External Client Training - London (Greater), United Kingdom - Logan Sinclair

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    Full time
    Description


    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