At a Glance
- Tasks: Lead business operations and drive growth in wealth management services.
- Company: Top provider of personalised investment and wealth management services.
- Benefits: Generous pension, private medical insurance, flexible holidays, and study support.
- Other info: Collaborative culture with opportunities for career development and personal growth.
- Why this job: Be a key player in shaping the future of wealth management.
- Qualifications: Experience in business management within financial services and strong communication skills.
The predicted salary is between 60000 - 80000 £ per year.
Your new company is a leading provider of personalised investment management and wealth management services for private investors and trustees. This includes discretionary investment management, unit trusts, tax planning, trust and company management, pension advice and banking services.
Your new role involves overseeing the business operations and growth within the regions. The Business Manager will play a pivotal role in driving the commercial success and operational excellence of the Wealth Management business across a defined region. They will act as a strategic partner to regional heads, team leaders and relationship managers to optimise business performance and support the delivery of exceptional client outcomes.
The position requires a strategic approach to commercials, relationship management and operational excellence. Responsibilities include:
- Driving business performance and supporting regional senior leadership.
- Ensuring efficient day-to-day business management.
- Leading strategic initiatives to enable growth, scalability, and regulatory compliance.
- Planning, coordinating, and executing business readiness activities to minimise operational risks.
- Partnering with Regional Heads and Relationship Managers to deliver regional business plans and growth targets.
- Monitoring and reporting on key performance indicators (KPIs), including revenue, net new money, client acquisition, and productivity.
- Supporting the implementation of strategic initiatives, including segmentation, pricing, and client experience enhancements.
- Being a member of the local or FP Leadership Committee and Management Committee team.
- Developing plans and goals to help the WM leadership team achieve the agreed strategy.
- Ensuring that the wealth management business is fully prepared for the successful implementation of new products, services, operating model changes, technology, and regulatory changes.
- Realising WM business objectives by promoting efficiency and increasing profitability.
- Overseeing the WM Change initiative roadmap.
- Managing production of the annual business plan, budgets and forecasts.
- Acting as the first point of contact for resolving regional operational issues.
- Supporting regional leadership in workforce planning, talent development, and succession planning.
- Driving performance management processes, including objective setting and regular reviews.
- Fostering a culture of collaboration, accountability, and continuous improvement.
What you'll need to succeed:
- Proven experience in business management within wealth management, private banking, or financial services.
- Strong understanding of the regulatory environment and operational frameworks.
- Excellent stakeholder management and communication skills.
- Strong people-orientation, able to establish and maintain business relationships.
- Analytical mindset with the ability to interpret data and drive insights.
- Experience in leading change and managing cross-functional projects.
- Strong commercial acumen and client-centric approach.
- Confident in manipulating, analysing, and interpreting data.
- Self-driven, comfortable working independently with a strong bias towards action.
- A collaborative team member, adept at managing diverse requests.
What you'll get in return:
- A company pension - 9% non-contributory or 10% if you contribute 5%.
- Private medical insurance - Individual on joining, family after 1 years' service.
- Life assurance - 8 x salary.
- Income protection - 75% salary.
- Company share scheme.
- Discretionary bonus.
- Flexible holidays - purchase up to 5 additional days.
- Green Car Scheme.
- Family friendly policies - enhanced family leave for parents & carers.
- Study support - study days and funding for courses and qualifications.
- Season travel ticket loans.
- Volunteering days.
- Gym discounts.
- Other voluntary benefits you can choose to suit you.
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Business Manager employer: Hays Technology
As a leading provider of personalised investment and wealth management services, this company offers an exceptional work environment for Business Managers looking to make a significant impact. With a strong focus on employee growth, the organisation provides comprehensive benefits including a generous pension scheme, private medical insurance, and flexible holiday options, all within a culture that promotes collaboration and continuous improvement. Located in a dynamic region, employees are empowered to drive strategic initiatives and contribute to the commercial success of the business while enjoying a supportive atmosphere that values work-life balance.
StudySmarter Expert Advice🤫
We think this is how you could land Business Manager
✨Tip Number 1
Network like a pro! Get out there and connect with people in the wealth management sector. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential colleagues on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their business model and recent developments in the wealth management space. This will help you tailor your responses and show that you're genuinely interested in contributing to their success.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience aligns with the role of Business Manager. Highlight your skills in stakeholder management, operational excellence, and driving business performance. Confidence is key, so rehearse until it feels natural.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. So, hit that apply button and let’s get the conversation started!
We think you need these skills to ace Business Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Business Manager role. Highlight your experience in wealth management and any relevant achievements that showcase your ability to drive business performance.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the role. Mention specific examples of how you've successfully managed teams or projects in the past, and how you can contribute to our growth at StudySmarter.
Showcase Your Analytical Skills:Since the role requires an analytical mindset, be sure to include examples of how you've used data to drive insights and improve business outcomes. This will demonstrate your ability to interpret data effectively, which is crucial for the position.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Hays Technology
✨Know Your Numbers
As a Business Manager, you'll need to be comfortable with KPIs and financial metrics. Brush up on the key performance indicators relevant to wealth management, such as revenue growth and client acquisition rates. Being able to discuss these confidently will show your analytical mindset and commercial acumen.
✨Showcase Your Stakeholder Skills
This role requires excellent stakeholder management. Prepare examples of how you've successfully built relationships and collaborated with cross-functional teams in the past. Highlight your communication skills and how you’ve motivated others to achieve common goals.
✨Demonstrate Change Management Experience
Since the position involves leading change initiatives, come prepared with specific examples of projects you've managed that required adaptability and strategic planning. Discuss how you navigated challenges and ensured smooth transitions, showcasing your ability to drive operational excellence.
✨Align with Company Values
Research the company’s mission and values, especially around client-centric approaches and operational efficiency. During the interview, express how your personal values align with theirs and how you can contribute to fostering a culture of collaboration and continuous improvement.
