Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support product development from idea to launch, ensuring compliance and client satisfaction.
- Company: Join a renowned Private Bank with a strong reputation in Wealth & Private Banking.
- Benefits: Gain valuable experience in a dynamic environment with opportunities for professional growth.
- Other info: Collaborate with key stakeholders and contribute to innovative financial solutions.
- Why this job: Develop core skills in product management while making a real impact in finance.
- Qualifications: 1-3 years in Wealth Management or Private Banking; familiarity with regulatory frameworks is a plus.
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. 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.
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. Contribute to product lifecycle reviews, including monitoring product performance, client outcomes, and target market alignment.
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
- Familiarity with regulatory frameworks such as MiFID II and Consumer Duty
- Progress towards or interest in the CISI Investment Advice Diploma is beneficial
- Proficiency in Microsoft Excel and PowerPoint
Investment Product Associate - Wealth & Private Banking 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
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth and private banking sector. Attend industry events or webinars, and don’t be shy about introducing yourself. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for those interviews by brushing up on your product knowledge. Make sure you can talk confidently about portfolio management, advisory services, and structured products. We want you to shine when discussing how you can contribute to the product lifecycle!
✨Tip Number 3
Showcase your analytical skills! Be ready to discuss how you’ve used data analysis in previous roles. We love candidates who can demonstrate their ability to monitor product performance and client outcomes effectively.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for passionate individuals who are eager to dive into the world of wealth management and private banking.
We think you need these skills to ace Investment Product Associate - Wealth & Private Banking
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 skills like data analysis and product governance.
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 background aligns with the job description. Be specific about your experience with regulatory frameworks like MiFID II.
Showcase Your Skills: Don’t just list your skills; demonstrate them! If you’ve got proficiency in Microsoft Excel and PowerPoint, include examples of how you’ve used these tools in previous roles to support product development or client outcomes.
Apply Through Our Website: We encourage you to apply through our website for the best chance of success. It’s the easiest way for us to keep track of your application and ensure it gets the attention it deserves!
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 structured products. Being able to discuss these confidently will show that you're serious about the role.
✨Understand Regulatory Frameworks
Familiarise yourself with MiFID II and Consumer Duty regulations. Prepare 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 High-Quality Proposals
Practice creating concise and impactful proposals or presentations. Use Microsoft PowerPoint to showcase your ideas clearly. This will not only help you during the interview but also reflect your ability to contribute to high-quality materials in the role.
✨Engage with Stakeholders
Think about how you would collaborate with various stakeholders like Product Owners and Relationship Managers. Be ready to share examples of how you've successfully worked with others in the past, as teamwork is key in this position.