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For Companies At a Glance
- Tasks: Support wealth management firms by implementing and optimising our innovative SaaS platform.
- Company: Join Objectway, a forward-thinking tech company in the wealth management sector.
- Benefits: Enjoy permanent employment, hybrid work, and a dynamic international environment.
- Why this job: Make a real impact by helping clients succeed with cutting-edge software solutions.
- Qualifications: 5+ years experience in business consulting or project management, ideally in wealth management.
- Other info: Be part of a collaborative team that values quality and continuous learning.
The predicted salary is between 36000 - 60000 £ per year.
Objectway is seeking a Business Consultant to join a small, dedicated team supporting regional wealth management firms utilising our multi-component SaaS platform, Wealth in One. This platform integrates several of Objectway's core components, including back-office (clearing, settlement, custody), front-office (portfolio and order management), document management, client web portal access, and, for some clients, CRM functionality. You will gain a strong understanding of all platform components and their interactions, contributing to both client onboarding and ongoing support - though the role does not require deep specialisation in any single component.
Main Responsibilities
- Serve as the primary point of contact for clients, understanding their business needs, and ensuring satisfaction with the software solutions provided.
- Be suitably experienced in understanding new, and enhancements to existing, business requirements and also provide consultancy services for the implementation of new functionality.
- Need to be experienced in examining and analysing functional issues and be able to discuss, explain and implement changes to existing business models.
- Oversee the deployment and configuration of wealth management software, ensuring that it integrates well with existing systems and processes.
- Work with technical teams or independently to configure the software to match client requirements, including user roles, permissions, and specific functionalities for front-office users.
- Provide post-implementation support to resolve any technical or functional issues and ensure the system operates smoothly for front-office users.
- There is also the potential for the candidate to be involved in the demonstration of the application to new and existing clients as well as supporting the implementation phase of onboarding projects.
- There is also a requirement for the successful candidate to have had experience in data mapping, both back to front and front to back, for PMS applications.
- Additional responsibilities include, but not restricted to, training (internal and external) and supporting staff, handling client issues and monitoring customer adoption and satisfaction and report on it to the management.
Required Skills
- At least 5 years of professional experience.
- Degree in (Business) Economics or IT, or equivalent through experience.
- Experience in managing projects focused on digital solutions, processes and/or digital products and understanding of the software development lifecycle.
- Knowledge of the wealth/investment management business from a front office perspective.
- Knowledge of the eXimius PMS application would be hugely beneficial however knowledge of other portfolio management applications would also be beneficial.
- Business Analysis skills and experience.
- Excellent verbal and written communication skills in English.
- Eager to travel on a regular basis outside your home country when required.
Nice to have
- Proficient in the Microsoft Office suite.
- Basic SQL querying skills.
- Basic JIRA skills.
Personal Profile
- Passion for quality, you have high standards, and you aim to achieve them.
- You work proactively and are driven by results.
- Team player, flexible, accurate, hands-on mentality.
- Enthusiasm and a "can-do" attitude.
- Excellent time management and organisation, deadline-focused.
- Strong communication & collaboration skills.
- Willingness to travel as required.
- A desire to learn about the wealth management industry and Objectway's product set.
- A desire to understand our customers goals and needs, and how our products support those.
What We Offer
- Permanent employment.
- A challenging and progressive position within an international work environment.
- Hybrid work.
What's next
Please note that first interviews are mainly held virtually. Second or third stage might be arranged at our premises. Candidates who are successful in the recruitment process will be asked to consent to a pre-employment screening as part of the final steps.
Equality Policy. We are an equal opportunities employer and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Business Consultant employer: Objectway Limited
Contact Detail:
Objectway Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Consultant
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management industry and let them know you're on the lookout for a Business Consultant role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of Objectway's Wealth in One platform. Familiarise yourself with its components and think about how your experience aligns with the responsibilities listed in the job description. Confidence is key!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that excite you, like Objectway! Tailor your approach to show how your skills can directly benefit their team. We want to see your passion for the role shine through!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Use this opportunity to reiterate your enthusiasm for the position and how you can contribute to their success.
We think you need these skills to ace Business Consultant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Business Consultant. Highlight your experience with SaaS platforms and any relevant project management skills. We want to see how your background aligns with what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about wealth management and how your skills can help us support our clients. Keep it engaging and personal – we love a good story!
Showcase Your Communication Skills: Since this role involves a lot of client interaction, make sure your written application reflects your excellent communication skills. Be clear, concise, and professional in your language – it’s all about making a great first impression!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Objectway Limited
✨Know the Product Inside Out
Before your interview, make sure you have a solid understanding of Objectway's Wealth in One platform. Familiarise yourself with its components and how they integrate. This will help you discuss how you can support clients effectively and demonstrate your knowledge during the interview.
✨Showcase Your Consultancy Skills
Be prepared to discuss your experience in providing consultancy services. Think of specific examples where you've successfully identified business needs and implemented solutions. This will show that you can handle the responsibilities of the role and understand client satisfaction.
✨Prepare for Technical Discussions
Brush up on your knowledge of data mapping and portfolio management systems. Be ready to explain how you've tackled functional issues in the past and how you would approach similar challenges at Objectway. This will highlight your analytical skills and technical expertise.
✨Demonstrate Your Communication Skills
Since this role involves liaising with clients, practice articulating your thoughts clearly and confidently. Prepare to discuss how you’ve trained others or handled client issues in the past. Strong communication is key, so let your enthusiasm and 'can-do' attitude shine through!