Wealth Tech Product Analyst – CRM & Platform Expert
Wealth Tech Product Analyst – CRM & Platform Expert

Wealth Tech Product Analyst – CRM & Platform Expert

Full-Time 45000 - 55000 £ / year (est.) No home office possible
Quilter

At a Glance

  • Tasks: Support and enhance tech products, focusing on user experience and CRM platforms.
  • Company: Join Quilter, a leader in wealth management technology.
  • Benefits: Permanent role with competitive salary and opportunities for growth.
  • Other info: Based in vibrant Southampton or London, with a collaborative team culture.
  • Why this job: Make a difference in customer experience within the wealth management sector.
  • Qualifications: Experience with CRM platforms and a strong analytical mindset.

The predicted salary is between 45000 - 55000 £ per year.

Quilter is looking for an experienced Product Analyst to maintain and support technology products within the business. This permanent role, based in Southampton or London, emphasizes customer experience and requires hands-on experience with CRM platforms.

Responsibilities include:

  • Providing user support
  • Troubleshooting issues
  • Collaborating with project teams on technology product enhancements

Ideal candidates will have a deep understanding of the wealth management sector and an analytical mindset.

Wealth Tech Product Analyst – CRM & Platform Expert employer: Quilter

Quilter is an exceptional employer that prioritises employee growth and development, offering a dynamic work culture where innovation thrives. With a focus on enhancing customer experience in the wealth management sector, employees benefit from collaborative project teams and hands-on opportunities to influence technology product enhancements. Located in vibrant Southampton or London, Quilter provides a supportive environment that values analytical skills and fosters professional advancement.
Quilter

Contact Detail:

Quilter Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Wealth Tech Product Analyst – CRM & Platform Expert

Tip Number 1

Network like a pro! Reach out to folks in the wealth management sector on LinkedIn or at industry events. A friendly chat can open doors that a CV just can't.

Tip Number 2

Show off your CRM skills! If you've got hands-on experience, make sure to highlight specific projects or challenges you've tackled. We want to see how you’ve made an impact!

Tip Number 3

Prepare for those interviews! Research Quilter and their tech products. Knowing their customer experience focus will help you stand out as someone who gets their mission.

Tip Number 4

Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step!

We think you need these skills to ace Wealth Tech Product Analyst – CRM & Platform Expert

CRM Platform Expertise
User Support
Troubleshooting Skills
Collaboration
Analytical Mindset
Wealth Management Knowledge
Technology Product Enhancement
Customer Experience Focus

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience with CRM platforms and any relevant tech products. We want to see how your skills align with the role, so don’t be shy about showcasing your analytical mindset and customer experience focus!

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 background makes you the perfect fit for our team. Let us know what excites you about the role and how you can contribute.

Showcase Your Problem-Solving Skills: In your application, include examples of how you've tackled challenges in previous roles, especially related to user support or troubleshooting. We love seeing candidates who can think on their feet and come up with effective solutions!

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 us you’re keen on joining our team at StudySmarter!

How to prepare for a job interview at Quilter

Know Your CRM Inside Out

Make sure you’re well-versed in the CRM platforms relevant to the role. Brush up on their features, functionalities, and any recent updates. Being able to discuss specific examples of how you've used these tools to enhance customer experience will definitely impress.

Showcase Your Analytical Skills

Prepare to demonstrate your analytical mindset by discussing past projects where you’ve used data to drive decisions. Think about how you can relate your experiences to the wealth management sector, as this will show you understand the industry’s nuances.

Be Ready for Problem-Solving Scenarios

Expect to face some troubleshooting scenarios during the interview. Practice articulating your thought process when resolving issues, as this will highlight your hands-on experience and ability to support users effectively.

Collaborate and Communicate

Since collaboration is key in this role, be prepared to talk about how you’ve worked with project teams in the past. Share examples that showcase your communication skills and how you’ve contributed to successful product enhancements.

Wealth Tech Product Analyst – CRM & Platform Expert
Quilter

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