101 to 125 of 145 Wealth Management Jobs in the UK

Are you a seasoned M&A professional with a proven track record in the wealth management industry? Do you possess the expertise and vision to drive successful mergers and acquisitions in this dynamic sector? If so, we have an exciting opportunity for you to join our esteemed client … dedicated professionals is committed to excellence, innovation, and fostering enduring relationships built on trust.Position Overview:As the M&A Director/MD specializing in wealth management M&A, you will play a pivotal role in spearheading our expansion in this rapidly evolving sector. We are seeking a visionary … leader with a deep understanding of the wealth management landscape, who can navigate the complexities of mergers and acquisitions to unlock value for our clients.Key Responsibilities:Lead and execute mergers, acquisitions, and divestiture transactions within the wealth management industry.Collaborate with clients to understand their business objectives more »

banking and financial advisory firm, is searching for a seasoned and accomplished Vice President (VP) specializing in FIG M&A covering the asset and wealth management sectors to enhance their team in London. If you are a VP with over six years of experience in the financial industry … particularly in FIG and asset and wealth management, we're eager to hear from you.Responsibilities:Spearhead and oversee M&A transactions within the asset and wealth management sectors, including conducting financial analysis, due diligence, valuation, and deal structuring.Develop and manage intricate financial models to assess potential … clients, industry experts, and key stakeholders to cultivate new business opportunities.Keep abreast of industry trends, regulatory changes, and market developments pertinent to asset and wealth management.Requirements:Bachelor's degree in finance, economics, or a related field. Possession of an advanced degree (MBA, CFA, etc.) is advantageous.Extensive track record in more »

THE COMPANY An established and highly reputable Wealth Management firm based with the City of London. THE ROLE The Sales Trainer will work closely with the Front Office Investment Management and Financial Planning teams to focus on building out new client business and maintaining client business already … and seminars both in person and virtually. The Sales Trainer is to assess individual training needs of team members and customise accordingly for the WEALTH MANAGEMENT business. The Sales Trainer will work alongside the WEALTH MANAGEMENT firms sales leadership to identify areas of improvement and build … to better them. The Sales Trainer will design and deliver an effective new joiner’s proposition and sales programme as well as effective sales management training. The Sales Trainer is expected to evaluate all training programmes through feedback mechanisms and performance metrics. The Sales Trainer will provide continuous coaching more »

hugely diverse range of clients rely on us to deliver the kind of change that adds genuine, lasting value to their business.Our Investment and Wealth Management clients engage us to solve their most complex problems, and to help shape and deliver solutions in a rapidly changing marketplace. We … recognised for their delivery of client workPlay an active role in the recruitment and career development of more junior team membersLeverage your Investment and Wealth Management expertise to lead on projects, develop innovative thought leadership and support the growth of our businessOwn and develop trusted relationships with our … grow the firmLearn from the best in the BusinessConnect to your skills and professional experienceEssentials:Extensive experience working within a top-tier Investment or Wealth Management firm, or consulting firmProven track record of designing, delivering and leading large projects and programmesSubject matter expertise in the Charles River Development more »

Frontend Technical Architect – Retail Wealth ManagementFrontend Technical Architect – Retail Wealth Management 100,000 Plus Bonus and Bens 10% Pension Quant Capital is urgently looking for a Technical Architect with strong frontend JavaScript Experience to join or well known Fintech client who are a well know wealth management software business. We are looking for a technically strong architect to help to design and grow a SaaS platform. The company has bold global ambitions. They have a comprehensive microservices architecture in backend and are looking to extend the pattern into an ambitious micro-frontend strategy for … Financial Services firms specifically embracing change bought about by the various market shifts towards FinTech. This is an award winning business with a strong management team and a deep product focus. The Technical Architect Will: • Architect, design and document a brand new platform. • Drive technology forward to maintain and more »

