Wealth / Asset Management Consultant – Senior Consultant and Manager

Wealth / Asset Management Consultant – Senior Consultant and Manager

• Location: London or Edinburgh
• Posted: March 22, 2024

Company Statement:

My client, an award-winning global consultancy specialising in financial services, is looking to build out their consulting team in their Wealth & Asset Management practice. They are well-known for their outstanding culture, great opportunities for progression, and dedication to its employees’ development. As a key consulting partner to leading wealth managers and private banks, they actively contribute to the modernisation and transformation of the industry.

Role Overview:

The role is an opportunity to be part of a growing capability. You will be working on projects that include client service proposition design, regulatory change, process improvement, digital transformation, and technology platform implementation.

Requirements:

• Operational or change experience in wealth, asset management, or private banking
• Ability to deliver change from strategy through solution implementation
• Understanding of how these businesses deliver value, control costs, and grow their business
• Comfortable working alongside technology on digital transformation projects
• A strong communicator, who is well-versed in managing external stakeholders
• Familiarity with rules and regulations in the industry, including MIFID II, GDPR, Suitability, and SMCR
• Qualifications such as PMP, Prince2, Lean Six Sigma, and CFA are advantageous
• A salary ranging from £60,000 – £110,000
• 10-15% bonus
• The role offers hybrid working in either London or Edinburgh
• Engaging projects with global financial institutions
• Ongoing learning opportunities for skill enhancement
• Flat, non-hierarchical structure for direct collaboration with senior partners and clients
• Diverse, inclusive, and meritocratic culture

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