Wealth Management Planning Consultant supporting high - net - worth clients at Fidelity through personalized financial strategies. Handling client inquiries and collaborating with Advisors to enhance service offerings.
About the role
- Senior Client Consultant supporting institutional investment clients using the Paris performance platform. Managing client relationships and providing analytics support with occasional travel.
Responsibilities
- Supporting institutional investment clients using the Paris performance and analytics platform
- Acting as a trusted client partner across performance, attribution, and analytics topics
- Managing client relationships with a high level of autonomy and ownership
- Occasional travel expected (approximately 10–15%)
Requirements
- Investment industry experience (performance, attribution, analytics, or similar)
- Experience with financial technology or investment platforms (Paris strongly preferred)
- Bachelor’s degree required (finance, economics, or closely related field)
- ~3+ years of relevant professional experience
- Strong client‑facing skills and the ability to work independently
- Nice to Have - Professional certifications (CFA, CIPM, or similar)
- Exposure to QA, project, or product‑related work
- Strong time‑management and prioritisation skills
- Natural curiosity and independent thinking
Benefits
- Generous Time Off packages including additional half days with each public holiday in your location.
- Global Career Development opportunities
- Social Events
- Referral Bonus scheme - Upto $3,000 per successful referral
- Plus many more!
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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