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Job Details

Wealth Management Consultants

Ref: MT - Wealth Management
Type: Permanent
Location: London or South East
Salary: £65000 to £120000 + Bonus, Healthcare and Pension

Our client is one of the leading Management Consultancies in the world and is, as part of a period of significant growth within their Wealth management practice are looking for specialists in this area

REQUIREMENTS

  • You have experience of project work within Wealth Management, Private Banking or Investment Management, either as a consultant or within a top-tier industry institution - a combination of both of these would be ideal.
  • You have a strong understanding of the project lifecycle and the ability to employ these concepts in process design, system implementation and the development of client deliverables.
  • You have experience of work within Transformation programmes addressing the Operating Model of a Wealth Management organization - either at global or regional level.
  • You have a solid background in at least one of the customer segments in Wealth Management: Mass Affluent, Affluent, High Net Worth, Ultra High Net Worth
  • You have in-depth knowledge of at least one of the following areas:
    •  Management of Client Relationships
    • CRM Applications
    • Financial Planning
    • Portfolio Management / Investment Advisory
    • Wealth Structuring (Tax, Trusts, Estates, etc.)
    • Investment Management Middle and Back Office Operations or Systems
  • Additional areas of Professional Experience which would be of value include:
    • functional knowledge of key Private Banking packages such as Avaloq, Olympic, T24, Odyssey AAA, Quasar/Rhymesight
    • prior experience of implementation of Wrap platforms, or functional knowledge of Wrap platform
    • prior experience of image and workflow with Wealth Management organisations
    • prior experience with the outsourcing of Wealth Management / Investment Management services, either from the perspective of the wealth manager or the service provider

This is an outstanding opportunity for a career-minded individual who enjoys the profile and diversity of working with the best people on industry-leading projects.

The firms growth and evolution depends on the continuing professional development of everyone in the Company. As a result, they are totally committed to the professional development of their people, providing clear career direction and create a supportive environment and effective tools which allow each individual to take responsibility for their chosen development path.

In addition to career development, our client offers comprehensive and highly competitive compensation and benefits packages structured to suit local markets. Their compensation package consists of base pay, variable pay, long-term incentives and benefits. The concept is based on rewarding our people in a way that is fully aligned with competitive programs and processes in the marketplace.

We place value on performance at both corporate and individual levels and we compensate employees based on sustained performance as determined by an appraisal process that ensures transparency, fairness and consistency.

Please apply for more details

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