Our client, a leading company specialising in tax efficient investment solutions, is seeking an Interim Product Consultant to cover maternity leave. This role offers a unique opportunity to be involved in a diverse range of private wealth products, including tax-efficient inheritance solutions and listed/unlisted funds across multiple investment strategies such as Renewables, Private Equity, Private Credit, and Public Equity. The successful candidate will bring a strong technical background paired with extensive experience in financial services, particularly within asset management, investment banking, or related sectors. This position requires excellent stakeholder management skills and a proactive approach to product development, launch, and ongoing client communication.

Responsibilities

• Ownership of product launches and fundraising activities, from strategic planning through execution, in close collaboration with internal teams and external partners.
• Oversee the creation and delivery of investor materials, including marketing content, due diligence responses, and client communications, ensuring accuracy, consistency, and compliance. Sign-off authority will be required.
• Prepare and deliver high-quality client reporting and communications, such as portfolio updates, market insights, and performance reviews for existing investors.
• Build and nurture strong relationships with investment teams, risk, compliance, operations, legal, and distribution to facilitate seamless project execution.
• Develop a comprehensive understanding of product and investor objectives, along with internal approval processes to ensure efficient workflow management.
• Manage multiple concurrent priorities, effectively balancing project delivery with ongoing support for distribution and investment teams.

Requirements

• 7+ years’ experience in financial services, asset management, investment banking, private banking, or tax-advantaged investments.
• Technical background with proven experience supporting product development and launches.
• Knowledge of private markets preferred, though public market experience will be considered.
• Experience working with high net worth individuals, ultra-high net worth clients, financial advisers, or wealth managers would be advantageous.
• Understanding of tax-advantaged investment products is beneficial.
• Strong organisational skills and the ability to effectively manage multiple projects in a fast-paced environment.
• Excellent communication and stakeholder management abilities.

This interim role offers a stimulating environment within a well-respected organisation, providing the opportunity to work on a diverse product portfolio with talented colleagues. The successful candidate will benefit from an engaging work environment that values expertise, innovation, and collaboration. If you possess the requisite experience and are ready to contribute to exciting projects during this maternity cover, we encourage you to apply now and become part of a forward-thinking team dedicated to delivering exceptional private wealth solutions.