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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: Familiarity with KYC and AML regulations is a plus.
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
Network with professionals in the wealth management and banking sectors. Attend industry events or webinars to connect with individuals who are already working in similar roles. This can provide you with valuable insights and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest trends and technologies in client onboarding processes. Being knowledgeable about current tools and methodologies will demonstrate your commitment to the role and your ability to drive change effectively.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed change initiatives in the past. Highlight your experience with stakeholder engagement and problem-solving, as these are crucial skills for a Change Manager.
✨Tip Number 4
Research Albany Beck and their approach to client onboarding within wealth management. Understanding their values and recent projects can help you tailor your conversations and show that you're genuinely interested in contributing to their success.
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 Albany Beck's Client Onboarding Programme.
Showcase Your Skills: In your application, emphasise your communication, stakeholder management, and problem-solving skills. Provide examples of how you've successfully led change initiatives and collaborated with cross-functional teams in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application materials for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in a Change Manager role.
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 client onboarding process 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 successful change implementation.
✨Prepare for Regulatory Discussions
Brush up on regulatory requirements related to KYC and AML. Be ready to discuss how these regulations impact client onboarding and how you can ensure compliance while implementing new processes.