Your new company A leading Wealth Management organisation who pride themselves on offer excellent Investment and Financial planning solutions to their clients, they have over 200 years of experience and continue to be one of the best Wealth Managers in the UK. They are dedicated to holding … business and technology transformation initiatives. The Business Analyst will be required to work on a specific high-profile programme focussing on their core platform - Wealth Dynamics. The Business Analyst will be required to work closely with the 3rd party vendor and the business to ensure successful delivery of the … progress of the programme. What you'll need to succeed You will be an experienced Business Analyst with some experience of working in the Wealth Management industry ideally, although you will be considered if you can demonstrate some knowledge of general Investment management. You will ideally have worked more »

The Global Alternatives Group (“Global Alts”), a division of J.P. Morgan Asset Management, comprised of Real Estate, Infrastructure, Global Transportation Group (“GTG”), Private Equity, Private Credit, Liquid Alternatives and Hedge Fund Strategies, has approximately [$168] billion of assets under management. With over 700 professionals worldwide and over 40 years … with relevant experience in Real Asset (Real Estate, Infrastructure, Transportation) investment funds. You will have a transportation accounting background to assist with the financial management and reporting of a large open-ended Fund, which includes client and internal reporting requirements. We also seek candidates with experience working with a … financial reporting process for all investment products; continually improve the level and content of reporting and communication; Manage fund structures operationally, including active cash management, vendor management and investor reporting;Ensure compliance with Luxembourg regulatory requirements, US GAAP, IFRS and fund documentation;Understand investment structures, debt documents and more »

new roles for .NET Developer to join an ambitious Fintech start-up. This is your chance to work with the sharpest minds in private wealth management and financial software development. Our client’s latest product release has changed the way people view private wealth management and … allowed them to provide their clients with an individualised, scalable asset management framework that is unrivalled in today’s market place.Our client is looking for passionate .NET Developer with experience in .NET, .NET Core/ASP.NET MVC, C# and SQL Server. Our client will provide training in: .NET more »

transforms your career—and the lives of people across the world. Visit us at UST.com. You Are: A driven and entrepreneurial Sales Executive – Asset Management - Digital Transformation who has a passion for creating opportunities, driving revenue and transforming business. This role is responsible for driving new business sales activities … for prospective customers in the UK region focusing on the asset and wealth management sector. The Opportunity : The Sales Executive is responsible for prospecting, contacting and qualifying leads, creating dialogue and educating prospects about UST's capabilities. Candidate should exhibit strong sales aptitude of building relationships with prospective … IT Services/Consulting. Good knowledge of IT services (cloud, AI, machine learning, data services, consulting services) Experience of selling into the asset and wealth management space A track record of building strong C level relationships and subsequently winning strategic deals Outstanding oral and written communications skills with more »

Paraplanner Requirements - You will be working towards DipPFS qualification or are already qualified and looking to develop your knowledge further Previous experience within a Wealth Management firm or IFA practice is desirable You have an understanding of regulations and products, and their practical application You are IT proficient … English language and grammar skills and are able to communicate effectively. St. Jamess Place plc (SJP) is a leading, a highly regarded FTSE 250 Wealth Management company which manages a range of Investment and Retirement products and financial solutions. SJP has funds under management in excess of more »

Compliance Coverage Professional – Information and Data Management Analyst Glasgow 3252976 Morgan Stanley's Information, and Records Management Compliance Group (the Group) is part of the Firm's Privacy, Technology and Data Compliance team, which provides Compliance coverage and guidance to the Firm's Business Units and Infrastructure Divisions … across all regions and jurisdictions. The Group provides Compliance coverage of information and data-related risk management, recordkeeping, testing and training initiatives, including the Firm's governance of Artificial Intelligence and Machine Learning (AIML) and Cloud implementation. About Morgan Stanley Morgan Stanley is a leading global financial services firm … providing a wide range of investment banking, securities, investment management and wealth management services. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. We more »

