Kate Vasquez Slaughter Email & Phone Number

Gibraltar

Head of Private Banking at TN Bank

United Kingdom

Channel marketing manager for Vanguard UK D2C. Strategic planning and implementation of UK retail TTL campaigns.

London, United Kingdom

Channel marketing manager for UK intermediaries. Strategic planning and implementation of B2B marketing campaigns.

London, United Kingdom

London, United Kingdom

• Responsible for managing centralised marketing projects to ensure consistency of brand and message across 11 offices based across Europe, the US and Latin America. The role includes:
• Project management – Successful management of global marketing and communications projects across the full marketing mix, including rebranding, creation of ad hoc and periodic marketing collateral, implementation and.
• Content creation – Responsible for creation of website content and sales collateral including quarterly product booklets, company brochures, product fact sheets, sales presentations and videos
• Events – Organising internal and external events such as team offsites, sponsorship of conferences, seminars, awards events and internal staff parties
• Internal communications – Solely responsible for all internal communications, including intranet content, newsletters, CEO communications as well as our Corporate Social Responsibility program
• Relationship building/management – Developing and maintaining relationships with key stakeholders, both internally and externally, including 11 offices globally, board members and senior management, sales, compliance.

London, United Kingdom

Responsible for the development, planning, execution, monitoring and evaluation of integrated marketing campaigns across the full marketing mix.

London, United Kingdom

Responsible for financial adviser marketing and communications campaigns, the dedicated website for financial advisers, and NS&I attendance at key industry events.

London, United Kingdom

Responsible for the management, development, production, review and upkeep of investment marketing materials and sales presentations, ranging from widely used core offerings documents to highly bespoke client solutions. As head of the team, responsibilities also include managing, leading and supporting the full proposal development lifecycle, in addition.

London, United Kingdom

Responsible for the management, development and production of investment marketing materials and sales presentations, ranging from widely used core capabilities documents to highly bespoke client solutions.

London, United Kingdom

• Acting as the first point of contact for any queries from clients – Servicing of both English and Spanish speaking high net worth individuals based in the Latin American region
• Monitoring and taking action on all service requests and investigating client queries
• Preparation of documentation for investment dealing, account opening, fact finds and proposals involving close liaison with compliance, back and middle office
• Ensuring that jurisdictional Risk & Compliance procedures are adhered to including KYC, account opening and documentation, verification of client instructions, client reporting etc
• Maintenance and recording of all client and prospect activities on the bank’s systems (Siebel, CHS)
• Liaising with the investments team to process payments and investments – including equities, bonds and deposits

London, United Kingdom

• Providing support to a team of three advisors and their clients (US and European).
• Client servicing and reporting: Putting together quarterly and ad hoc client reviews, reporting performance figures for individual portfolios, running wealth forecasting analyses, fulfilling administrative requests for.
• Assisting in client onboarding: Putting together relevant forms and contracts, requesting relevant information from prospective clients, working with compliance to ensure all AML and KYC procedures have been followed.
• Compiling data on Excel and running reports such as: Performance figures (relative to a benchmark), net worth statements, attribution data, client reports
• Marketing: Putting together proposals using PowerPoint and Adobe, corporate event organisation, mass mailings, regular networking with professionals and high net worth individuals

End-to-end management of the recruitment process including client relationship management and interviewing of potential candidates.