• 18 July 2008
• Reference: JR200289

• Wealth Management Consultant - London

• City of London Excellent Permanent

A wealth management consultant is required for the premier specialist investment management business and systems consultancy firm, with more than 75% of the top 50 global asset managers as clients.


They are currently seeking to recruit highly motivated and confident professionals with significant wealth management or asset management experience.


The management consultant will develop presentations, proposals and project plans, and work effectively with the client project team to ensure completion of work to timescales and budget, as outlined in the agreement with the client. They will ensure that all deliverables are to the standards and quality required by both the client and the bank.


Candidates' background should include a detailed, working knowledge of several of the following functional areas relevant to wealth management:
- Portfolio Management
- Front Office tools and processes
- Middle/Back Office systems and operations
- Performance Measurement and Attribution
- Compliance
- Risk Management
- Client Relationship Management
- Client Reporting
- Sales and Client Service
- Trust Accounting


Good business knowledge in the areas of private banking, high net worth/very high net worth asset management and/or private client stockbroking is required.

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