Wealth Management Consultant

Wealth Management Consultant

Location:
Numerous locations across Belgium Contract: Freelance Language: Fluent Dutch
- Essential Working Arrangement: Hybrid The Opportunity We are looking for an experienced, client-facing Wealth Management Consultant to join an established organisation operating within the wealth management, financial planning, insurance and advisory sector. This is a key consulting position, responsible for translating clients' strategic objectives, wealth ambitions and business action plans into practical, implementable solutions. The successful candidate will act as a trusted advisor, ensuring recommendations are aligned with client needs, regulatory requirements and operational realities, while supporting successful execution and adoption. We are seeking someone with strong expertise across wealth management disciplines, combined with excellent consulting, stakeholder management and relationship-building skills. The ideal candidate will be comfortable engaging with senior stakeholders and guiding clients through complex wealth planning challenges.

Key Responsibilities
Wealth Advisory & Client Consulting
- Act as a trusted advisor to clients across wealth management and financial planning engagements.
- Translate strategic objectives and business action plans into practical, client-focused solutions.
- Assess client needs, current operating models and wealth structures to identify opportunities for improvement.
- Provide expert advice across investment planning, insurance and wealth structuring topics.
- Facilitate workshops and stakeholder discussions to gather requirements and build consensus.
- Ensure recommendations are realistic, operationally achievable and aligned with client objectives. Wealth Planning & Subject Matter Expertise
- Advise clients on life insurance and pension insurance solutions.
- Provide expertise on investment planning and Branch 23 investment products.
- Support clients with estate planning and wealth transfer strategies.
- Contribute specialist knowledge across wealth management, private banking and financial advisory services.
- Ensure solutions remain compliant with relevant financial services regulations and market practices. Stakeholder Management & Delivery
- Build strong relationships with senior stakeholders and decision-makers.
- Act as the bridge between business objectives, client expectations and operational execution.
- Support the implementation of agreed recommendations and action plans.
- Monitor progress, identify challenges and provide pragmatic solutions where required.
- Collaborate with internal and external stakeholders to ensure successful project delivery.
- Communicate complex wealth management concepts in a clear and understandable manner. Experience & Expertise –
- Minimum 5 years of experience within Wealth Management, Private Banking, Financial Planning or Wealth Advisory.
- Strong knowledge of:
- Life Insurance
- Pension Insurance
- Investment Planning
- Branch 23 Products
- Estate Planning
- Wealth Structuring
- Proven consulting experience within financial services or wealth management environments.
- Strong stakeholder management and client-facing communication skills.
- Experience translating strategy into practical business and operational actions.
- Ability to understand both commercial objectives and operational constraints.
- Analytical, solution-oriented and relationship-driven approach. Additional Requirements
- Fluent Dutch is essential.
- Strong presentation, facilitation and communication skills.
- Ability to influence and challenge senior stakeholders where appropriate.
- Independent and comfortable operating in a freelance consulting environment.
- Experience in Belgian wealth management, private banking or insurance markets is highly advantageous. Working Arrangements
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Location:
Belgium.
- Contract: Freelance.
- Working Arrangement: Hybrid.