Freelance Senior Consultant

Freelance Senior Consultant – Wealth and Asset Management Strategy

Position Overview:

Epok Advice, a boutique consulting firm specializing in wealth and asset management, is seeking an experienced freelance senior consultant to support its strategy and transformation projects. The key responsibilities for this role include conducting in-depth research, preparing high-quality documents and presentations (decks), and managing follow-ups with clients to ensure smooth project execution.

Key Responsibilities:

• Conduct thorough research on industry trends, client needs, and market dynamics in wealth and asset management.

• Prepare polished, client-ready documents, reports, and PowerPoint presentations (decks) to support client engagements and business development efforts.

• Collaborate closely with the firm’s leadership to action client follow-ups and ensure timely progress on all deliverables.

• Assist in coordinating meetings and tracking action items with clients.

• Provide strategic insights and recommendations based on research findings.

Qualifications:

• Proven experience (7+ years) in wealth management, asset management, or financial services consulting.

• Strong analytical skills and ability to synthesize complex information into clear, concise documents.

• Proficiency in PowerPoint and other presentation tools.

• Excellent written and verbal communication skills.

• Ability to work independently, manage deadlines, and handle multiple projects simultaneously.

This role offers flexibility and the opportunity to work closely with an established leader in the industry.

Please apply with CV here: hello@epokadvice.com