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- Tasks: Support strategic projects in wealth management, focusing on data solutions and process improvements.
- Company: Join QH4 Consulting, a leader in private wealth management, known for its agile and supportive culture.
- Benefits: Enjoy hybrid working, a balanced work-life environment, and opportunities for professional growth.
- Why this job: Be a key player in shaping technology and data strategies that impact client services and operations.
- Qualifications: 7+ years in data/business solutions within wealth management; experience with tools like PowerBI is essential.
- Other info: This role offers potential for future leadership and collaboration with tech vendors.
The predicted salary is between 46800 - 78000 £ per year.
Location: London (Hybrid – approx. 3 days in office)
QH4 Consulting is hiring on behalf of a leading private wealth manager, looking for a high-potential Business Solutions & Data Analyst to join their growing Business and Data Solutions function. This is a fantastic opportunity for someone in wealth management with strong systems and data experience who’s ready to step up into a broader, more strategic role. You’ll work closely with the Head of Business and Data Solutions, shaping how technology, data, and process improvements support front-office, dealing, operations, and client service teams.
Why this role?
- You’ll be the right hand to the Head of Business and Data Solutions
- The firm is agile, successful, and values work-life balance (hybrid working, no long-hours culture)
- You’ll help shape strategic change across portals, core systems, and data platforms
The role includes:
- Supporting delivery of the firm’s business and data solutions roadmap
- Leading or contributing to projects including digital onboarding, client portals, and automation
- Working cross-functionally with stakeholders across projects, technology, and front office
- Driving data analytics improvements and reporting tools (e.g., PowerBI)
- Partnering with tech vendors and ensuring optimal use of business systems
We’re looking for someone with:
- 7+ years' experience in a data/business solutions role within a wealth management or private client environment
- Hands-on exposure to tools like XPLAN, Pulse/Symphony, BitaRisk, PowerBI, First Rate, PowerApps
- A proactive mindset and the ability to engage with technical and non-technical stakeholders
- Potential to grow into a future leadership role – you don’t need to be managing a team yet
- Experience with AI in financial services
- Prior mentoring or team leadership (not essential)
If you’re ready to step into a broader, more strategic role in a respected private wealth firm – we’d be interested to speak with you. Send a message or drop us a note at info@qh4consulting.com.
Business Solutions & Data Analyst – Wealth Management (Step-Up Opportunity) employer: Qh4 Consulting
Contact Detail:
Qh4 Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Solutions & Data Analyst – Wealth Management (Step-Up Opportunity)
✨Tip Number 1
Familiarise yourself with the specific tools mentioned in the job description, such as PowerBI and XPLAN. Having hands-on experience or even a basic understanding of these platforms can set you apart from other candidates.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those who work with data solutions. Engaging with industry peers can provide insights into the role and may lead to valuable referrals.
✨Tip Number 3
Showcase your proactive mindset by preparing examples of how you've successfully engaged with both technical and non-technical stakeholders in past roles. This will demonstrate your ability to bridge gaps between teams.
✨Tip Number 4
Research the company’s recent projects or initiatives related to digital onboarding and automation. Being knowledgeable about their current focus areas will help you tailor your discussions during interviews.
We think you need these skills to ace Business Solutions & Data Analyst – Wealth Management (Step-Up Opportunity)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in data and business solutions, particularly within wealth management. Emphasise your hands-on exposure to tools like PowerBI and any experience with AI in financial services.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your proactive mindset and ability to engage with both technical and non-technical stakeholders make you a great fit for the position.
Showcase Relevant Projects: If you've led or contributed to projects involving digital onboarding, client portals, or automation, be sure to mention these. Highlight your role in driving data analytics improvements and any partnerships with tech vendors.
Prepare for Potential Questions: Think about how you would approach strategic change in business and data solutions. Be ready to discuss your vision for the role and how you can contribute to the firm's roadmap during potential interviews.
How to prepare for a job interview at Qh4 Consulting
✨Showcase Your Data Skills
Make sure to highlight your experience with data analytics tools like PowerBI and any other relevant software. Be prepared to discuss specific projects where you've successfully used these tools to drive insights or improvements.
✨Understand the Wealth Management Landscape
Familiarise yourself with current trends and challenges in wealth management. This will help you demonstrate your knowledge of the industry and how your skills can contribute to the firm's strategic goals.
✨Prepare for Cross-Functional Collaboration
Since the role involves working with various stakeholders, think of examples where you've successfully collaborated across teams. Be ready to discuss how you engage both technical and non-technical stakeholders effectively.
✨Demonstrate a Proactive Mindset
Show that you're not just reactive but also proactive in identifying opportunities for improvement. Share instances where you've taken the initiative to implement changes or suggest new ideas that benefited your previous employers.
