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- Tasks: Lead projects in business and data solutions, enhancing client services and operations.
- Company: Join a leading private wealth manager known for agility and work-life balance.
- Benefits: Enjoy hybrid working, competitive salary, bonuses, and a 10% pension.
- Why this job: Shape strategic change while working closely with senior leadership in a supportive culture.
- Qualifications: 7+ years in data/business solutions within wealth management; familiarity with tools like PowerBI.
- Other info: Opportunity to grow into a leadership role; experience with AI is a plus.
The predicted salary is between 52000 - 58000 £ per year.
Location: London (Hybrid – approx. 3 days in office)
Salary: £65,000 – £70,000 + Bonus + 10% Pension + Benefits
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
- Competitive total compensation: £70k base + bonus + 10% pension
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
Bonus points for:
- Experience with AI in financial services
- Prior mentoring or team leadership (not essential)
Interested? 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 Manager - Wealth Management employer: Qh4 Consulting
Contact Detail:
Qh4 Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Solutions Manager - Wealth Management
✨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 solid understanding of these platforms will give you an edge during discussions.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those who have experience in business solutions roles. Engaging with them can provide insights into the company culture and expectations, which can be invaluable during your interview.
✨Tip Number 3
Prepare to discuss your experience with data analytics and how it has driven improvements in previous roles. Be ready to share specific examples that demonstrate your ability to lead projects and work cross-functionally.
✨Tip Number 4
Showcase your proactive mindset by thinking about potential strategic changes that could benefit the firm. Bringing fresh ideas to the table during your interview can highlight your readiness for a broader role.
We think you need these skills to ace Business Solutions Manager - Wealth Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in data and business solutions, particularly within wealth management. Use keywords from the job description to demonstrate your fit for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention specific projects or experiences that align with the responsibilities outlined in the job description.
Highlight Technical Skills: Emphasise your hands-on experience with tools like PowerBI, XPLAN, and others mentioned in the job description. Provide examples of how you've used these tools to drive data analytics improvements.
Showcase Leadership Potential: Even if you haven't managed a team, highlight instances where you've taken initiative or led projects. This will demonstrate your readiness for a broader, strategic role.
How to prepare for a job interview at Qh4 Consulting
✨Showcase Your Data Expertise
Make sure to highlight your experience with data analytics tools like PowerBI and any relevant systems you've worked with, such as XPLAN or Pulse/Symphony. Be prepared to discuss specific projects where you successfully implemented data solutions.
✨Demonstrate Strategic Thinking
Since this role involves shaping strategic change, come prepared with examples of how you've contributed to process improvements or technology enhancements in previous roles. Think about how you can align your experiences with the firm's goals.
✨Engage with Stakeholders
The ability to work cross-functionally is key. Prepare to discuss how you've effectively communicated and collaborated with both technical and non-technical stakeholders in past projects. This will show your versatility and proactive mindset.
✨Express Your Leadership Potential
Even if you haven't managed a team yet, convey your ambition to grow into a leadership role. Share instances where you've taken initiative or mentored others, as this will demonstrate your readiness for future responsibilities.
