Wealth Management Experience Associate

We're looking for a Wealth Management Experience (WMX) Associate to play a key role in helping our Wealth Managers deliver exceptional outcomes for clients.

This is a highly visible position sitting at the heart of the business, acting as a trusted partner to front-office teams and working closely with Operations, Technology, Risk and Change functions. You'll help colleagues get the most from our systems, processes and tools, ensuring they can focus on what matters most: building relationships and delivering outstanding client service.

Whether you're supporting new joiners, leading training initiatives, driving process improvements or contributing to major transformation projects, you'll have a direct impact on the effectiveness of our Wealth Management business.

What You'll Be Doing:

As a WMX Associate, you'll be the go-to expert for front-office support, helping Wealth Managers and their teams navigate systems, processes and change initiatives confidently and efficiently.

Key responsibilities include:

• Acting as a trusted point of contact for Wealth Managers, Portfolio Managers and Administrative Assistants, providing guidance on systems, processes and best practices.
• Delivering engaging onboarding programmes, training sessions and coaching to support capability development across the front office.
• Driving adoption of new tools, systems and ways of working, helping colleagues embrace change and maximise efficiency.
• Building strong relationships across branches and business functions to identify challenges, share best practice and improve the overall Wealth Manager experience.
• Working closely with Operations, Technology, Risk and Front Office Support teams to resolve issues and deliver sustainable improvements.
• Supporting business-critical initiatives including platform migrations, onboarding and integration activity, system upgrades and process enhancements.
• Acting as a subject matter expert on front-office processes, contributing to project design, user acceptance testing and change implementation.
• Analysing feedback and support trends to identify opportunities for improvement and enhance both colleague and client experiences.
• Preparing and delivering presentations, communications and updates to stakeholders across the business.
• Championing a culture of continuous improvement, collaboration and service excellence.

What We're Looking For:

You'll bring a strong understanding of wealth management operations and a genuine passion for helping colleagues succeed.

We're particularly interested in candidates who can demonstrate:

• Experience within Wealth Management, Private Banking, Investment Management or Financial Services.
• A strong understanding of front-office operations, client servicing and the end-to-end client journey.
• Experience delivering training, coaching, service improvement or change initiatives.
• The ability to build credibility with stakeholders at all levels and influence positive outcomes.
• An analytical mindset with the ability to identify process inefficiencies and recommend practical solutions.
• Knowledge of regulatory expectations including Consumer Duty and Conduct Risk principles.
• A proactive, collaborative approach with a strong focus on delivering excellent service.

Skills & Attributes:

• Excellent communication, presentation and facilitation skills.
• Ability to explain technical concepts and operational processes in a simple and engaging way.
• Strong organisational skills with the ability to manage multiple priorities effectively.
• Confidence working with a range of systems and technologies, including Microsoft Office applications.
• Natural relationship-builder with strong stakeholder management skills.
• Resilient, adaptable and comfortable operating in a fast-paced environment.
• A continuous improvement mindset and passion for enhancing the colleague experience.