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- Tasks: Lead change initiatives to enhance client onboarding in wealth management.
- Company: Join Albany Beck, a global investment bank focused on innovative financial solutions.
- Benefits: Enjoy competitive pay, flexible working options, and opportunities for professional growth.
- Why this job: Be part of a dynamic team driving impactful change in client experiences.
- Qualifications: Experience in change or project management, preferably in banking or consulting.
- Other info: Ideal for those passionate about improving operational efficiency and client satisfaction.
The predicted salary is between 43200 - 72000 £ per year.
Job Title: Change Manager – Client Onboarding Programme (Wealth Management)
About the Role:
Albany Beck is seeking an experienced Change Manager to lead and support the delivery of a Client Onboarding Programme within the Wealth Management division of a global investment bank. This role is pivotal to the successful implementation of strategic change initiatives aimed at enhancing the client onboarding journey and improving operational efficiency.
As a Change Manager, you will work closely with business stakeholders, onboarding teams, and project managers to ensure the seamless execution of change across multiple workstreams. You will leverage your wealth management expertise and change/project management skills to embed new processes and technologies, ensuring adoption and decreasing business disruption.
Key Responsibilities:
- Lead and support the end-to-end delivery of change initiatives related to client onboarding.
- Work closely with stakeholders across front office, middle office, operations, and compliance to understand pain points and define solutions.
- Manage impact assessments, readiness activities, stakeholder engagement, and communications for change initiatives.
- Collaborate with project managers and business analysts to ensure alignment between change delivery and programme objectives.
- Identify and manage risks, issues, and dependencies related to change implementation.
- Support training and transition activities to embed new ways of working.
- Track and report on change milestones, adoption metrics, and outcomes to senior stakeholders.
Key Requirements:
- Proven experience in change management and/or project management, ideally within a consulting or banking environment.
- Strong understanding of client onboarding processes in a wealth management or investment banking context.
- Ability to work effectively with cross-functional teams and senior stakeholders in a fast-paced environment.
- Excellent communication, stakeholder management, and problem-solving skills.
- Familiarity with regulatory requirements related to KYC, AML, and onboarding processes is desirable.
Change Manager - Client Onboarding employer: Albany Beck
Contact Detail:
Albany Beck Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Change Manager - Client Onboarding
✨Tip Number 1
Familiarise yourself with the specific client onboarding processes in wealth management. Understanding the nuances of these processes will help you speak confidently about how you can improve them during interviews.
✨Tip Number 2
Network with professionals in the wealth management and change management sectors. Attend industry events or join relevant online forums to connect with people who can provide insights or even refer you to opportunities at Albany Beck.
✨Tip Number 3
Prepare to discuss your experience with stakeholder engagement and communication strategies. Be ready to share specific examples of how you've successfully managed change initiatives and improved processes in previous roles.
✨Tip Number 4
Stay updated on regulatory requirements related to KYC and AML. Being knowledgeable about these regulations will demonstrate your commitment to compliance and your ability to navigate the complexities of client onboarding.
We think you need these skills to ace Change Manager - Client Onboarding
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in change management and client onboarding processes, particularly within wealth management or investment banking. Use specific examples that demonstrate your skills and achievements relevant to the role.
Craft a Compelling Cover Letter: Write a cover letter that clearly outlines your motivation for applying to Albany Beck. Emphasise your understanding of the challenges in client onboarding and how your expertise can contribute to enhancing their processes.
Highlight Relevant Skills: In your application, focus on key skills such as stakeholder management, problem-solving, and communication. Provide concrete examples of how you've successfully managed change initiatives in previous roles.
Showcase Your Knowledge of Regulations: Mention your familiarity with regulatory requirements related to KYC and AML in your application. This will demonstrate your understanding of the compliance landscape and its importance in the client onboarding process.
How to prepare for a job interview at Albany Beck
✨Showcase Your Change Management Experience
Be prepared to discuss your previous roles in change management, particularly within wealth management or banking. Highlight specific projects where you successfully led change initiatives and the impact they had on client onboarding processes.
✨Understand the Client Onboarding Journey
Familiarise yourself with the typical client onboarding processes in wealth management. Be ready to discuss common pain points and potential solutions, demonstrating your knowledge of how to enhance operational efficiency.
✨Engage with Stakeholders
Emphasise your ability to work with cross-functional teams and senior stakeholders. Prepare examples of how you've effectively communicated and engaged with different departments to ensure alignment during change initiatives.
✨Prepare for Regulatory Discussions
Brush up on regulatory requirements related to KYC and AML, as these are crucial in the onboarding process. Being able to discuss how you have navigated these regulations in past roles will show your depth of understanding in the field.
