Client Experience/Client Proposition Consultant, Wealth Channel, Asset Management, London - eFina...

New Yesterday

Job Description

 

Responsibilities

  • Design and execute targeted marketing collateral and presentations to showcase the investment capabilities across different market segments
  • Craft strong messaging to communicate the value proposition of the company, curating successful business cases and partnership examples
  • Develop excellent understanding of the firms wealth management and distribution partners. 
  • Support sales and client solutions teams in identifying the right products and approach to resonate with unique needs of wealth clients
  • Support senior leadership engagement by crafting strategic presentations for executive meetings
  • Lead proposition development for key business opportunities and client visits
  • Drive market research projects and client insight initiatives
  • Coordinate with internal teams including sales, product development, research, and investment specialists to deliver comprehensive client solutions

Requirements

  • 3-5 years in a business consultancy role focusing on the Asset / Wealth management industry
  • Good understanding of market developments in the wealth management and distribution landscape
  • Master's qualification in a relevant business, finance, or marketing discipline
  • Highly commercial, and proactive individual with strong business acumen to deal with senior leadership members
  • Strong communication abilities with English fluency required; additional languages valuable

 

Location:
London
Category:
Business