Change & Transformation

Interim Wealth Management Migration Expert

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We are seeking an experienced Interim Wealth Management Migration Expert to support a major asset transfer project within the financial services industry. This vital role is central to a high-profile transfer of approximately £3 billion of client assets during a complex business sale involving a leading Private Bank. As part of this exciting migration, you will lead the end-to-end transfer of client assets, accounts, and operational processes, ensuring seamless execution within tight timelines.

Required Skills:

  • Proven expertise in delivering asset migrations, client book transfers, or business transfers within wealth management or banking
  • Strong understanding of operational complexities in transferring client assets and accounts
  • Hands-on experience with reconciliations, data validation, and managing migration exceptions
  • Familiarity with core banking systems such as T24 and Avaloq (highly desirable)
  • Excellent stakeholder management and communication skills
  • Ability to investigate issues thoroughly and drive resolutions efficiently
  • Capable of working in a fast-paced environment with shifting priorities

Nice to Have Skills:

  • Experience working with bespoke CRM systems and document storage solutions
  • Prior involvement in large-scale financial transactions or regulatory compliance within wealth management
  • Technical understanding of data migration tools and technology integrations

Preferred Education and Experience:

  • A background in finance, banking, or related financial services
  • Significant hands-on experience with asset or client book migrations
  • Demonstrable success in managing operational transfer projects, ideally within private banking or wealth management sectors
  • Immediate availability to commence work

This is a rare opportunity to be at the forefront of a high-stakes £3 billion asset migration program. If you have proven experience, are ready to make an impact, and can start immediately, we encourage you to apply now and be part of this transformative project.

Salary
Competitive
Location
London, United Kingdom
Job Type
Hybrid
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Reference
10151
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