Associate Manager/AVP - Wealth Management Sales & Content Management - Bank

Wealth Management :

This global bank's Wealth Management is one of the world's leading global wealth managers and offers high net worth clients a broad range of traditional and alternative investment solutions, providing a holistic service for all aspects of Wealth Management. Wealth Management is part of the bank's Private & Commercial Business division and combines financial strength and stability with trustworthy partnership and forward-thinking in order to create lasting value for clients.

Overview :

You will be part of central global Sales & Content Management team responsible for a variety of sales and content management tasks. These tasks will include product content creation and publishing, sales management reporting, pipeline management and administration of key tools (e.g. Pitchbook, Engage).

Responsibilities :

Sales :

- Analyse deal pipeline to drive insights and recommend actions including regular reporting and updates to management

- Support the end-to-end global sales campaigns process (incl. formulation, planning, regional coordination and tracking of global campaigns uptake)

- Continuously improve processes and ways of working for sales management, interacting with colleagues from various teams (e.g Global Products and Solutions, Finance / Business Insights, Client Analytics and others)

- Assist in preparation and distribution of regular sales management reports (including banker KPIs, performance, pipeline management and other) used at the highest levels of senior management (i.e. Wealth Management ExCo)

Content :

- Update selected content on a regular basis to ensure that it shows the latest information. Examples include updating of facts and figures in overview decks, proposition packs etc.

- Formatting, proofreading and improving: work with the business to ensure that content is correctly formatted against the brand guidelines, there are no errors in the material, content is as globally and regionally consistent as possible and suggesting improvements that could be made.

- Liaise with legal and compliance in order to get content approved and signed off for external distribution

- Writing informative and engaging content on a variety of topics as and when required. This may be to support a campaign or a particularly offering that requires client facing content.

- Analyse the MI on content usage and engagement to ensure that content produced is used and we- re providing the required content to the business.

- Management and administration of key tools used in WM

- Provide remote training on key tools to users globally

General Capabilities :

- Good understanding of wealth management or asset management propositions and products

- Excellent writing ability in English - German speaking / writing skills would be advantageous but not essential

- Strong analytical & conceptual skills, talented in analysing and interpreting large data sets

- Strong Microsoft PowerPoint and Microsoft Excel skills

- Strong interpersonal skills / stakeholder management capabilities (ability to engage and partner with Products, Coverage, CIO, Marketing, Analytics).

- Practical problem solving skills

- Ability to manage tight deadlines and multi-task

- Excellent presentation skills as well as oral and written communication skills

- Flexibility to adapt to varying demands of the role and team

- Entrepreneurial thinking and creativity

- Ideally experience in content creation / management