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- Tasks: Lead projects in digital onboarding, client portals, and data analytics improvements.
- Company: Join a leading private wealth manager known for agility and work-life balance.
- Benefits: Enjoy hybrid working, competitive salary, bonus, and a 10% pension.
- Why this job: Shape strategic change while working closely with senior leadership in a supportive culture.
- Qualifications: 7+ years in data/business solutions within wealth management; experience with tools like PowerBI.
- Other info: Opportunity to grow into a leadership role; AI experience is a plus.
The predicted salary is between 52000 - 84000 £ per year.
Location: London (Hybrid – approx. 3 days in office)
Salary: £65,000 – £70,000 + Bonus + 10% Pension + Benefits
QH4 Consulting is hiring on behalf of a leading private wealth manager, looking for a high-potential Business Solutions & Data Analyst to join their growing Business and Data Solutions function.
This is a fantastic opportunity for someone in wealth management with strong systems and data experience who’s ready to step up into a broader, more strategic role. You’ll work closely with the Head of Business and Data Solutions, shaping how technology, data, and process improvements support front-office, dealing, operations, and client service teams.
Why this role?
- You’ll be the right hand to the Head of Business and Data Solutions
- The firm is agile, successful, and values work-life balance (hybrid working, no long-hours culture)
- You’ll help shape strategic change across portals, core systems, and data platforms
- Competitive total compensation: £70k base + bonus + 10% pension
The role includes:
- Supporting delivery of the firm’s business and data solutions roadmap
- Leading or contributing to projects including digital onboarding, client portals, and automation
- Working cross-functionally with stakeholders across projects, technology, and front office
- Driving data analytics improvements and reporting tools (e.g., PowerBI)
- Partnering with tech vendors and ensuring optimal use of business systems
We’re looking for someone with:
- 7+ years' experience in a data/business solutions role within a wealth management or private client environment
- Hands-on exposure to tools like XPLAN, Pulse/Symphony, BitaRisk, PowerBI, First Rate, PowerApps
- A proactive mindset and the ability to engage with technical and non-technical stakeholders
- Potential to grow into a future leadership role – you don’t need to be managing a team yet
Bonus points for:
- Experience with AI in financial services
- Prior mentoring or team leadership (not essential)
Interested?
If you’re ready to step into a broader, more strategic role in a respected private wealth firm – we’d be interested to speak with you. Send a message or drop us a note at info@qh4consulting.com.
Contact Detail:
Qh4 Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Solutions Manager - Wealth Management
✨Tip Number 1
Network with professionals in the wealth management sector, especially those who have experience in business solutions and data analytics. Attend industry events or webinars to connect with potential colleagues and learn more about the company culture.
✨Tip Number 2
Familiarise yourself with the specific tools mentioned in the job description, such as PowerBI and XPLAN. Consider taking online courses or certifications to enhance your skills and demonstrate your commitment to the role.
✨Tip Number 3
Prepare to discuss your previous experiences where you successfully led projects or contributed to strategic changes. Use the STAR method (Situation, Task, Action, Result) to structure your responses during any interviews.
✨Tip Number 4
Showcase your proactive mindset by thinking of innovative ideas that could improve business processes or data analytics within the firm. Be ready to share these insights during your conversations with the hiring team.
We think you need these skills to ace Business Solutions Manager - Wealth Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in data and business solutions, particularly within wealth management. Use keywords from the job description to demonstrate your fit for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention specific projects or experiences that align with the responsibilities listed, such as your experience with tools like PowerBI or XPLAN.
Showcase Your Skills: In your application, emphasise your hands-on experience with data analytics tools and your ability to work cross-functionally. Provide examples of how you've driven improvements in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail and professionalism, which is crucial for a strategic role.
How to prepare for a job interview at Qh4 Consulting
✨Showcase Your Data Expertise
Make sure to highlight your experience with data analytics tools like PowerBI and any relevant systems you've worked with, such as XPLAN or BitaRisk. Be prepared to discuss specific projects where you used these tools to drive improvements.
✨Demonstrate Strategic Thinking
Since this role involves shaping strategic change, come ready with examples of how you've contributed to strategic initiatives in previous roles. Discuss how you approached problem-solving and the impact of your contributions.
✨Engage with Stakeholders
This position requires collaboration with both technical and non-technical stakeholders. Prepare to share experiences where you successfully communicated complex ideas to diverse audiences and how you built relationships across teams.
✨Express Your Growth Mindset
The company is looking for someone with potential for leadership. Share your aspirations for growth and how you've taken initiative in your career. Discuss any mentoring experiences or leadership roles you've held, even if informal.
