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- Tasks: Support product development from idea to launch, ensuring compliance and client satisfaction.
- Company: Join a renowned Private Bank with a focus on innovation and client outcomes.
- Benefits: Gain hands-on experience in a dynamic environment with growth opportunities.
- Other info: Collaborate with key stakeholders and contribute to governance forums for impactful decision-making.
- Why this job: Develop core skills in product management while making a real impact in Wealth & Private Banking.
- Qualifications: 1-3 years in Wealth Management, strong communication skills, and familiarity with regulatory frameworks.
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 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 London
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, webinars, or even casual meet-ups. 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.
✨Show Off Your Skills
When you get the chance to chat with potential employers, don’t hold back! Share your experiences with product governance and lifecycle management. We want to hear about your hands-on involvement and how you’ve tackled challenges in previous roles.
✨Ask Smart Questions
During interviews or networking chats, come prepared with insightful questions about the company’s product offerings and governance processes. This shows you’re genuinely interested and have done your homework, which we love to see!
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for passionate candidates who are ready to dive into the world of Wealth & Private Banking.
We think you need these skills to ace Investment Product Associate - Wealth & Private Banking in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Product Associate role. Highlight relevant experience in Wealth Management or Private Banking, and don’t forget to mention any specific 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 job description. Mention your familiarity with regulatory frameworks like MiFID II and how you can contribute to product governance.
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: We encourage you to apply through our website for the best chance of success. It’s straightforward and ensures your application goes directly to us. Plus, you’ll get to see more about our culture and values while you’re at it!
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 key regulatory frameworks like MiFID II and Consumer Duty. Be prepared to discuss how these regulations 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, think about how you can contribute to discussions in the Product Approval Committee or Lifecycle Management Panel. Prepare examples of how you've supported similar processes in the past, showcasing your organisational skills and attention to detail.
✨Showcase Your Communication Skills
Strong written and verbal communication skills are crucial for this role. Practice articulating your thoughts clearly and concisely. Consider preparing a short presentation on a relevant topic to demonstrate your ability to create high-quality materials and engage stakeholders effectively.