External Client Training

4 weeks ago


London, Greater London, United Kingdom Logan Sinclair Full time


Responsibilities:
  • Work to develop the firm's European client education plan for southern europe.
  • Deliver training programs to existing external clients (such as private bankers and financial advisers) on a range of topics related to investments and investing
  • Conduct training seminars as well as larger presentations
  • Work in partnership with existing capabilities across market segments, including sales and marketing, to constantly develop and improve these capabilities in line with market gaps and demands
  • Fold in dynamic reporting and data to these programs for consistent appraisal of success
  • Design bespoke, long-term strategies with defined goals for clients, offering support in a variety of disciplines
  • Utilise regional resource to help deliver these programs

    Requirements:
    • Undergraduate degree
    • 10+ years of post graduate experience
    • Must be native/fluent in Spanish and/or Italian
    • Previous experience within client facing role within financial services or previous experience having delivered client training programs
    • Excellent ability to present to both large and small audiences.
    • Passionate and enthusiastic about educating investment topics
    • Previous asset management experience as desirable


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