51 to 75 of 110 Wealth Management Jobs in England

automation applications such as Alteryx and/or Power BI • experience with matrix reporting and working with teams in global locations • strong analytical, project management and interpersonal skills 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 reach and the breadth of our expertise set us apart from our competitors.. We have a presence in all major financial centers in more than 50 countries. Join us At UBS, we more »

Head of Business Intelligence/Team Lead - Wealth Management London The role of Head of Business Intelligence is to lead the development and implementation of reporting and analytics solutions within the IT department. Reporting to the CTO, the role involves setting the vision and strategy for business intelligence … managing a small team, and collaborating with stakeholders to prioritise and deliver solutions. Responsibilities include capability development, business intelligence solution delivery, performance and quality management, and maintaining technical expertise. The ideal candidate has extensive experience in Business Intelligence, data modeling, Azure platform, SQL databases, and DevOps practices. Desired skills … include stakeholder relationship management, familiarity with big data technologies and Azure cloud architecture, relevant certifications, and project management experience. The role may involve additional duties as required. Skills: * Azure Knowledge: Comprehensive understanding of the Azure platform, including knowledge about its architecture, services, and security measures. * Detailed working knowledge more »

Job DescriptionClient Reporting Specialistup to £50000LondonTHE COMPANYLeading London Based Investment Manager whose Investment Management services in Equity and Fixed Income Strategies make them industry leaders. The company have a long history and this will be a great opportunity for the right person.SKILLS AND EXPERIENCE REQUIREDMUST HAVE Minimum of … Years Client Reporting experienceMUST HAVE Wealth, Investment or Asset Management experienceIf you do not have the above skills you will not be considered for this role.THE ROLEThe overall purpose of this position is to be responsible for the provision and design of custom client reporting content as well … Office relationship managers for the setup and on- boarding of clients onto our accounting and reporting platform· Prepare client reports including, investment reports, consolidated wealth report and other financial analyses within strict deadlines· Deliver a superior online or PDF user experience through the provision of customized reporting content.QUALIFICATIONS AND more »

commodities derivatives. As part of Group Risk Control, the main objective of the team is the validation of the models used for valuation and management of the firm's trading positions from a market risk perspective. Your expertise You have: • around 2-4 years of experience in a similar … practical problems • willing to collaborate and share knowledge with your team 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 »

quant developers based in London. In order to support the next generation of regulation our analytics will need to operate within a strategic risk management solution presently in development. We will be intimately involved in the design of the new solution, focusing on the interface to the various asset … solving problems • someone who enjoys working in a team *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 »

Who we are? Raymond James is a wealth management firm focused on providing trusted advice and tailored, personalised investment services. We believe if we do what’s right for clients, we’ll help them achieve success while also realising our own. Our parent company, Raymond James Financial, has … to ensure document accuracy and compliance with organisational standards Responsibilities The primary responsibility is to conduct client file reviews for Financial Planning and Discretionary Management for both new and existing business according to agreed plan. Utilise information from Supervision and Compliance monitoring in relation to portfolio management, trading … and AML to assist in reviews Document review findings appropriately for feedback to Branch Principals and inclusion in audit reports. Create and maintain appropriate management information for distribution to management and committees. Create, maintain and update policies and procedures for reviewing and monitoring file reviews. Assist in providing more »

but they're not a deal breaker. However, the ability to write clear reports in business English is an absolute necessity, as are project management skills and personal organizational ability. We are hiring for mid-level testers - you'll be working with some very talented and experienced testers, and … there will be lots of opportunity to grow and develop your technical skillset. Your duties and responsibilities will include: • Work with stakeholders and management to develop red team scenarios consistent with real world cyber threats • work collaboratively with blue teams and other security monitoring functions • execute controlled red team … and submit detailed reports of findings, analysis, and recommendations • take part in operational briefings and presentations to technical teams, non-technical stakeholders, and senior management • provide technical expertise to the bank in general Your team You will be working as a member of the global Cyber Testing & Assurance team more »

minded customers around the world. With a global footprint, they serve more than 50 million customers worldwide with a complete range of banking and wealth management services, enabling customers to manage their finances and protect and build their financial futures. Purpose: To cope with our expansion, we are … awareness of the leading technologies in each domain Advanced hands-on experience with Amazon Web Services and its core architectural components/utilities Database management skills like scaling, performance management, capacity planning, etc., PostgreSQL If you've got the passion and dedication to help us go the distance more »

benefits Vallum is working with a London based FinTech that launched in 2021, the company provides critical data and business intelligence services for the wealth and asset management industry. Our client platform supports the buyers and sellers of funds by sharing business intelligence, enabling better outcomes across the … is an exciting opportunity for a Senior Salesforce Developer to join a high growth technology organisation. Making a marked difference to the Asset and Wealth Management industry, you will be leading the design and development of the platformSenior Salesforce Developer - What you will be doing:Be the driving more »

benefits Vallum is working with a London based FinTech that launched in 2021, the company provides critical data and business intelligence services for the wealth and asset management industry. Our client platform supports the buyers and sellers of funds by sharing business intelligence, enabling better outcomes across the … is an exciting opportunity for a Senior Salesforce Developer to join a high growth technology organisation. Making a marked difference to the Asset and Wealth Management industry, you will be leading the design and development of the platform Senior Salesforce Developer - What you will be doing: Be the more »

