Summary: The Wealth & Banking Strategic Partnership Consultant role at Wealthly is a remote contract position focused on developing partnerships with financial institutions in the wealth sector. The consultant will deliver the AI-driven WealthScore platform to partners and clients while providing strategic consulting services to enhance client experiences. The role requires strong interpersonal skills and a background in finance and consulting to optimize financial outcomes.

Key Responsibilities:

• Foster partnerships with financial institutions including wealth, banking, insurance, technology, and consulting firms.
• Deliver the WealthScore platform to partners and their customers.
• Provide strategic consulting services to enhance client experiences.
• Analyze and interpret financial data to optimize financial outcomes.
• Ensure high levels of customer satisfaction through effective communication and relationship-building.

Key Skills:

• Interpersonal skills and customer service expertise.
• Experience in finance and consulting.
• Strong focus on customer satisfaction.
• Ability to analyze and interpret financial data.
• Excellent communication and relationship-building skills.
• Flexibility and adaptability in a fast-paced environment.
• Bachelor's degree in Finance, Business Administration, or related field.

Salary (Rate): undetermined

City: undetermined

Country: United Kingdom

Working Arrangements: remote

IR35 Status: undetermined

Seniority Level: undetermined

Industry: Other