Client Operations Director - Wealth Management -Edinburgh

Edinburgh Permanent £100,000 - £130,000
  • wealth management
  • project management

About Our Client

Leading Financial Services Firm

Job Description

Responsibilities include but are not limited to:

- Daily management of the team of project managers and business analysts

- Pragmatic application of project management methodologies, use of a clearly defined delivery roadmap and robust financial and risk management,

- Drive continuous improvement of the teams strategic approach to managing change, including identifying best practices,

- Detailed analysis to understand and document current processes and business rules

- Design thinking approach to modelise target flows and operating models

- Stakeholders management at a Senior and Executive Level through the entire project lifecycle

- Constant collaboration with other project managers to understand cross dependencies

- Ongoing and transparent communication and status update on project to stakeholders and senior management.

- Drive progress against a defined plan, understand challenges and mitigate potential cost or time delays

The Successful Applicant

Candidates should in addition have the following attributes:

- Strong knowledge of Client Operations in Wealth Management: Client Onboarding, KYC & Screening, Account Maintenance, Client Documentation Management

- Strong knowledge and experience in the Digital space for the banking and financial environment

- Strong understanding of Project Methodologies and especially the Product Framework and the Agile framework, including working in a Design Led change organization

- Strong capacity to work with stakeholders in multiple locations towards strategic objectives.

- Demonstrate leadership in running a program where the understanding of complex operational processes/products is required.

- Ability to communicate, present effectively and adapt messaging appropriate to the audience.

- Must be highly disciplined, a self-starter, and have the ability to execute on assignments independently.

- Adaptability to understand complex business rules and the details of a process.

- Strong capacity for operating in a flexible, dynamic environment where creative and strategic thinking is required.

What's on Offer

Exciting opportunity, permanent role, excellent package, hybrid working (3 days in the office, in Edinburgh!)

Contact
Sumrana Saleem
Quote job ref
JN-042022-5431350
Phone number
+44 207 776 5973

Job summary

Sector
Banking & Financial Services
Subsector
Operations / Middle Office - Asset Management
Industry
Financial Services
Location
Edinburgh
Contract type
Permanent
Consultant name
Sumrana Saleem
Consultant phone
+44 207 776 5973
Job reference
JN-042022-5431350