Find a job 
Featured Companies 
Featured Universities 
For Companies 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 progressive role with opportunities for travel and professional growth.
- Other info: Dynamic international environment with a focus on teamwork and continuous learning.
- 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 in London employer: Objectway
Contact Detail:
Objectway Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Consultant in London
✨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 opportunities. A personal recommendation can go a long way in landing that Business Consultant role.
✨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 discussions.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience aligns with the role. Highlight your project management skills and any relevant software knowledge, especially around PMS applications, to show you're the perfect fit.
✨Tip Number 4
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 our team at Objectway.
We think you need these skills to ace Business Consultant in London
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 project management experience and any relevant software knowledge, especially in wealth management.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're passionate about the wealth management industry and how your background aligns with our needs. Be specific about how you can contribute to our team and support our clients.
Showcase Your Communication Skills: Since excellent verbal and written communication is key for this role, ensure your application is clear, concise, and free of errors. This is your chance to demonstrate your attention to detail!
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 keen on joining our team!
How to prepare for a job interview at Objectway
✨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 interact. This will help you demonstrate your knowledge and show that you're genuinely interested in the role.
✨Showcase Your Consultancy Skills
Prepare examples from your past experience where you've successfully identified client needs and implemented solutions. Be ready to discuss how you can apply these skills to support clients using the Wealth in One platform.
✨Brush Up on Business Analysis
Since the role requires strong business analysis skills, think of specific instances where you've examined and resolved functional issues. Highlight your ability to adapt existing business models and how this can benefit Objectway's clients.
✨Demonstrate Your Communication Skills
As a Business Consultant, you'll need to communicate effectively with clients and technical teams. Practice articulating complex ideas clearly and concisely. Consider preparing a mock demonstration of the software to showcase your presentation skills.