Investment & Wealth Education Specialist

Investment & Wealth Education Specialist

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About the job

Investment & Wealth Education Specialist (Fintech, NYSE Listed)

 

Duties & Responsibilities

Strategic Educational Outreach

  • Regional Workshop Execution: Design and lead financial empowerment seminars across Southeast Asian markets to enhance public investment competency.
  • Curriculum Architecture: Build an “Investment Fundamentals” library consisting of modular slide decks, interactive worksheets, and reusable templates tailored to various investor personas.
  • Event Presence: Deliver keynote presentations at physical experience centers and industry summits focusing on risk management, portfolio diversification, and financial psychology.

Research Translation & Market Insights

  • Actionable Intelligence: Transform institutional-grade research into practical, step-by-step guides for retail users.
  • Content Localization: Adapt macro-economic trends and earnings season data into “investor-friendly” summaries that highlight regional growth opportunities.
  • Thematic Campaigns: Support marketing cycles by providing the educational “hook” for trending sectors and economic shifts.

Cross-Functional Integration & Compliance

  • Internal Subject Matter Expert: Act as the primary consultant for Marketing, PR, and Community teams to ensure all educational output is accurate and high-quality.
  • Quality Control: Audit and standardize educational assets to maintain a unified voice while ensuring strict adherence to regulatory standards.
  • Media Representation: Serve as a spokesperson for media inquiries, interviews, and industry panels.

 

Requirements:

  • Communication: Professional fluency is required for media engagements and regional collaboration.
  • Public Speaking: Proven track record of hosting webinars and live events for large audiences.
  • Agility: Ability to react quickly to market-moving news (e.g., earnings releases) to provide timely community guidance.

 

MOM EA # 24S2636

Salient Talent Pte Ltd.

 

Interested in this role? Reach us at info@salientgroup.com.au

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We’re here to help! We work across multiple time zones and the Asia-Pacific region, so no call is ever too late or early and we’re happy to travel when required.

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Email: info@salientgroup.com.au

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