Wealth Management Investment Consultant

Salary: Negotiable

Location: London, England, United Kingdom

Our Wealth Management team's (WM Team) work is non-standard. It ranges from core strategic modelling and consulting on the overall governance structure of the organisation to very deep technical questions around the underlying investment strategies employed. As such the successful candidate will support a varied range of client projects spanning 'investment consulting' and 'management consulting'.

The Company

Willis Towers Watson is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas - the dynamic formula that drives business performance. Together, we unlock potential. Learn more at willistowerswatson.com.

The Business

Investment, Risk and Reinsurance

Our sophisticated approach to risk helps clients free up capital. We work in close concert with investors, reinsurers, and insurers to manage the equation between risk and return. Blending advanced analytics with deep institutional knowledge, we reveal new opportunities to maximize performance.

Our Wealth Management team's (WM Team) work is non-standard. It ranges from core strategic modelling and consulting on the overall governance structure of the organisation to very deep technical questions around the underlying investment strategies employed. As such the successful candidate will support a varied range of client projects spanning 'investment consulting' and 'management consulting'.

The Role

Using your Investment Content knowledge and experience your main responsibilities will include:

Clients

  • Your main responsibility will be to support consultants and senior consultants to deliver projects. Our clients vary by location and size, typically some of the largest institutions by AUM in their region.
  • Your role will be consistent with the broad remit of the team and you will be expected to be involved in all aspects of developing and enhance the work we do.
  • This will involve an element of research concepts and making these commercial to meet the needs of our clients.

People

  • Your input, thoughts and ideas will be integral to the future development of this team as well as the Investment Line of Business (LoB) in general.
  • You will contribute to the culture of teamwork through collaboration and mentoring.
  • You will develop your personal internal network to ensure the WM proposition is aligned with broader Investment thinking within the LoB. As well as developing your external network as appropriate.

Excellence

  • You will adhere to Professional Excellence principles of firm and evidence this when required.

The Requirements

Quantitative

  • You must be degree qualified with potentially a post graduate qualification.
  • You should have solid, relevant experience, preferably in financial services.
  • FIA or CFA - you would ideally be qualified, or nearly qualified.
  • You should have investment expertise and experience in one of the following:
    • investment research
    • investment strategy
    • investment consulting
    • management consulting
  • You should have the ability to apply your Investment 'content' knowledge to a client's investment 'context'

Qualitative

  • You must have the ambition to develop new methodologies where one doesn't exist under the guidance of the senior consultants in the team
  • You must have the ability to work comfortably yet with empathy in a client situation
  • You must have the ability to deal with unclear ambiguous client issues that at times are less related to the specific investment advice but more to do with people and organisational design
  • It is desirable you have a good understanding of how an investment organisation works from the senior leadership (MD, CIO and IC) through to asset class and or functional areas in either an internally or externally managed environment
  • You should be open to travel and potentially working on client site

Willis Towers Watson is an equal opportunities employer and does not discriminate on any basis. We support flexible working and this role will be considered on a flexible basis.