Wealth Management Consultant

1 week ago


London, Greater London, United Kingdom Stephenson Executive Search Full time
Sophisticated Client Solutions

We are seeking a highly skilled Financial Services Specialist to join our award-winning wealth management firm. With a strong focus on delivering tailored solutions to meet the needs of a sophisticated client base, we offer a unique opportunity to develop your skills in product development and marketing.

  • Deliver timely and relevant insights to clients and key stakeholders
  • Collaborate on marketing materials and ensure regulatory compliance
  • Represent the firm at conferences and roadshows alongside senior leaders

This role involves close collaboration with team members and clients, as well as regular travel to connect with clients and present investment opportunities.

About You:

We are looking for a candidate who is:

  • Experienced across asset classes, with a strong understanding of wealth management and client-facing roles
  • Skilled at tailoring insights and solutions for diverse clients
  • Self-motivated and collaborative
Salary:

The estimated salary for this position is £60,000 - £80,000 per annum, depending on experience.



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