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External Client Training / Education Specialist, (Spanish and/or Italian speaker), Asset Management,

Logan Sinclair
London, United Kingdom
Competitive Salary
Closing date
Feb 13, 2024

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Job Role
Financial Accountant
Contract Type
Full Time


  • 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


  • 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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