Investment Product Executive / Investment Marketing / Private Bank
October 12, 2018
London, United Kingdom
The Investment Product Executive will be responsible for the development, adaptation, delivery and maintenance of all UK investment product marketing materials and investment research. Part of this role is adapting and ensuring approval of the materials that are created by the central investment writing and publishing teams to help drive increased revenue by providing our relationship managers with regular, intelligent content to share with their clients and prospects.
The Investment Product Executive will Focus on driving increased revenue by adapting and delivering centrally created marketing materials including investment ideas and investment guides to the UK Relationship Managers.
Be responsible for coordinated investment idea flow acting as the conduit between RMs and Product owners to help drive additional activity.
Work with the Product owners to identify and implement innovative methods of providing our clients and prospects with our local investment and market views.
Work with the Product owners to develop suitable marketing materials when we launch new products targeting UK clients.
Support the portfolio management and advisory teams with spot checks of 'post review' publications including investment research publications, CIO Letters, Podcasts and Market Outlooks.
Support Product owners with generic pitch presentations and marketing materials including educational brochures for different product types, ensuring sign off in line with UK financial promotion rules.
Where possible, use pre-defined templates to design marketing materials and if necessary work with external agencies
Support the development of an RFP library to help with consistent responses to FAQ and on an ad hoc basis, support relationship managers with the production of RFPs.
Regularly seek feedback from RMs and where possible, directly from clients, to ensure materials are consistently improved.
Build strong relationships with UK based relationship managers, Investment Advisors, Portfolio Managers and Wealth Planners
At least 5 years relevant experience within UK wealth management or Asset Management - as an investment analyst, investment manager or product specialist - and an interest in a technical marketing role or investor relations.
Knowledge in or an interest in the technical elements of investment products
Degree educated (Business, Finance, economics etc.) or relevant professional qualifications (IMC, IOC, IAD etc)
Excellent written and verbal communication and presentation skills
Self-motivated with ability to work well independently
Exceptional attention to detail
An interest in and an eye for design and presentation
Strong analytical and numerical skills
Excellent knowledge of Microsoft Office systems (Excel, Word, PowerPoint etc.)
Internal Number: 4678041
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