The role involves creating long term partnerships and developing business opportunities with UK based intermediaries - IFA and Restricted - using CBAM’s full range of investment services. Performance is defined in terms of developing new relationships and securing profitable business flows arising from these relationships.
Create long term business partnerships with UK based Intermediaries. Be able to articulate CBAM’s full range of investment services in a compelling manner. Achieve personal objectives in line with CBAM’s corporate objectives. Demonstrate good investment knowledge. Have an understanding of the tax and operational structures used by Intermediaries, eg, Pensions, ISAs, Bonds, GIA’s, Trusts and Platforms. Act in a professional and compliant manner at all times.
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