Discover a rewarding role as a Public Assets Specialist with Nicola Wealth. This hybrid position focuses on client engagement and investment strategy communication.
Reporting directly to the Head of Public Assets, you'll collaborate with portfolio managers and wealth advisors to translate complex investment strategies into accessible insights. The role involves not just client support but also requires operational involvement in product development and market positioning.
Key Responsibilities:
• Collaborate with investment teams on client strategies
• Create and maintain marketing and client communications
• Present at meetings and industry events with expertise
• Analyze market trends for product development
• Assess and optimize product performance
Requirements:
• Minimum 10 years in asset and product management
• Robust expertise in equity and fixed income
• Proven experience with high-net-worth clients
• Bachelor's Degree in finance or relevant discipline
• Preferred CFA designation
Engage with clients confidently as you support public assets at Nicola Wealth.
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