Consultant - Investment Products - Private Wealth Management

Job Description :

We are looking for an experienced Investment Products / Private Wealth Management professional to join our network as a Freelance Domain Recruitment Expert.

In this role, you will partner with our recruitment team by providing domain expertise, evaluating technical and functional competencies, and helping identify high-quality talent for leadership and specialist positions within the Investment Products and Wealth Management domain.

This opportunity is ideal for senior professionals who have extensive experience in Private Wealth Management, Investment Advisory, Portfolio Management, Wealth Products, or related financial services and are passionate about contributing to talent acquisition.

Key Responsibilities :

- Support recruiters in understanding the Investment Products and Private Wealth Management domain.

- Guide recruiters in identifying and shortlisting relevant candidates based on role requirements.

- Conduct technical and domain interviews to evaluate candidates' functional expertise.

- Assess candidates on product knowledge, investment advisory capabilities, wealth management practices, and regulatory understanding.

- Provide structured interview feedback with clear hiring recommendations.

- Help define evaluation parameters, competency frameworks, and interview questionnaires.

- Validate candidate experience, technical depth, and leadership capabilities.

- Participate in hiring discussions and recommend suitable candidates for client interviews.

- Stay updated with industry trends, investment products, financial markets, and wealth management practices.

Required Candidate Profile :

- 10+ years of experience in Private Wealth Management, Investment Products, Asset Management, Wealth Advisory, Private Banking, or Financial Services.

- Prior experience conducting technical or functional interviews for Investment Products or Wealth Management professionals.

Strong understanding of :

- Private Wealth Management

- Investment Products

- Mutual Funds

- Equities

- Fixed Income

- Alternative Investments

- Portfolio Management

- Financial Planning

- Investment Advisory

- Capital Markets

- Wealth Advisory

- Excellent communication and candidate evaluation skills.

- Ability to provide objective, structured, and timely interview feedback.

- Previous experience mentoring teams or leading hiring initiatives will be an added advantage.

Preferred Background :

Professionals with experience in :

- Private Banks

- Wealth Management Firms

- Asset Management Companies (AMCs)

- Investment Advisory Firms

- Family Offices

- Investment Banking or Capital Markets

- Financial Consulting Organizations

Key Skills :

- Private Wealth Management

- Investment Products

- Portfolio Management

- Investment Advisory

- Financial Planning

- Mutual Funds

- Equities

- Fixed Income

- Alternative Investments

- Capital Markets

- Wealth Advisory

- Interviewing

- Candidate Assessment

- Recruitment Support

- Stakeholder Management

Perks & Benefits :

- Earn 10% revenue share on successful closures generated through ChangeLeaders.

- Flexible remote engagement.

- Opportunity to work with leading organizations across BFSI and Wealth Management.

- Collaborate with experienced recruitment professionals on niche hiring assignments.

- Build your professional network while contributing your domain expertise