Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support product development and governance in Wealth & Private Banking.
- Company: Join a renowned Private Bank with a strong reputation.
- Benefits: Gain hands-on experience and develop core skills in finance.
- Other info: Dynamic role with opportunities for professional growth and learning.
- Why this job: Make an impact on innovative financial products and client outcomes.
- Qualifications: 1-3 years in Wealth Management, strong communication, and Excel skills.
The predicted salary is between 50000 - 70000 £ per year.
An excellent opportunity has arisen for an Investment Product Associate to join a renowned Private Bank. This role offers exposure across the full product lifecycle, supporting all phases of development - from idea generation and build, through to launch and post-launch distribution support to the Front Office. The successful candidate will help ensure that existing products remain fit for purpose, aligned to target markets, and deliver appropriate client outcomes. You will also have hands-on involvement in supporting governance forums including the Product Approval Committee (PAC), Lifecycle Management Panel (LCM) and Product Review Panel (PRP). It is an ideal opportunity for a candidate looking to develop core skills in preparing generating new ideas, high-quality proposals, presentations, and data analysis within a controlled regulatory environment. The product offering spans Portfolio Management, Advisory Services, Wealth Planning, Markets solutions (including structured products), Alternatives, and Credit services.
Main Responsibilities:
- Support the implementation of the local product offering through collaboration with key stakeholders, including the Head of Products and Services, Product Owners, Relationship Management teams, and Legal and Compliance.
- Assist in ensuring that new and existing products meet Risk, Compliance, and FCA requirements, and align with the UK product governance framework, including Consumer Duty expectations.
- Act as a point of contact for product-related queries from Relationship Managers, coordinating with Head Office, Product teams, and control functions to provide timely responses.
- Provide operational and administrative support in the running of governance forums (PAC, LCM, PRP), ensuring accurate documentation, audit trails, and high-quality materials.
- Maintain product governance action logs, tracking progress and liaising with stakeholders to ensure timely resolution of actions.
- Contribute to product lifecycle reviews, including monitoring product performance, client outcomes, and target market alignment.
- Support Change Management initiatives impacting Products and Services, as required.
Key Requirements:
- 1-3+ years’ experience in a relevant role within Wealth Management or Private Banking.
- Broad understanding of wealth and private banking products and services.
- Experience working with ONE of the following products: Portfolio Management, Advisory Services, Wealth Planning, Markets solutions (including structured products), Alternatives, and Credit services.
- Familiarity with regulatory frameworks such as MiFID II and Consumer Duty.
- Exposure to Product Governance processes is advantageous.
- Progress towards or interest in the CISI Investment Advice Diploma is beneficial.
- Proficiency in Microsoft Excel and PowerPoint.
- Strong written and verbal communication skills, with attention to detail.
Interested? Please Apply.
Investment Product Associate - Wealth & Private Banking in City of London employer: Rothstein Recruitment
Contact Detail:
Rothstein Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Product Associate - Wealth & Private Banking in City of London
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can help you land that Investment Product Associate role.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of wealth management products and regulatory frameworks like MiFID II. We suggest practising common interview questions and even doing mock interviews with friends to boost your confidence.
✨Tip Number 3
Showcase your skills! Create a portfolio or presentation that highlights your experience with product governance and lifecycle management. We want to see how you can contribute to the team, so make sure to bring your A-game!
✨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. We’re excited to see your application and hopefully welcome you to the team soon!
We think you need these skills to ace Investment Product Associate - Wealth & Private Banking in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Product Associate role. Highlight your experience in Wealth Management or Private Banking, and don’t forget to mention any relevant products you've worked with, like Portfolio Management or Advisory Services.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your skills align with the responsibilities listed. Mention your familiarity with regulatory frameworks like MiFID II and Consumer Duty to show you’re on the ball.
Showcase Your Communication Skills: Since strong written communication is key for this role, make sure your application is clear and concise. Use bullet points where necessary and keep your language professional yet approachable. We want to see your attention to detail!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way to ensure your application gets to us directly. Plus, it shows you’re keen on joining the StudySmarter team. We can’t wait to see what you bring to the table!
How to prepare for a job interview at Rothstein Recruitment
✨Know Your Products
Make sure you have a solid understanding of the wealth and private banking products mentioned in the job description. Brush up on Portfolio Management, Advisory Services, and any other relevant areas. Being able to discuss these confidently will show your genuine interest and expertise.
✨Understand Regulatory Frameworks
Familiarise yourself with MiFID II and Consumer Duty regulations. Be prepared to discuss how these frameworks impact product governance and client outcomes. This knowledge will demonstrate your readiness to operate within a controlled regulatory environment.
✨Prepare for Governance Discussions
Since you'll be involved in governance forums like the Product Approval Committee, think about how you can contribute. Prepare examples of how you've supported similar processes in the past, focusing on documentation and stakeholder communication.
✨Showcase Your Analytical Skills
Highlight your proficiency in Microsoft Excel and PowerPoint during the interview. Be ready to discuss how you've used these tools for data analysis or creating high-quality proposals. This will illustrate your ability to support product lifecycle reviews effectively.