Content Writer - Wealth Management

Overview :

We are seeking a skilled

Content Writer

with a passion for finance and wealth management to join our team. The ideal candidate will have a strong understanding of financial products, services, and trends, and be able to create engaging and informative content that resonates with our high-net-worth clients, financial advisors, and other in house stakeholders. You will collaborate closely with the marketing team, relationship managers, and subject matter experts to produce content.

Key Responsibilities :

Content Creation :

Develop compelling and informative content including brochures, social media posts, website copy, email campaigns and standard communications.

Financial Insights :

Translate complex financial concepts into clear, engaging content for a variety of audiences, from HNWIs (High-Net-Worth Individuals) to retail investors.

Web Content :

Regularly update website content to align with industry trends and company initiatives.

Campaign Support :

Work closely with the marketing and product teams to develop content for integrated marketing campaigns, including wealth management products & presentations.

Compliance :

Ensure all content meets regulatory requirements and is compliant with the firm’s legal and compliance standards.

Market Research :

Stay up to date on wealth management trends, financial market developments, and competitor activities to produce relevant and timely content.

Collaboration :

Partner with financial advisors, relationship managers, and business development teams to identify client needs and create targeted content that supports sales and client engagement.

Qualifications :

Bachelor’s degree in Journalism, Communications, Finance, or a related field.

2+ years of experience

in financial writing, preferably in wealth management, financial services, or fintech.

Strong understanding of financial products, investment strategies, and wealth management services.

Exceptional writing, editing, and proofreading skills.

Familiarity with content management systems (CMS) and SEO best practices.

Ability to translate complex financial concepts into easy-to-understand content.

Experience with social media platforms, email marketing tools, and digital marketing strategies.

Attention to detail and ability to work in a fast-paced environment with tight deadlines.

Familiarity with financial regulations and compliance (preferred but not mandatory).