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- Tasks: Lead strategic planning for executive clients in wealth management.
- Company: Join a dynamic team shaping the future of wealth management.
- Benefits: Enjoy a competitive salary up to £90,000 and flexible working options.
- Why this job: Make a real impact in the wealth management sector while collaborating with top executives.
- Qualifications: Strong knowledge of wealth management, excellent communication skills, and consultancy experience preferred.
- Other info: Opportunities available in both London and Edinburgh.
The predicted salary is between 54000 - 126000 £ per year.
Location: London, United Kingdom
Job Category: Other - EU work permit required: Yes
Job Description: London (2/3 days a week in the office) Up to £90,000 plus benefits.
Shape the Future of Wealth Management
Are you a strategic thinker with deep expertise in the savings and retirement sector? Do you excel at advising executive-level clients on their most pressing business challenges? We are seeking a highly knowledgeable individual to join a dynamic team focused on providing strategic advisory services within the Wealth Management industry.
Key Responsibilities:
- Work with executive-level clients to develop strategic plans addressing growth, efficiency, and transformation.
- Advise on target operating model design and core system evolution.
- Leverage deep understanding of the Wealth Management landscape and key industry trends.
- Apply knowledge of core technologies (wealth platforms, policy systems) to business solutions.
- Contribute expertise in operational models and service improvement (including automation).
- Understand the interconnectedness of digital experience, operations, and technology.
- Craft compelling executive-level narratives to influence strategic decisions.
Ideal Candidate Profile:
- Strong knowledge of the Wealth Management industry (savings and retirement focus).
- Understanding of core technologies within the sector.
- Experience in operational models and service improvement.
- Excellent communication and storytelling abilities.
- Consultancy experience (advantageous) OR strong in-house industry experience with business transformation.
- Knowledge of the Life and Pensions sub-sector (significant plus).
Opportunities available in London and Edinburgh. Please apply to find out more!
Consulting Manager - Wealth Strategy employer: JR United Kingdom
Contact Detail:
JR United Kingdom Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Consulting Manager - Wealth Strategy
✨Tip Number 1
Network with professionals in the Wealth Management sector. Attend industry events, webinars, or local meetups to connect with potential colleagues and learn about the latest trends. This can help you gain insights and make valuable connections that could lead to job opportunities.
✨Tip Number 2
Stay updated on the latest developments in savings and retirement strategies. Follow relevant publications, blogs, and thought leaders in the Wealth Management space. This knowledge will not only enhance your expertise but also demonstrate your commitment to the field during interviews.
✨Tip Number 3
Prepare to discuss your experience with operational models and service improvement in detail. Think of specific examples where you've successfully implemented changes or improvements. This will showcase your ability to contribute effectively to the role and resonate with the hiring team.
✨Tip Number 4
Practice crafting compelling narratives around your past experiences. Being able to tell a story about how you've influenced strategic decisions or transformed business processes will set you apart. Use the STAR method (Situation, Task, Action, Result) to structure your responses during interviews.
We think you need these skills to ace Consulting Manager - Wealth Strategy
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in the Wealth Management industry, particularly focusing on savings and retirement. Emphasise any consultancy experience or significant in-house roles that demonstrate your ability to advise executive-level clients.
Craft a Compelling Cover Letter: Your cover letter should reflect your strategic thinking and deep expertise in the sector. Use it to tell a story about how you've successfully addressed business challenges in the past, and how you can contribute to the company's goals.
Highlight Relevant Skills: In your application, clearly outline your understanding of core technologies within Wealth Management, as well as your experience with operational models and service improvement. This will show that you have the necessary skills to excel in the role.
Showcase Communication Abilities: Since excellent communication and storytelling abilities are crucial for this role, provide examples in your application of how you've crafted narratives that influenced strategic decisions in previous positions.
How to prepare for a job interview at JR United Kingdom
✨Showcase Your Industry Knowledge
Make sure to demonstrate your deep understanding of the Wealth Management industry, particularly in savings and retirement. Prepare to discuss recent trends and how they impact strategic planning.
✨Prepare Executive-Level Narratives
Craft compelling stories that illustrate your ability to influence strategic decisions. Think about past experiences where you successfully advised clients and how you can apply those lessons in this role.
✨Highlight Your Consultancy Experience
If you have consultancy experience, be ready to discuss specific projects where you contributed to business transformation. If not, focus on your in-house experience and how it aligns with the responsibilities of the role.
✨Understand Core Technologies
Familiarise yourself with the core technologies used in Wealth Management, such as wealth platforms and policy systems. Be prepared to discuss how these technologies can enhance operational models and service improvements.
