Senior Client Investment Specialist - Technical Marketing

SUMMARY:
Lead and support specialist with responsibility for the provision of the full range of Technical Marketing services, including provision of better and more insightful information, research, thought leadership, enhancements to existing communication and educational material

POSITION INFO:

JOB DESCRIPTION

• Deliver on annual Technical Marketing collateral plans comprising a mix of analytical reports, written reports, thought leadership pieces and presentations to various internal and external clients, providing clients with confidence to select and adopt appropriate solutions and services.
• Develop technical marketing collateral into saving, investments and retirement planning
  • Work with the product and marketing teams to develop how our products are positioned in the market. Also work with marketing, distribution and training to communicate that positioning effectively and to help enhance commerciality and client experience.
  • Be a trusted technical specialist and work with the wider marketing team to contribute to and validate content for campaigns, events and communications.
• Proven ability translate complex investment and business-related concepts into simple and intuitive communications that are engaging for intermediaries and clients.
• Analyse the strategic requirement for promotional activities and plan the content promotions and campaigns accordingly. Consult the product specialists and other professionals to take their inputs while preparing these strategic deliverables.

JOB REQUIREMENTS

• Degree qualifications in Finance or a related field in financial services. Marketing, Qualified Actuary, CFA Charterholder certification is considered desirable.  
• Proficient in MS Office (Excel, Word and PowerPoint)
• 5 – 10 years’ experience (preferably retail industry).
• Broad marketing, communication and sales experience in all areas of investments and asset management industry, and a good understanding of the needs of large institutional investors as well as discretionary, individual investors

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