Asset Management Consultant

Responsibilities

• Lead or contribute to discovery and client conversations with senior stakeholders
• Develop a strong understanding of the client's business model, products, audiences, competitive landscape and commercial priorities
• Translate complex asset-management and investment topics into clear, commercially relevant insights
• Identify key market trends, client needs, opportunities and challenges that should inform the brand strategy
• Challenge assumptions and help identify what is genuinely distinctive and credible for the client
• Provide financial-services context and expertise throughout the brand strategy process
• Contribute to workshops, strategic discussions and client presentations
• Work closely with the Brand Strategist to translate business and market insights into meaningful positioning and strategic recommendations
• Ensure that brand recommendations are commercially relevant, credible within the financial-services context, and aligned with the realities of the asset-management market

Requirements

• 07+ years of experience in asset management, wealth management, or related financial services
• Strong understanding of the asset/wealth management ecosystem
• Ability to understand business models, products, audiences and competitive positioning
• Strong commercial and strategic thinking
• Excellent client-facing communication skills
• Ability to interview senior stakeholders and extract meaningful insights
• Ability to translate complex financial concepts into clear, accessible language
• Experience with market and competitor research
• Confidence working with senior executives
• Strong presentation and workshop facilitation skills
• Ability to collaborate effectively with brand, strategy, creative and research teams