DescriptionCustomer Lifecycle Management - Strategy and Portfolio Optimisation DirectorLondon or NorthamptonAbout Customer Lifecycle Management TeamOur Customer Lifecycle Management team will be focussing on managing and predicting customer needs through the different vintages, pathways and points in time, both in their customer life with Barclays, as well as their … of customer and identification/prioritisation of value-added opportunities through:· Customer lifecycle definitions· Sub segment and mapping of opportunities based on potential· Transition management · Customer life stage mgt (identification of triggers)· Customer vintage management· Customer centric profitability and future value prediction• Defining A/B Tests and … and through lifetime value • Build strong and productive relationships across functions to influence critical partners across BUK including BUK Customer, Product, Channels, Business Banking, Wealth Management, and COO teams.• Customer-centric decision making with ability to influence teams to drive and execute against the right opportunities and optimise more »

Designing and building a micro-service based Pre-Trade platform for global Equity Derivatives business. o Migrating Excel-based pricing/param/risk management tools onto service-based Web apps on Azure cloud - The candidate will be expected to closely liaise with trading, sales, structuring and the tech … listed, OTC and exotics. - The candidate will be able to rapidly learn in-depth knowledge and gain experience of Equity Derivatives trading/risk management from both technology and business perspective. Your team • You’ll be working within the ACQA Quant Platform team working with the wider QAD team … scripting language (Python, Javascript/ReactJS + TypeScript). *LI-GB About us UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global more »

Role: Analyst OR Associate - Investor Relations Management (Private Equity) Location: Birmingham City (UK) About Capital Dynamics: Capital Dynamics is an independent global asset management firm focusing on private assets, including clean energy, private equity (primaries, secondaries and co-investments) and private credit. Established in 1988, the Firm has … extensive knowledge and experience developing solutions tailored to meet the exacting needs of a diverse and global client base of institutional and private wealth investors. Capital Dynamics oversees more than USD 14 billion in assets under management and advisement and employs approximately 150 professionals globally across 12 offices … works cross functionally across the entire organization. Role Purpose: Capital Dynamics is seeking an Analyst OR Associate to join our investors investor client relationship management team to support, co-ordinate and assist the Client Relations Team Manager with the day-to-day management of existing investors across all more »

risks and controls through data-driven analysis, enabling transparent risk-based decision making. Your expertise •proven experience in cyber and information security risk governance, management and/or control •strong technical expertise in areas such as Data Protection, Identity and Access Management, Cyber Defense, Network Security and/… . Ability to judge effectiveness of security control implementation against threats and risk scenarios •good understanding of cyber and information security risk or threat management frameworks, for example NIST CSF, CRI Profile, COBIT and MITRE ATT&CK •experienced in engaging with senior stakeholders •excellent communication and interpersonal skills in … to organize, manage and complete projects and deliverables within tight deadlines About us UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global more »

Financial Services – Permanent – Up to 75,000 Base + Bonus + BenefitsOur client, a well-established and growing independent Private Bank offering Banking, Wealth Management and Investment Management services based in London are looking to hire a permanent M365 Administrator to join their Infrastructure team.You will be more »

Life/Health, Some Flex WorkingC# Software Engineer – MultithreadingQuant Capital is urgently looking for a C# Developer to work for our high profile investment management vendor.Our client is a well known global wealth management HFT software business. They provide valuations and pricing of derivatives to most of … main pricing analytical library in C#. Quants Developers Must Have: Min 3 years experience of C# Development MS SQL relational database development, optimization and management Strong server-side C# development Multi-threading, code optimization, LINQ, in-memory caches Experience in server-side development (preferably Financial Technology) Web service configuration … and management ASP.NET MVC web service development in C# – optionalMy client is based in London Developer, Multhreading, Quant, Pricing Derivatives, Consultancy C++ Quant Analyst Investment Bank, Hedge Fund Modelling more »

in the City of London. The Risk Business Partner will be instrumental to assuring the effective implementation, development, and maintenance of the businesses Risk Management Framework. Working closely with senior leaders and business owners as a 2nd line oversight, you will impart advice, support, resource, and knowledge about important … and cross-cutting risks. Responsibilities: Act as a dedicated 2nd line of defence Risk Business Partner to support 1st line management in implementing and embedding the Group’s risk management framework. Monitor and report upon each business area’s ability to operate within appetite, ensuring that potential issues … are identified, escalated, and managed quickly and appropriately. Act as a focal point and escalation route for business colleagues; driving risk management culture and behaviours through regular interactions with people across the organisation. Understand the business risk profile and key processes for diverse business area(s) and complete targeted more »

