Private Wealth Product Development - Senior Associate/VPNew | Job in Wrexham

In this exciting opportunity within our organization we seek a highly motivated and experienced Senior Associate/VP for the role of Private Wealth Product Development. This position is based in Wales and offers an exceptional chance to contribute to the growth and success of our wealth management offerings.

*Role Responsibilities: *

• Develop, enhance, and manage a diverse range of private wealth products, ensuring they align with the organization's strategic objectives and cater to the evolving needs of high-net-worth individuals and families.
• Collaborate closely with cross-functional teams across the organization, including investment, risk management, compliance, legal, marketing, and sales, to ensure the successful delivery of innovative wealth products.
• Conduct comprehensive market research and competitor analysis to identify trends, opportunities, and threats within the private wealth industry. Leverage this knowledge to refine existing product offerings and develop new ones that set us apart from competitors.
• Provide expert advice on product-related matters, ensuring compliance with relevant regulations and maintaining a thorough understanding of market best practices.
• Work closely with senior leadership to establish strategic partnerships and alliances that support the growth and success of our private wealth business.

*Qualifications: *

• Proven experience in Private Wealth Product Development within the financial services industry, ideally at a Senior Associate or VP level.
• Strong knowledge of private wealth management products, including investments, trusts, and estate planning.
• Exceptional analytical skills with the ability to interpret complex data and make strategic recommendations.
• Excellent communication and interpersonal skills with a proven ability to work effectively within cross-functional teams.
• A deep understanding of financial regulations and market trends affecting private wealth management.
• A relevant undergraduate or postgraduate degree in finance, economics, business administration, or a related field. Professional designations such as CFA or CPWA are highly desirable. By joining our team, you will have the opportunity to shape the future of private wealth management within one of Wales' leading financial organizations. We offer a competitive salary, comprehensive benefits package, and opportunities for professional growth and development. If you are passionate about wealth management and ready to make an impact we would love to hear from you. We look forward to reviewing your application!

Why We Are Hiring

*Why We Are Hiring: Private Wealth Product Development - Senior Associate/VPNew *

Welcome to an exciting opportunity within our organization! As a leading provider of wealth management services we are always seeking exceptional talent to join our team and help shape the future of private wealth management. In this role as Senior Associate/VP New in Private Wealth Product Development, you will play a pivotal part in creating innovative solutions for our high-net-worth clients, driving growth, and enhancing our reputation as a trusted advisor in the industry.

*Innovation at Its Core *

We pride ourselves on being an organization that fosters innovation and encourages fresh perspectives. In this role, you will collaborate with cross-functional teams to conceptualize, develop, and launch new wealth products tailored to our clients' unique needs. Your work will have a direct impact on the financial wellbeing of our esteemed clientele, making this position not just challenging but also incredibly rewarding.

*A Growth Opportunity *

With our organization, you will find yourself in an environment that supports professional growth and career advancement. As a Senior Associate/VP New, you will have ample opportunities to hone your skills, develop new ones, and take on increased responsibilities as you progress. We believe in promoting from within and providing our team members with the resources they need to succeed.

*Collaborative Culture *

Our success is rooted in our collaborative culture. You will work alongside some of the brightest minds in the industry, learning from their expertise while contributing your own insights. This collaborative environment encourages open communication, intellectual curiosity, and a commitment to excellence. Together we strive to deliver exceptional service and build strong, lasting relationships with our clients.

*Why Join Us? *

If you are an ambitious professional seeking a dynamic work environment where your ideas matter and you can make a tangible impact on people's lives, then this is the role for you. With competitive compensation, comprehensive benefits, and numerous opportunities for career advancement, joining our team means becoming part of something much bigger than yourself. We look forward to hearing from candidates who share our passion for innovation, growth, and exceptional client service. If you are ready to take the next step in your career, apply today and become a part of our journey!

Competencies

As a Senior Associate/VP in Private Wealth Product Development within our team, you will be expected to demonstrate the following key competencies:

• Deep understanding of financial markets and wealth management products with a focus on private wealth.
• Proficiency in product development life cycle, from conceptualization to implementation.
• Strong analytical skills, able to evaluate investment strategies, assess risk, and make informed decisions.
• Familiarity with regulatory requirements and ability to ensure compliance throughout the product development process.
• Ability to identify trends and opportunities within the private wealth market, and develop innovative products that meet evolving client needs.
• Strong strategic planning skills, able to create and implement long-term product strategies.
• Proactive in seeking out new partnerships and collaborations that can enhance our product offerings.
• Excellent interpersonal skills with the ability to build and maintain relationships with senior stakeholders, both internally and externally.
• Strong communication skills, able to effectively present complex ideas in a clear and concise manner.
• Ability to manage multiple stakeholder expectations while meeting deadlines.
• Proven ability to lead teams, inspire and motivate colleagues, and drive results.
• Collaborative approach, willing to work closely with cross-functional teams to ensure product success.
• Ability to mentor junior team members, sharing knowledge and expertise to develop their skills.
• Demonstrated ability to adapt quickly to changing market conditions and business needs.
• Strong resilience in the face of challenges and setbacks with a focus on finding solutions rather than dwelling on problems.
• Ability to work effectively under pressure and manage competing priorities. By joining our team as a Senior Associate/VP in Private Wealth Product Development, you will have the opportunity to make a significant impact on our private wealth offerings and contribute to the success of our organization. We look forward to your application.