Tarka Talent

Wealth / Asset Management Consultant – Senior Consultant and Manager

Salary: £60,000 – £110,000 + bonus + benefits

Location: London or Edinburgh

Company Statement:

My client, an award-winning global consultancy specialising in financial services, is looking to build out their consulting team in their Wealth & Asset Management practice. They are well-known for their outstanding culture, great opportunities for progression, and dedication to its employees’ development. As a key consulting partner to leading wealth managers and private banks, they actively contribute to the modernisation and transformation of the industry.

Role Overview:

The role is an opportunity to be part of a growing capability. You will be working on projects that include client service proposition design, regulatory change, process improvement, digital transformation, and technology platform implementation.


  • Operational or change experience in wealth, asset management, or private banking
  • Ability to deliver change from strategy through solution implementation
  • Understanding of how these businesses deliver value, control costs, and grow their business
  • Comfortable working alongside technology on digital transformation projects
  • Experience in defining data and working in data-driven environments
  • A strong communicator, who is well-versed in managing external stakeholders
  • Familiarity with rules and regulations in the industry, including MIFID II, GDPR, Suitability, and SMCR
  • Qualifications such as PMP, Prince2, Lean Six Sigma, and CFA are advantageous


  • A salary ranging from £60,000 – £110,000
  • 10-15% bonus
  • A comprehensive benefits package
  • The role offers hybrid working in either London or Edinburgh
  • Engaging projects with global financial institutions
  • Ongoing learning opportunities for skill enhancement
  • Flat, non-hierarchical structure for direct collaboration with senior partners and clients
  • Diverse, inclusive, and meritocratic culture

Regretfully, due to a high volume of applicants, we are only able to reply to those who are successful.

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