact that we have very high retention rates of employees and we think this is because our people have a large amount of autonomy in their roles and because we strive to make Lion Asset Management an enjoyable and satisfying place to work.

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