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- Tasks: Lead change initiatives for client onboarding in wealth management, ensuring smooth execution and adoption.
- Company: Join Albany Beck, a global investment bank focused on enhancing client experiences.
- Benefits: Enjoy a dynamic work environment with opportunities for professional growth and development.
- Why this job: Be part of impactful change, collaborating with diverse teams to improve client journeys.
- Qualifications: Experience in change or project management, preferably in banking; strong communication skills required.
- Other info: Ideal for those passionate about driving efficiency and innovation in financial services.
The predicted salary is between 43200 - 72000 £ per year.
Job Description
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 and potentially 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 relevant experience in change management and client onboarding, particularly within wealth management or investment banking. Use specific examples to demonstrate your skills and achievements.
Craft a Compelling Cover Letter: Write a cover letter that addresses the key responsibilities and requirements outlined in the job description. Explain how your background aligns with the role and express your enthusiasm for contributing to the Client Onboarding Programme.
Highlight Stakeholder Engagement Skills: In your application, emphasise your ability to work with cross-functional teams and senior stakeholders. Provide examples of how you've successfully managed stakeholder relationships and facilitated communication during change initiatives.
Showcase Problem-Solving Abilities: Demonstrate your problem-solving skills by including specific instances where you've identified issues and implemented effective solutions in previous roles. This will show your capability to handle challenges in a fast-paced environment.
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 Stakeholder Management
Prepare examples of how you've effectively engaged with stakeholders in past roles. Emphasise your communication skills and ability to manage relationships across different teams, as this is crucial for the role.
✨Demonstrate Problem-Solving Skills
Expect questions that assess your problem-solving abilities. Think of scenarios where you identified risks or issues during a change initiative and how you addressed them. This will show your proactive approach to managing change.
