How your CV stacks up
Upload your CV to see how well it fits this job role
?%
About the Role
G MASS Consulting are supporting a high-profile institutional client within the investment and wealth management space. The candidate will have the opportunity to thrive in the regulatory compliance space, leveraging exceptional technology as an accelerator.
This is an exciting opportunity, to gain exposure to industry challenges and partnering with customers/clients to understand their needs, address concerns and provide solutions. It will be a fast paced role with the change to accelerate your career within a growing team.
This role is located in London, and you will be required to go to the office 2x a week.
Responsibilities
- Serve as the primary point of contact for multiple client requests, ensuring all deliverables are completed accurately and on schedule.
- Analyse project scopes and plans, offering insights to enhance efficiency and drive continuous process improvements.
- Build and maintain strong working relationships with internal cross-functional teams and external vendors to support successful project execution.
- Lead client-facing meetings, presenting progress updates, highlighting key milestones, and addressing any roadblocks or risks.
- Proactively identify operational or procedural gaps and work collaboratively to implement effective solutions.
- Support long-term client retention by nurturing strategic relationships with stakeholders and key business partners.
- Review and interpret financial and legal entity documentation from a variety of industries and data sources.
- Quickly gain expertise in proprietary tools and client-specific processes, demonstrating adaptability in complex project environments.
- Collaborate with clients to understand emerging needs, develop strategies, and design or refine workflows to meet evolving regulatory or operational requirements.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Requirements
Get help with your application
Your very own career expert that helps elevate your application to the next level.
- 2+ years of proven experience in a Wealth Management environment
- Understanding of financial services firms and investment management operations
- Familiarity with KYC constitutional documents including onboarding
- Exposure to the derivatives trading (preferred)
- Strong communication skills with exceptional presentation expertise
- Ability to handle pressure and manage conflicting priorities
Benefits
- Salary: up to £40k
- Length: Initial 6-months, with a view to being made permanent internally
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location