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- Tasks: Drive global expansion of Family Office services and deliver tailored solutions to clients.
- Company: Leading international Private Bank with a focus on innovation and client impact.
- Benefits: Competitive salary, professional development, and opportunities for international collaboration.
- Why this job: Make a meaningful impact in a dynamic environment while shaping the future of banking.
- Qualifications: 6+ years in private banking or wealth management, strong analytical and communication skills.
- Other info: Engage with senior leaders and represent the firm at industry events.
The predicted salary is between 36000 - 60000 £ per year.
Join us as a Vice President in our Global Family Office team, where you will help shape the future of our international Private Bank offering. This is an opportunity to make a meaningful impact by developing new services, driving strategic initiatives, and representing the firm with our most sophisticated clients. You will collaborate with senior leaders and cross‐functional teams, delivering innovative solutions and supporting operational excellence. Your work will help us exceed client expectations and expand our global reach.
As a Vice President – Global Family Office Strategy in the Global Family Office team, you will drive the execution of our strategy and support the international expansion of our service offering. You will work closely with senior leaders and advisors, helping to deliver client impact, develop new capabilities, and ensure operational excellence. You will be empowered to engage directly with clients, contribute to process improvements, and help shape the future of our platform.
Responsibilities
- Drive the execution and global expansion of Family Office services, partnering with senior leadership to deliver strategic initiatives.
- Optimize the client and advisor experience in accessing and delivering Family Office services.
- Coordinate and track progress of key initiatives, ensuring alignment with business objectives.
- Engage directly with Family Office clients to understand their needs and deliver tailored solutions.
- Serve as a subject matter expert for Family Office capabilities, supporting Private Bank advisors.
- Oversee the development of educational and marketing resources about Family Office services.
- Support advisors and clients with information, resources, and operational assistance.
- Oversee financial and data analysis to inform business decisions and measure performance.
- Prepare and deliver presentations for senior leadership and clients.
- Provide operational and project management support for key business initiatives.
- Facilitate cross‐functional collaboration and maintain tracking for team priorities and milestones.
- Support market research and competitive analysis to inform strategy and identify areas for improvement.
- Represent the firm at industry events and client forums to promote our capabilities and thought leadership.
- Contribute to process optimization and drive innovation in service delivery and client experience.
Qualifications
- Minimum 6 years of experience in private banking, family office, wealth management, or related fields.
- Experience supporting strategic initiatives and business management.
- Strong analytical, organizational, and communication skills.
- Proven ability to work collaboratively across functions and geographies.
- Proficiency in Microsoft PowerPoint and Excel.
Preferred Qualifications, Capabilities And Skills
- Experience with international markets and cross‐border client needs.
- Advanced degree or professional certification in finance, business, or related field.
- Experience in project management or process improvement.
- Familiarity with data analytics tools and reporting platforms.
- Demonstrated ability to drive innovation and change.
- Experience representing organizations at industry events or conferences.
- Multilingual skills or international work experience.
Global Family Office Strategy - Vice President (m|f|x) in London employer: E Fundresearch
Contact Detail:
E Fundresearch Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Global Family Office Strategy - Vice President (m|f|x) in London
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join relevant groups on LinkedIn, and don’t be shy about reaching out to folks who work at companies you’re interested in. Building relationships can open doors that a CV just can’t.
✨Show Off Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your knowledge in family office services and wealth management. Share insights or trends you've noticed in the market to demonstrate your expertise and passion for the field.
✨Tailor Your Approach
Every interaction is an opportunity! Whether it’s a casual coffee chat or a formal interview, tailor your conversation to reflect the specific needs of the firm. Show them how your skills align with their goals and how you can help drive their strategy forward.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team and contributing to our mission.
We think you need these skills to ace Global Family Office Strategy - Vice President (m|f|x) in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Vice President role. Highlight your experience in private banking and family office services, as well as any strategic initiatives you've led.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about the Global Family Office team and how you can contribute to our mission of exceeding client expectations.
Showcase Your Analytical Skills: Since this role requires strong analytical abilities, be sure to include examples of how you've used data analysis to inform business decisions or improve processes in your previous roles.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity!
How to prepare for a job interview at E Fundresearch
✨Know Your Stuff
Make sure you’re well-versed in the specifics of family office services and private banking. Brush up on recent trends and challenges in the industry, as well as the firm’s unique offerings. This will help you engage in meaningful conversations and demonstrate your expertise.
✨Showcase Your Strategic Mindset
Prepare to discuss how you've previously driven strategic initiatives or contributed to business management. Use specific examples that highlight your analytical skills and ability to optimise client experiences. This will show that you can think critically and contribute to the firm's goals.
✨Engage with Real Scenarios
Be ready to tackle hypothetical scenarios related to client needs and service delivery. Practise articulating tailored solutions and how you would approach client interactions. This will showcase your problem-solving skills and your ability to think on your feet.
✨Connect and Collaborate
Highlight your experience working across functions and geographies. Share examples of successful collaborations and how you’ve facilitated cross-functional teamwork. This will demonstrate your interpersonal skills and your fit within a team-oriented environment.