+ benefitsVallum is working with a London based FinTech that launched in 2021, the company provides critical data and business intelligence services for the wealth and asset management industry. Our client platform supports the buyers and sellers of funds by sharing business intelligence, enabling better outcomes across the … is an exciting opportunity for a Senior Salesforce Developer to join a high growth technology organisation. Making a marked difference to the Asset and Wealth Management industry, you will be leading the design and development of the platformSalesforce Architect - What you will be doing:Be the driving force more »

benefits Vallum is working with a London based FinTech that launched in 2021, the company provides critical data and business intelligence services for the wealth and asset management industry. Our client platform supports the buyers and sellers of funds by sharing business intelligence, enabling better outcomes across the … is an exciting opportunity for a Senior Salesforce Developer to join a high growth technology organisation. Making a marked difference to the Asset and Wealth Management industry, you will be leading the design and development of the platform Salesforce Architect - What you will be doing: Be the driving more »

Job DescriptionLondon or Hants - £100-120k basic + bonus Leading Wealth Manager is seeking a Tech Lead/Lead Developer with Python and Django/other web framework to be based 2 days per week in either their London or Hampshire/Hants offices. Great opportunity to get … 2+ years team leading at least 2-3 software engineersRole OverviewThe Lead Developer is a critical leadership role, for the web development of our Wealth Management client's in-house platform. As the Lead Developer you will have responsibility both for the leadership and management of your … of working in a fast-moving, dynamic (ideally start up or similar) environmentThe successful candidate will be responsible for the following:Day to day management and leadership of the developers in the team, reporting into the Chief Technology OfficerProvide mentoring and technical guidance to the team, including giving advice more »

London or Hants - £100-120k basic + bonus Leading Wealth Manager is seeking a Tech Lead/Lead Developer with Python and Django/other web framework to be based 2 days per week in either their London or Hampshire/Hants offices. Great opportunity to get into … team leading at least 2-3 software engineers Role Overview The Lead Developer is a critical leadership role, for the web development of our Wealth Management client's in-house platform. As the Lead Developer you will have responsibility both for the leadership and management of your … working in a fast-moving, dynamic (ideally start up or similar) environment The successful candidate will be responsible for the following: Day to day management and leadership of the developers in the team, reporting into the Chief Technology Officer Provide mentoring and technical guidance to the team, including giving more »

Location: London, UK Hybrid working model Description Department/Job Overview: An outstanding opportunity to join us in a diversified role within Client Lifecycle Management and Controls within UK Wealth Management (WM) in London. You will be partnering with the Relationship management and Compliance Teams to … degree or alternative education in a relevant field. Previous experience working for a Financial Institution. Private Banking experience is preferred. Demonstrable experience in Project Management within AML/Financial Crimes is preferred. Strong experience in Process improvement and Change Delivery within Financial Crime. Previous experience in KYC Periodic Reviews … corporate structures such as Trusts, Funds and SPVs, KYC/CDD requirements and anti-money laundering and financial crime regulations and standards. Source of wealth/funds/KYC assessment for high-net worth individuals is required. Knowledge of FATCA/AEI and Sanctions requirements is an asset. Experience more »

React Developer - £60k + Equity I am currently working with an exciting AI company who are automating the entire report generation process for the wealth management and asset management space with their main aim to create a more collaborative workspace powered by AI. They are now looking more »

detail, client-centric approach, and be a self-starter who can work well under pressure. They should also have excellent analytical, problem-solving, time management, and communication skills. Desirable skills include knowledge of investment funds and related products, retail platform experience, agile methodology, management and influencing skills, experience … equity compensation and brokerage, cross-organisational collaboration, financial planning, and working in a fast-paced, growth-oriented environment. The client is a global investment management firm that offers a wide range of financial products and services, including mutual funds, retirement plans, and wealth management services. Spearhead the … aspects of product development Thrive in a fast-paced, high-pressure environment while maintaining strong attention to detail Showcase excellent analytical, problem-solving, time management, and communication skills Preferably bring experience in areas such as investment funds, retail platforms, agile methodology, equity compensation, and cross-organizational collaboration Exhibit strong more »

Role: Analyst OR Associate - Investor Client Relations (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 in … Associate to join our investors Client Relations team to support, co-ordinate and assist the Client Relations Team Manager with the day-to-day management of existing investor client relationships as well as the investor activities for Capital Dynamics globally. The Analyst or Associate will work closely with investment more »

