Holt Recruitment

Asset Management Consultant

If you’re a confident salesperson who enjoys building relationships and closing deals, this Asset Management Consultant role offers a solid opportunity to step into a high-earning environment with real progression.

It’s well suited to an Asset Management Consultant who’s motivated, organised, and comfortable managing their own pipeline.

As an Asset Management Consultant, you’ll be speaking with investors and high-net-worth individuals, introducing them to asset-backed investment opportunities.

This Asset Management Consultant position involves a mix of prospecting, presenting, and following deals through to completion, with a strong focus on consistency and results.

Monday to Friday: 9:30am – 5:00pm, with a 1-hour unpaid lunch break (32,5h week)

Key Responsibilities:

- Build and manage your own pipeline as an Asset Management Consultant
- Speak with investors and present investment opportunities clearly
- Carry out daily client presentations (in person and via Zoom)
- Generate leads across both B2B and B2C channels
- Support clients through the full investment process
- Keep up to date with financial news and market trends

Essential Skills:

- Previous experience in sales, ideally in a role similar to Asset Management Consultant
- Strong communication and presentation skills
- Confident, driven, and target-focused
- Able to generate leads and manage your own workload
- Interest in finance and investments
- Professional and reliable approach

 
Desirable Experience:

- Background in financial services, investment sales, or estate agency
- Experience working with high-value clients
- Understanding of alternative investments

Benefits:

- Competitive basic salary plus uncapped commission
- Clear earning potential for a successful Asset Management Consultant
- Training and ongoing support
- Office-based role with good transport links and parking
- Hybrid working available after probation

This Asset Management Consultant role offers a straightforward path into a rewarding sales environment where effort directly reflects earnings.

Apply directly and our team will call you. 


  • Start: 07/04/2026
  • Rate: £24000 per annum
  • Location: Windsor,England
  • Type: Permanent
  • Industry: Sales
  • Recruiter: Holt Recruitment
  • Contact: Kate Taylor
  • Tel: 44 (0)1202 147689
  • Email: to view click here
  • Reference: V-122171
  • Posted: 2026-04-07 15:24:04 -

  • View all Jobs from Holt Recruitment


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