progressive, collegiate and is best described as high performance but low ego. This position is with highly entrepreneurial firm who have disrupted the Private Wealth Asset manager space by utilising technology and data in innovative ways. In the last couple of years this firm have grown their client and … look after a significant number of clients immediately. They are looking to hire an experienced investment advisor with an interest in re-inventing the wealth management industry and the attributes to be successful in a dynamic, collegiate and ego-free culture. They are looking for someone who can … Ultra High Net Worth Clients Advise on all aspects of the Client’s Financial Life Plan and implications for wrappers and interaction with investment management Contribute to firm’s approach to lifestyle financial planning Be part of broader firm building initiatives Whilst our client is prioritising the person over more »

supported in their career. Their UK presence comprises over 50 business professionals delivering audit, tax compliance and advisory, book-keeping, accounting, payroll, company secretarial, wealth management and other administrative services to their clients. They leverage technology in everything they do. They offer a client-focused director-led service … then you are in the right place. You will be fully experienced in all aspects of accounting and tax work, including the preparation of management accounts for large clients, managing end to end accounting and tax filings for limited companies across sectors. You will already be managing your own … can articulate services delivered clearly Experience in managing a team of seniors, semi-seniors and juniors to deliver to the client portfolio under your management Be a role model and fully motivate your team to drive the team forwards Experience in Xero and/or Quickbooks, IRIS and/ more »

liaise with TPA on all corporate action matters Good knowledge and understanding of corporate actions (UK and International) and how they impact at a Wealth Management portfolio level Understanding of Book costs in relation to Corporate Actions Central point of contact for all Front Office client queries relating more »

these risks. Your role will also involve preparing comprehensive reports for both internal and external clients. Furthermore, you will participate in Control and Risk Management initiatives to ensure business continuity. Ensure accurate and timely completion of daily fund and investment operational functions Identify, measure, manage, and monitor operational risks … Establish and maintain effective working relationships with both internal and external clients Prepare reporting for internal and external clients Participate in Control and Risk Management, Contingency and Information Security efforts What you bring: The ideal candidate for the Operations Project Manager role at Morgan Stanley brings a minimum of … sets this company apart: Morgan Stanley stands out as a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The firm's employees serve clients worldwide including corporations, governments, institutions and individuals from more than more »

new roles for .NET Developer to join an ambitious Fintech start-up. This is your chance to work with the sharpest minds in private wealth management and financial software development. Our client's latest product release has changed the way people view private wealth management and … allowed them to provide their clients with an individualised, scalable asset management framework that is unrivalled in today's market place. Our client is looking for passionate .NET Developer with experience in .NET, .NET Core/ASP.NET MVC, C# and SQL Server. Our client will provide training in: .NET more »

role would suit someone who has experience in service-related roles, and who is looking to develop their professional career in Financial Services and Wealth Management. This role is the first step to develop your career in a Bristol-based FTSE 250 Wealth Management company. You will … with other teams within the business and external companies Supporting the team's risk and control activities to ensure good client outcomes and risk management culture About you We invest in our teams - we don't require you to have a background in financial services. A successful candidate must more »

Account Manager/Relationship Manager Location: Hybrid (Bath, Edinburgh, or London) Join a dynamic FinTech revolutionizing wealth management! If youre an experienced Account Manager or Relationship Manager with a background in SaaS or FinTech, this is your chance to make an impact. What You'll Do: Manage relationships … superior customer service. Partner with clients to migrate business books and discover new growth opportunities. What We're Looking For: Strong experience in fintech, wealth management, financial planning, or financial advice. Passion for leveraging technology to improve investing experiences. Exceptional relationship-building skills and problem-solving abilities. Experience more »