Content specialist - wealth management

Education/Experience and Skills Requirement:

• Bachelor’s or master’s degree in Finance or related field.
• Completed or pursuing a professional qualification such as CFA (Chartered Financial Analyst), FRM (Financial Risk Management) or CFP (Certified Financial Planner)
• 2–4 years of hands-on experience preferably in the financial services industry
• Excellent written and verbal communication skills, with strong content development expertise
• Ability to translate complex financial concepts into clear, engaging and audience-specific content
• Strong stakeholder management and cross-functional collaboration skills
• Excellent organisational, project management and prioritisation capabilities
• Experience in content governance, lifecycle management and content repository management
• Strong analytical skills, with the ability to interpret content performance metrics and recommend improvements
• Strong attention to detail and a commitment to quality, consistency and compliance
• A self-motivated and proactive approach, with the ability to manage multiple projects simultaneously
• Experience in managing client relationships within the wealth management space would be an added advantage
• Familiarity with retirement solutions, workplace financial wellness, investment products or financial services content would be preferred

Responsibilities:

• Draft, edit and update sales enablement, client-facing and internal content in accordance with approved messaging, templates and compliance guidelines
• Develop advisor-facing, client-focused and internal materials to support business development and strategic initiatives
• Repurpose approved content into presentations, playbooks, one-pagers, FAQs, guides, training materials and toolkits
• Develop and maintain content roadmaps aligned with business priorities, sales opportunities, product initiatives and audience needs
• Translate business objectives into content and enablement plans with defined audiences, delivery channels, dependencies and timelines
• Identify content gaps, duplication and opportunities to modernise existing assets
• Simplify complex concepts related to retirement planning, workplace financial wellness, employee benefits and investment concepts into audience-specific content
• Develop and maintain messaging frameworks, value propositions, proof points, positioning statements and approved language
• Ensure consistency of messaging across presentations, proposals, campaigns, sales materials and digital channels
• Analyse content performance, stakeholder feedback and usage data to improve effectiveness
• Build and maintain centralised content repositories, governance standards, metadata structures and lifecycle management processes
• Support sales enablement initiatives through playbooks, pitch materials, training resources, discovery frameworks, objection-handling guides and advisor-readiness programmes
• Collaborate with sales enablement, marketing, compliance and subject matter experts to ensure content remains accurate, compliant and business-aligned