At a Glance
- Tasks: Lead transformation projects in private banking, optimising processes and implementing new systems.
- Company: Join a leading wealth management firm driving strategic change.
- Benefits: Competitive salary, professional development, and the chance to influence major business transformations.
- Other info: Collaborative environment with opportunities for career growth and impact.
- Why this job: Be at the forefront of innovative change in the financial services sector.
- Qualifications: Experience in management consulting or business analysis, especially in wealth management.
The predicted salary is between 70000 - 85000 £ per year.
Management Consultant - CRM Transformation - Private Banking
Exciting opportunity opens for a Management Consultant to join a strategic CRM transformation programme within a Private Bank/Wealth Manager.
This role is ideally suited to a Management Consultant/Business Analyst with a
Big 4 background who has delivered transformation projects within wealth management, private banking or investment management.
You'll work closely with senior stakeholders across the business, helping shape future operating models, optimise business processes and ensure the successful delivery of a critical business and technology change initiative.
We're looking for someone who combines strong consulting skills with deep business analysis expertise and can confidently engage senior stakeholders while driving complex change programmes from requirements through to implementation.
This role offers the opportunity to
- Join a high-profile transformation programme within a leading wealth management business.
- Play a key role in redesigning business processes and implementing a new Client Recordkeeping Management System.
- Partner with senior stakeholders across Operations, Front Office, Technology, Risk, Compliance and Change.
- Influence future operating models and help shape strategic business transformation.
- Apply your consulting expertise within a collaborative, delivery-focused environment .
Main Responsibiliti es
- Lead business analysis activities across the implementation of a new Client Recordkeeping Management System.
- Assess current operating models, business processes and governance frameworks, identifying opportunities for improvement and optimisation.
- Conduct detailed impact assessments across business, operations, technology and regulatory functions.
- Gather, challenge and document business requirements, ensuring alignment with strategic objectives and target operating models.
- Facilitate workshops with senior stakeholders to define future-state processes and business solutions.
- Produce high-quality documentation including business requirements, process maps, operating models, solution designs, governance documentation and implementation plans.
- Analyse business processes, identify operational inefficiencies and recommend scalable, sustainable improvements.
- Work closely with project managers, technology teams and business leaders to support successful delivery and business adoption.
- Present recommendations, business cases and progress updates to senior management and project governance committees .
Main Requirements
Proven experience as a Management Consultant/Senior BA delivering client lifecycle management (CLM), CRM, client onboarding or client recordkeeping transformation projects.
Previous experience within a Big 4 consultancy or leading management consulting firm (or equivalent) is a requirement.
Strong experience working with Wealth Management, Private Banking or Investment Management clients, with a solid understanding of front-to-back operating models and business proces ses.
- Demonstrable experience in operating model design, process optimisation, business process re-engineering and organisational change.
- Experience supporting enterprise-wide systems implementations, ideally involving client lifecycle management, client onboarding or recordkeeping platforms.
- Excellent requirements gathering, process mapping and stakeholder management skills.
- Strong analytical mindset with the ability to translate complex business problems into practical, business-focused solutions.
- Confident working with senior executives and presenting recommendations to governance forums and steering committees.
- Advanced Microsoft Excel and Power Point skills.
- Ability to work independently, manage competing priorities and deliver high-quality outputs within a fast-paced project environment.
- Experience working on client lifecycle management (CLM), client onboarding, CRM or client recordkeeping transformation projects.
- Familiarity with operating model design, TOM implementation or regulatory change programmes within financial services.
- Interested? Please Apply in
Management Consultant - CRM Transformation - Private Banking in Slough employer: Rothstein Recruitment
Rothstein Recruitment is an exceptional employer, offering a dynamic work environment in the heart of London where innovation and collaboration thrive. Employees benefit from a strong focus on professional development, with ample opportunities for growth within the investment sector, alongside a supportive culture that values client relationships and strategic thinking. Joining our team means being part of a prestigious firm that prioritises excellence and rewards dedication in managing UHNW client portfolios.
