Investment Presentation Specialist

  • Location

    City of London, London

  • Sector:

    Wealth Management

  • Job type:


  • Salary:

    £25 - £26 per annum

  • Contact:

    Benjamin Holmes

  • Contact email:

  • Job ref:


  • Published:

    over 1 year ago

  • Expiry date:


  • Consultant:


MB Fitzgerald is currently working with one of their most prestigious clients based in London on an Investment Presentation Specialist vacancy.

Our client is an UHNW Wealth Management business based close to Charing Cross Station, they are currently seeking to recruit for an experienced individual to join their team.

This highly regarded wealth manager is a well established business that have an excellent reputation in the market. Their current requirement is for a very niche role, essentially it's a marketing type role working for the Investment Management division of the business.

The presentation Specialist's job is to support the Investment Management team with the design of marketing, client reporting literature and presentation packs. This is a little bit like a marketing role but solely focuses on supporting the Investment side of the business.

Role duties include;

  • To support the Investment Management team with the design of marketing and client reporting literature
  • To support in the preparation of presentation packs for business pitches
  • Design of new promotional literature, client reports, meeting papers and other material for print and online
  • Regular review and updating of information on presentation packs
  • Similar assistance to other businesses within the Group may be required
  • Promote and develop robust Operating Procedures across the business

A market leading salary is on offer along with excellent benefits package.