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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 supporting front-office teams in a dynamic environment.
- Qualifications: 7+ years in data/business solutions within wealth management; hands-on with relevant tools.
- Other info: Opportunity to grow into a leadership role; experience with AI is a plus.
The predicted salary is between 65000 - 70000 £ 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.
Business Solutions Manager - Wealth Management employer: Qh4 Consulting
Contact Detail:
Qh4 Consulting Recruiting Team
info@qh4consulting.com
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. Attend industry events or webinars to connect with potential colleagues and leaders in the field. This can help you gain insights into the company culture and the specific skills they value.
✨Tip Number 2
Familiarise yourself with the tools mentioned in the job description, such as PowerBI and XPLAN. Consider taking online courses or tutorials to enhance your proficiency, as demonstrating hands-on experience with these tools can set you apart from other candidates.
✨Tip Number 3
Prepare to discuss your experience with data analytics and how it has driven business solutions in your previous roles. Be ready to share specific examples of projects where you contributed to process improvements or strategic changes.
✨Tip Number 4
Showcase your proactive mindset by thinking about potential challenges the firm might face and how you could address them. Bringing fresh ideas to the table during discussions can demonstrate your readiness for a strategic role.
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 your relevant experience in wealth management and data solutions. Focus on specific tools you've used, such as PowerBI or XPLAN, and any projects that demonstrate your ability to drive strategic change.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your background aligns with their needs, particularly your experience with data analytics and your proactive mindset in engaging with stakeholders.
Showcase Your Achievements: When detailing your work experience, quantify your achievements where possible. For example, mention how you improved processes or contributed to successful projects, which will help illustrate your impact in previous roles.
Prepare for Potential Questions: Think about how you would answer questions related to your experience with technology and data analytics. Be ready to discuss specific examples of how you've led projects or collaborated with teams to achieve business goals.
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've successfully implemented data solutions.
✨Demonstrate Strategic Thinking
Since this role involves shaping strategic change, come ready with examples of how you've contributed to process improvements or technology enhancements in previous roles. Think about how you can align your experiences with the firm's goals.
✨Engage with Stakeholders
The ability to work cross-functionally is key. Prepare to discuss how you've effectively communicated and collaborated with both technical and non-technical stakeholders in past projects. This will show your versatility and proactive mindset.
✨Express Your Leadership Potential
Even if you haven't managed a team yet, convey your aspirations for leadership. Share instances where you've taken initiative or mentored others, as this will demonstrate your readiness to grow into a more strategic role.
