Management Consultant – CRM Transformation – Greater London
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The role
A management consultant is sought to support a CRM transformation project within a private bank or wealth manager located in London. The role involves engaging with senior stakeholders to define future operating models, optimise business processes, and implement systems such as client recordkeeping and management platforms. Responsibilities include conducting business analysis, gathering requirements, facilitating workshops, and producing comprehensive documentation for system implementation and process improvements. The candidate should have experience in client lifecycle management, wealth management, or private banking projects, with strong stakeholder management and process mapping skills. Technical expertise in process design, operating model development, and systems deployment within the financial services sector is essential. The role offers the chance to impact strategic business change within a high-profile programme.
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