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Wealth Management Strategy Analyst

Wealth Management Strategy Analyst

Guardian CapitalHyderabad, Republic Of India, IN
15 hours ago
Job description

We are looking for a Business Strategy Consultant / Intern.

Duration : 2 months

Location : Hyderabad (on-site)

We are looking for a highly motivated individual to help conceptualize and establish a new department within the Wealth Management business. The goal is to find untapped prospects, assess business models, and create a structured plan for department launch and expansion. The engagement will be project-based and outcome-driven, resulting in a full business plan and execution roadmap.

Phase 1 : Industry Understanding and Landscape Mapping

  • Conduct a thorough examination of the loans industry landscape, including developing trends, regulatory environment, and customer expectations.
  • Benchmark major players in India and around the world to uncover new business models, service gaps, and growth prospects.
  • Examine the company's present service offerings and seek advantages for the new department.

Phase 2 : Market Research and External Interactions

  • Conduct systematic interviews and field interactions with relevant parties and industry experts to gain insights.
  • Evaluate client pain points, gaps, and opportunities for a new vertical to add meaningful value.
  • Phase 3 : Business Plan Formulation

  • Develop a thorough business plan that details the target clientele, service portfolio, positioning, and extent of the proposed department.
  • Build detailed financial models with forecasts for scalability, cost structure, breakeven analysis, and income sources.
  • Describe the governance systems, process flows, KPIs, and manpower needs.
  • Phase 4 : Presentation and Implementation

  • Develop and present the final strategy deck that includes both immediate and long-term action items.
  • Make suggestions on the marketing strategy, launch plan, and integration with current operations.
  • Expected Deliverables :

  • Detailed Business Plan for the new department (financial, structural, operational).
  • Implementation Roadmap with timelines, key enablers, and risk mitigation strategies.
  • Skills Required :

  • Strong understanding of finance, investments, and wealth management principles.
  • Proficiency in strategic planning.
  • Strong communication and presentation skills.
  • An analytical mindset with the ability to synthesize large volumes of data into actionable insights.
  • Prior experience or coursework in wealth management, strategy consulting, or business development.
  • Ideal Backgroud :

  • MBA student (Finance / Strategy / General Management)
  • External consultant with demonstrated experience in financial services or strategic business planning.
  • Learning & Exposure :

  • Hands-on exposure to the strategic and operational side of wealth management.
  • Opportunity to work directly with senior leadership and financial advisors.
  • Practical understanding of business design, client experience, and market positioning in the wealth industry.
  • Engagement Type :

  • Short-term project with defined milestones.
  • Stipend / Consulting Fee based on experience.
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    Strategy Analyst • Hyderabad, Republic Of India, IN

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