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

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

View more

Job Role
Financial Accountant
Sector
Finance
Contract Type
Permanent
Hours
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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