Albany Beck is an award-winning consultancy specialising in Technology, Risk and Compliance within Financial Services. We work with top tier Investment Bank, Asset Management firms, Hedge Funds and Fintechs. What differentiates us from other consultancies is our people and as a result; As an organisation, we are focused … and large Regulatory programmes. Job Summary We are seeking an experienced and dynamic Test Lead with a strong background in Avaloq to join a Wealth Management company based in London. The successful candidate will lead our testing efforts, ensuring the quality and reliability of our Avaloq banking software … solutions. This role involves overseeing the entire testing lifecycle, from planning and strategy to execution and delivery. Test Management: Develop and implement comprehensive test strategies and plans for Avaloq projects. Coordinate and lead all testing activities, including functional, integration, regression, and user acceptance testing (UAT). Quality Assurance: Ensure more »

across the firm and helps to strengthen the firm’s culture of compliance. Compliance accomplishes these through the firm’s enterprise-wide compliance risk management program. As an independent control function and part of the firm’s second line of defense, Compliance assesses the firm’s compliance, regulatory and … office, will provide data protection and privacy advisory support to a range of Goldman Sachs businesses within the EMEA region, including Marcus UK, Private Wealth Management, Global Markets Division and Goldman Sachs Asset Management. The candidate will also play a key role in collaborating with colleagues to further … right requests. Experience performing formal and informal risk assessments for new and existing digital products and services from a privacy regulatory perspective Strong relationship management skills with ability to deepen relationships and build partnerships across the business, including in Operations, Compliance, Engineering, Legal and Risk Comfortable taking the initiative more »

The Client An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients The Role The Paraplanner Team Leader will be an experienced Paraplanner who is keen to take on a Team Leader role managing a small team of Paraplanners, overseeing … team and will produce accurate calculations and cash-flow modelling to best support recommendations and is responsible for preparing reports and letters for the Wealth Planners, and ensuring the clients needs are fully supported for the best outcome. The Paraplanner Team Leader will draft reports and other forms of … The Paraplanner Team Leader will prepare documents as well as complete research for client presentations, including identifying any potential advice to raise with the Wealth Planner. The Paraplanner Team Leader will be the main point of contact for the team and will take action where appropriate when escalating any more »

Are you are experienced Business Architect with great experience working in Wealth & Financial Services strategy experience? If so then I have an exciting opportunity for you with a top Wealth Management firm based in London. The role itself is a permanent role that offers a salary of … 2x days a week. The right candidate must have strong experience as a Business Architect, as well as the content included below. Required Experience: Wealth and Financial Services strategy consultancy experience from reputable firms. FS practitioner or SME level domain knowledge in Wealth and Asset Management. experience working … in Wealth or Asset Management. Professional Experience/Qualifications Architecture qualifications at professional/expert level, for example, BizBok or TOGAF. more »

observations with clients, execute the plans discussed and effectively escalate to chief compliance officer• The role will require developing forensic tools (as necessary), stakeholder management, ability to multi-task and maintaining comprehensive documentation• Propose ways to create efficiencies for identifying risks in a thematic way• Work on time-sensitive … investigations and meet tight deadlines.Basic Qualifications/Skills:• Bachelor’s degree required: preferably in accounting, finance, law, business management or related field.• Strong understanding of the regulatory landscape in the US, UK, or APAC.• In-depth understanding of the financial services industry predominantly asset/wealth management … Demonstrate high-quality execution and attention to detail.• Inquisitive mindset focusing on identifying risks and inefficiencies.• Strong communication skills – written and verbal.• Excellent time management and ability to multi-task• Sense of intellectual curiosity, enthusiasm, integrity, and confidentiality• Strong analytical and organizational skills• Self-starter with the ability to more »

observations with clients, execute the plans discussed and effectively escalate to chief compliance officer • The role will require developing forensic tools (as necessary), stakeholder management, ability to multi-task and maintaining comprehensive documentation • Propose ways to create efficiencies for identifying risks in a thematic way • Work on time-sensitive … investigations and meet tight deadlines. Basic Qualifications/Skills: • Bachelor’s degree required: preferably in accounting, finance, law, business management or related field. • Strong understanding of the regulatory landscape in the US, UK, or APAC. • In-depth understanding of the financial services industry predominantly asset/wealth management … Demonstrate high-quality execution and attention to detail. • Inquisitive mindset focusing on identifying risks and inefficiencies. • Strong communication skills – written and verbal. • Excellent time management and ability to multi-task • Sense of intellectual curiosity, enthusiasm, integrity, and confidentiality • Strong analytical and organizational skills • Self-starter with the ability to more »

related field. Proven experience in data engineering, data analysis/processing, machine learning techniques, data warehouses, data pipelines, preferably in a Financial Services or Wealth Management environment. Systems/Internal Processes Familiarity with programming languages such as Python, R or Java and with data analysis libraries (e.g. Pandas more »