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