Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

Tailor your resume to this Manager (Wealth Management & Retail Investments) role.

Rezi rewrites your resume against Alpha Financial Markets Consulting's job description. Free.

Resume score gauge reading 58 out of 100

Don't guess if your resume is good enough.

See how it scores against the Manager (Wealth Management & Retail Investments) posting at Alpha Financial Markets Consulting — free, in seconds.

About the Role

Alpha FMC is a leading global consultancy for the Asset Management, Wealth Management, and Insurance industries, partnering with top firms to provide a competitive edge through deep industry knowledge and expertise. We are committed to fostering a diverse and inclusive community where everyone feels valued.

Responsibilities

Independently manage client engagements from scoping to delivery, ensuring high client satisfaction.
Develop strategies and deliver high-quality work products within timeframes and budget.
Analyze client business needs, identify key issues, and propose solutions.
Monitor project progress, manage risks, and inform stakeholders of project status and outcomes.
Manage and motivate junior colleagues, supporting their professional development.
Stay updated on business and retail investment trends relevant to clients.
Identify and execute client/vendor entertainment opportunities.
Develop and maintain long-term client relationships and networks.
Clearly articulate Alpha's offerings and credentials.
Contribute significantly to business development efforts.
Undertake effective account management, including financial management.

Requirements

4-5 years of proven experience in delivering consulting or change projects within a leading financial institution or consulting firm.
Significant experience within 'blue-chip' Financial Services organizations, preferably in Wealth Management & Retail Investments.
Experience with Target Operating Model, business processes, and/or IT solutions in areas such as Distribution, CRM, regulatory compliance/risk, data models & migrations, middle & back office processes, outsourcing, cost optimisation, or platform optimisation.
Business development/account management experience and a proactive interest in practice growth.
Excellent communication, presentation, and problem-solving skills.
Ability to show initiative, build strong relationships with new clients, and maintain existing ones.
Superb interpersonal skills with the ability to influence and lead clients and colleagues.
Mentorship and coaching skills towards team members.
In-depth understanding of market trends, drivers, and outlook in the Life, Pensions, and Retail Investments market.
Strong academic background with an aptitude and desire for proactive learning and development.
Business language fluency in English.
Willingness to travel.

Skills

Consulting
Change Management
Financial Services
Wealth Management
Retail Investments
Target Operating Model
Business Process Improvement
IT Solutions
Distribution Strategy
CRM
Regulatory Compliance
Risk Management
Data Migration
Middle & Back Office Processes
Outsourcing
Cost Optimisation
Platform Optimisation
Business Development
Account Management
Communication
Presentation
Problem-Solving
Client Relationship Management
Interpersonal Skills
Leadership
Mentorship
Coaching
Market Analysis
Life Insurance
Pensions
Retail Investments Market Trends

Location

Work Type

Full-time

Experience Level

4-5 years

Education Level

Strong academic background

Salary/Compensations

Competitive base salary
Profit share

Benefits

25 days’ holiday additional to bank holidays
Supportive, social and collaborative environment
Comprehensive training and development programmes
Opportunity to be entrepreneurial
Opportunity to build and grow network within the P&RI industry

About the Company

Alpha FMC is the leading global consultancy to the Asset Management, Wealth Management and Insurance industries.
We are a trusted partner to 100% of the top 20 global Asset Management firms by AUM.
We have an unrivalled track record in providing our base of over 660 clients with a competitive edge.
Established in 2003, Alpha is established yet entrepreneurial, dynamic, and growing.
We work with the best in the industry, both internally and externally.
We offer a true meritocracy where potential is driven by performance.
We pride ourselves on creating a supportive, nurturing environment.

Equal Opportunity

At Alpha, diversity and inclusion is critical to our success.
We are committed to employing individuals from all backgrounds to reflect the multi-cultural society we live in.
We want an Alpha that welcomes everybody and to not only feel like ‘a job’ but be a community.