At a Glance
- Tasks: Support wealth management firms using our innovative SaaS platform and ensure client satisfaction.
- Company: Join Objectway, a forward-thinking tech company in the wealth management sector.
- Benefits: Enjoy a dynamic role with opportunities for travel and professional growth.
- Other info: Collaborative team environment with a focus on quality and client success.
- Why this job: Make a real impact by helping clients optimise their wealth management processes.
- Qualifications: 5+ years experience in business consulting or project management, ideally in wealth management.
The predicted salary is between 50000 - 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.
The responsibilities of the role encompass those of the Wealth in One team, namely:
- 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.
- 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.
- 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
A challenging and progressive position within an international work environment.
Business Consultant employer: Objectway
Objectway is an excellent employer, offering a dynamic and supportive work culture that fosters professional growth and development. As a Business Consultant, you will be part of a dedicated team in the wealth management sector, where you can enhance your skills while working with cutting-edge SaaS solutions. The company values quality and results, providing opportunities for travel and engagement with clients, ensuring a rewarding and meaningful career path.
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 sector 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
Get familiar with Objectway's Wealth in One platform. Dive into online resources, tutorials, or even demo videos. The more you know about the product, the better you'll be able to impress during interviews and show how you can add value to the team.
✨Tip Number 3
Practice your pitch! Prepare a brief summary of your experience and how it aligns with the role. Highlight your project management skills and any relevant software knowledge. This will help you communicate your value clearly when you get that chance to chat with potential employers.
✨Tip Number 4
Don't forget to apply 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 the team at Objectway. So, get those applications in!
We think you need these skills to ace Business Consultant
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Business Consultant role. Highlight your experience in wealth management and any relevant software solutions you've worked with. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about the wealth management industry and how your background aligns with our needs. Let us know what excites you about working with Objectway and our SaaS platform.
Showcase Your Communication Skills:Since excellent verbal and written communication is key for this role, make sure your application is clear and concise. We love candidates who can express their thoughts effectively, so don’t hold back on showcasing your writing prowess!
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 the role. Plus, it shows you’re proactive and keen to join our team!
How to prepare for a job interview at Objectway
✨Know the Platform Inside Out
Before your interview, make sure you have a solid understanding of Objectway's Wealth in One platform. Familiarise yourself with its components like back-office and front-office functionalities. 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 talk about your experience in providing consultancy services. Think of specific examples where you've successfully implemented new functionalities or resolved client issues. This will highlight your ability to understand business needs and ensure client satisfaction.
✨Demonstrate Your Analytical Mindset
Since the role involves examining functional issues and discussing changes to business models, come ready with examples of how you've tackled similar challenges in the past. Highlight your business analysis skills and how they can benefit Objectway's clients.
✨Emphasise Your Communication Skills
Excellent verbal and written communication is key for this role. Practice articulating your thoughts clearly and concisely. You might even want to prepare a brief presentation on a relevant topic to showcase your ability to communicate complex ideas effectively.
