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- Tasks: Join our team as a Wealth Business Analyst and drive business improvements.
- Company: We deliver exceptional financial solutions that empower clients.
- Benefits: Enjoy a hybrid work model with 3 days in the London office.
- Why this job: Be part of a dynamic team focused on enhancing operational efficiency and client relationships.
- Qualifications: Experience in CRM, Wealth Management, and InvestCloud is essential.
- Other info: This role offers a competitive rate of £535pd until the end of June.
The predicted salary is between 42000 - 84000 £ per year.
New Wealth Business Analyst opportunity
We are dedicated to delivering exceptional financial solutions and services that empower our clients. We are currently seeking a skilled Business Analyst (BA) to join our dynamic team. If you have a passion for driving business improvements and possess experience in CRM, Wealth Management, and InvestCloud.
Hybrid: 3 days a week in London Based office
Rate: £535pd inside ir35 via umbrella
Duartion: until end of June
Key Responsibilities:
- Collaborate with stakeholders to define business requirements and objectives.
- Analyze and document business processes, identifying areas for improvement.
- Work closely with cross-functional teams to develop solutions that enhance operational efficiency.
- Utilize CRM and Wealth Management systems to support project initiatives.
- Leverage InvestCloud platform experience to optimize client relationship management.
- Facilitate workshops and meetings to ensure clear communication and alignment among stakeholders.
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Wealth Business Analyst employer: Hays plc
Contact Detail:
Hays plc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Business Analyst
✨Tip Number 1
Familiarize yourself with the specific CRM and Wealth Management systems mentioned in the job description. Having hands-on experience or certifications in these tools can set you apart from other candidates.
✨Tip Number 2
Network with professionals in the Wealth Management sector, especially those who have experience with InvestCloud. Engaging in conversations can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Prepare to discuss specific examples of how you've driven business improvements in previous roles. Highlighting measurable outcomes will demonstrate your impact and suitability for the position.
✨Tip Number 4
Stay updated on industry trends and challenges in Wealth Management. Showing that you are knowledgeable about current issues can impress interviewers and show your commitment to the field.
We think you need these skills to ace Wealth Business Analyst
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Wealth Business Analyst position. Make sure you understand the key responsibilities and required skills, especially in CRM, Wealth Management, and InvestCloud.
Tailor Your CV: Customize your CV to highlight relevant experience and skills that align with the job requirements. Emphasize your background in business analysis, stakeholder collaboration, and any specific tools or platforms mentioned in the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for driving business improvements. Use specific examples from your past experiences that demonstrate your ability to analyze processes and work with cross-functional teams.
Highlight Relevant Projects: In your application, mention any projects where you utilized CRM systems or worked within Wealth Management. Discuss how you contributed to enhancing operational efficiency and optimizing client relationship management.
How to prepare for a job interview at Hays plc
✨Understand the Role
Make sure you have a clear understanding of the Wealth Business Analyst role. Familiarize yourself with the key responsibilities, especially around CRM and Wealth Management systems, as well as the InvestCloud platform.
✨Prepare for Stakeholder Engagement
Since collaboration with stakeholders is crucial, think about how you can demonstrate your experience in defining business requirements and objectives. Be ready to discuss specific examples from your past work.
✨Showcase Analytical Skills
Be prepared to talk about your analytical skills and how you've documented business processes in the past. Highlight any improvements you've identified and implemented, as this aligns with the job's focus on enhancing operational efficiency.
✨Practice Communication Techniques
Effective communication is key in this role. Practice how you would facilitate workshops and meetings, ensuring that you can convey complex information clearly and align stakeholders effectively.