StudySmarter Expert Advice🤫
We think this is how you could land Management Consultant - CRM Transformation - Private Banking in Slough
✨Tip Number 1: Get Involved in Consulting Case Competitions
Look for case competitions hosted by universities and consulting firms. They’re a fab way to showcase your problem-solving skills and meet industry players. Plus, winning one can seriously boost your CV, which we know is key when applying for roles like Management Consultant - CRM Transformation - Private Banking at Rothstein Recruitment!
✨Tip Number 2: Leverage Alumni Networks
Tap into your university’s alumni network; many consultants love to help out new talent. Reach out to alumni who are working in management consulting, they might have insider knowledge about openings at firms like Rothstein Recruitment or be willing to refer you for that Management Consultant - CRM Transformation - Private Banking position!
✨Tip Number 3: Attend Industry Events and Conferences
Keep an eye on management consulting events, workshops, or panels. These are prime opportunities to network with top professionals and get your name out there. You might even bump into someone from Rothstein Recruitment who’s on the lookout for their next Management Consultant - CRM Transformation - Private Banking star!
✨Tip Number 4: Polish Your Consulting Skills Online
Engage with online platforms that offer consulting simulations or courses. Prove your chops by completing relevant projects — this not only beefs up your experience but also gives you concrete examples to chat about during interviews for that full-time Management Consultant - CRM Transformation - Private Banking role at Rothstein Recruitment!
We think you need these skills to ace Management Consultant - CRM Transformation - Private Banking in Slough
Some tips for your application 🫡
Show Your Problem-Solving Skills:In management consulting, it's all about problem-solving—so make sure your CV highlights your analytical and critical thinking skills. Include examples from your studies or previous roles where you tackled complex issues or came up with innovative solutions. Quantify your achievements whenever possible to demonstrate your impact!
Tailor Your Cover Letter:Your cover letter is your chance to explain why you're a perfect fit for the consulting world. Focus on your motivation for joining the industry and how your skills align with the requirements of the role at Rothstein Recruitment. Remember to mention any relevant coursework or projects that showcase your understanding of strategic frameworks or business models!
Highlight Team Experience:Consultants often work in teams, so it's vital to showcase your collaborative skills. Include experiences where you've worked effectively with others, whether in academic group projects or internships. Discuss your role in the team and how you helped achieve common goals, demonstrating you can thrive in a consultancy environment.
Professionalise Your Online Presence:Make sure your LinkedIn and any other professional profiles are up to date, reflecting your career aspirations in management consulting. Connect with industry professionals and follow relevant groups—show you’re serious about entering this field. Applying through our website is a great way to get noticed, so showcase your personality and enthusiasm there!
How to prepare for a job interview at Rothstein Recruitment
✨Master the Case Study Game
In management consulting, case study interviews are all the rage. Make sure to practice structuring your thoughts and analysing data on the fly. Use resources like example case studies to get comfortable with frameworks and solutions. Remember, it’s not just about getting the right answer but showcasing your thought process, so talk us through your reasoning!
✨Know Your Numbers
Be prepared for some numerical and analytical questions. Brush up on your mental math and be ready to interpret data from charts or graphs. We might throw some business scenarios at you that require a quick turnaround on numerical analysis, so practice these skills to feel confident and swift!
✨Show Your Leadership Flair
As this is a full-time role, we want to see your potential as a seasoned consultant. Be ready to discuss experiences where you've led a project or a team. Think about times you've influenced decisions or navigated challenges—this is your chance to show how you can thrive in a fast-paced, collaborative environment.
✨Be a Cultural Fit
We’re not just looking for brains; we want to see if you vibe with our company culture at Rothstein Recruitment. Prepare to share how your values align with ours. Have a think about what makes a great team environment for you and how you can contribute to that. A good cultural fit goes a long way in management consulting!
