About the role
AI summarisedThis is a consultant/senior consultant role in the wealth and asset management practice of a consulting firm, focusing on financial services clients. The role involves delivering strategic and operational consulting projects for wealth and asset management firms.
BusinessFull-timeGeneral
Key Responsibilities
- Deliver consulting projects for wealth and asset management clients
- Develop and implement strategic initiatives
- Analyze business processes and recommend improvements
- Support business development and proposal efforts
- Manage client relationships and stakeholder expectations
- Conduct market research and competitive analysis
- Prepare presentations and reports for client engagements
Requirements
- Bachelor's degree in finance, business, or related field
- MBA or advanced degree preferred
- 3-6 years of experience in wealth/asset management or consulting
- Strong analytical and problem-solving skills
- Excellent communication and presentation skills
- Ability to work in a team-oriented environment
- Proficiency in Microsoft Office Suite
- Knowledge of wealth management industry trends
- Experience with project management methodologies
- CFA or CAIA certification is a plus