Triple Point was founded in 2004 with the belief that connecting investing insights with the right resources and partners can deliver powerful solutions. Today, we manage more than £3.6 billion of assets for a broad range of investors, through four distinct investment strategies: Social Housing, Clean Heat, Private Credit and Venture. These are all areas where our expertise, empathy and resourcefulness make a real difference in unlocking long-term value.
Our distinctiveness comes from our ability to connect the dots to get to the heart of any challenge, which makes us an essential partner to our clients and our investors, while leaving the world demonstrably better than we found it. We take our commitments seriously, which is why we’re a certified B-Corp and signed up to the Principles for Responsible Investment.
There are 250 of us at Triple Point. Engineers rub shoulders with lawyers, and accountants work alongside investment professionals. It’s important to us everyone’s voices are heard, and that everyone can contribute to decision-making. We’re looking for people who share our values because applying different perspectives towards a common goal drives us forward in unexpected and exciting ways.
Main Responsibilities
- Develop a thorough understanding of Triple Point’s investment products and the Triple Point Group
- Take ownership of and cultivate strong relationships with high-end IFAs, wealth managers, and key market influencers across the South West of England. The role requires regular travel to this region
- Cultivate existing and establish new profitable relationships with intermediaries to ensure that we can grow our business by providing them with investment solutions that meet their client’s requirements
- Be an ambassador for Triple Point at industry and networking events, conferences and seminars in the local region and potentially the UK if needed.
- Negotiate pricing and business terms for any bespoke investment enquiries
- Effective presentation of Triple Point products to intermediaries and potential investors
- Intermediaries will include financial advisers, private banks, tax advisors, accountants and lawyers.
- Act as client relationship manager for existing and new clients, liaising with their advisers where necessary, providing excellent levels of customer service
- To be an integral part of the sales and marketing team and work with the wider group to successfully take investment opportunities to the market through successful collaboration with peers
Knowledge and Experience
- A proven track record in building and servicing a client base of IFAs, in the private banking, wealth management or investment management sectors
- The ability to schedule and run a busy diary
- Drive the business and brand in specific location
- Ability and credentials to be the face of Triple Point in this marketplace, reinforcing our professional and intellectual credentials.
- Excellent track record in maintaining relationships with individuals at all levels in the marketplace
- Ability to understand complex investment products and understand their tax implications for investors, and to present them clearly
- Confident and strong communicator and presenter to individuals as well as larger groups
- Commercial flair and creativity
Competencies
- Proactive and highly motivated individual with the desire to achieve targets
- Precision and attention to detail
- Excellent interpersonal skills; ability to deal with people at all levels, highly articulate
- Organised, ability to multi-task and prioritise a varied workload
- Team player
- Highly numerate
Triple Point offers a wealth of benefits including a contributory pension, hybrid/flexible working and ongoing learning and development opportunities. Check out our comprehensive list of benefits HERE.
Triple Point offers a wealth of benefits including a contributory pension, hybrid/flexible working and ongoing learning and development opportunities. Check out our comprehensive list of benefits HERE.
Apply today for further information!
Triple Point is dedicated to providing fair and equal opportunities for all individuals, including both current and potential employees. Discrimination of any kind based on factors such as age, disability, gender, sexual orientation, pregnancy, race, ethnicity, religion, gender identity, or marital status is not tolerated by the company.
Our aim is to create a welcoming and diverse work environment where people from all walks of life feel valued and supported. We actively encourage individuals from various backgrounds to apply for job vacancies and become part of our team.
STRICTLY NO AGENCIES
