1 to 25 of 303 Wealth Management Jobs

Line of Service Industry/Sector Specialism Management Level Senior Manager Job Description & Summary We are building one of the most exciting capabilities in the Consulting Industry. Our Asset & Wealth Management Enterprise Transformation practice combines market-leading approaches in operating model design, change management, program and … project management, and transformation implementation to solve some of the industry’s most complex and challenging issues. Our goal is to deliver human-led, tech-powered success for our clients, and we believe in the power of enterprise-level transformation to unlock significant opportunities for them and the industry. … outcomes for the people and places they serve. Our diverse client base includes top-tier multinational organisations such as Traditional & Alternative Fund Managers, Sovereign Wealth Funds, Fund Service Providers, Prime Brokers, and Custodians. They are predominantly large multinational firms who are leaders in their respective markets Passion drives us 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 »

Line of Service Assurance Industry/Sector Not Applicable Specialism Operations Management Level Senior Associate Job Description & Summary Closing Date: 4pm 15 December Qualification: A qualification is required for this role. If you’re on an exam pathway, you’ll be required to have sat and passed all of … helping clients to understand where they have potential gaps and exposures. We work with multiple industries including Banking and Capital Markets; Insurance and Asset Wealth Management, Pharmaceuticals, Manufacturing, Retail, Health Services, Oil and Gas, and many more. Responsibilities Perform client Audits, including the documenting of risk assessments, identification … these to controls testing criteria. Identify, document and communicate control gaps/deficiencies to internal and external stakeholders on a timely basis. Demonstrate client management skills throughout the Audit lifecycle. Identify process efficiencies/enhancements to keep Audit programs in line with industry best practices. Coaching auditors on engagements more »

Handelsbanken Wealth & Asset Management is a wholly-owned subsidiary of the Handelsbanken Group and is responsible for all wealth and investment management activities of the Group in the UK. Founded in Sweden, Handelsbanken is one of the world’s strongest banks and offers local relationship banking … advice and investment management to personal and corporate customers through its fast-growing network across the UK. For over 30 years we have been relied on by our customers, including business leaders and sophisticated financial professionals, to advise them and to manage their wealth. We focus on one objective … a significant multinational group. Handelsbanken Group are deeply committed to embedding good equality and diversity practice into all of our activities so that Handelsbanken Wealth & Asset Management is an inclusive, welcoming and inspiring place to work, regardless of age, disability, pregnancy and/or parental status, ethnicity, religion 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 »

to-day functions of the office liaising with other NFP companies Person specification Knowledge, skills and abilities: Previous experience working within the Private Client Wealth Management industry Strong working knowledge of private client back office software Good IT skills including Microsoft Office suite Experience of cashflow modelling software … written communication skills Ability to work to a high level of accuracy and prioritise effectively Education/and or Experience Previous experience in a wealth role Previous exposure within a tech enabled back office Key information: Hours: Monday – Friday, 35 Hours Location: Bromsgrove/Birmingham Hybrid If this sounds more »

1986. Our strategy focuses on continuing to build out our investment banking effort, enhancing our capital markets businesses and further developing our Leucadia Asset Management alternative asset management platform. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income … asset and wealth management in the Americas, Europe and the Middle East and Asia. Department Overview: The Operations Transaction Reporting Team is responsible for overseeing the daily Transaction Reporting processes, which include transaction reporting to the FCA (Mifid II), SFTR, EMIR and HKMA. The team works closely with … as appropriate. Build and maintain good relationships with the Front Office, Legal, Compliance, Regulatory Affairs and Operations stakeholders across the firm. Monitoring of regular Management Information to identify trends. Identify and deliver control and efficiency improvements. Qualifications/Experience: Minimum 5 years Transaction Reporting experience within Operations. An understanding more »

digital intelligence with a human touch to enable smarter, more flexible and more secure advice delivery. We are a passionate collective across financial services, wealth management, enterprise software development, UX design and client delivery, that show up every day to help financial institutions to transform how advice is 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 »

the future of an integrated platform that services financial services clients. Working with cloud-based, state-of-the-art technology, and a microservices-based wealth management product, the Technical Consultant/Analyst Programmer focuses on integrating software into clients operating environments, while showing clients how to use products … be driven and interested to gain some serious financial experience. The future of this role moves either down the architecture route or the development management path. My client offers one of the best training and development packages in the market, all inclusive. My client is based in London currently more »

Position: Senior Technical Architect - Java/API layer Client: Global FinTech - Wealth Management Salary: £120k base Location: Central London Hybrid: 2 days in the office Timing could not be better to join this FinTech. They are a tech market leader in the Wealth/Pensions industry and more »

Line of Service Assurance Industry/Sector Not Applicable Specialism Operations Management Level Senior Associate Job Description & Summary Closing Date: 4pm 15 December Qualification: A qualification is required for this role. If you’re on an exam pathway, you’ll be required to have sat and passed all of … helping clients to understand where they have potential gaps and exposures. We work with multiple industries including Banking and Capital Markets; Insurance and Asset Wealth Management, Pharmaceuticals, Manufacturing, Retail, Health Services, Oil and Gas, and many more Responsibilities Using your team and relationship management skills to ensure … parties) and internal (other audit team members) to broaden your networks; Navigate the complexities of diverse teams and multiple engagements whilst building your project management skillset in balancing numerous demands and priorities across your portfolio at any one time; Use straightforward communication in a structured way when influencing others more »

Client Reporting Specialist up to £50000 London THE COMPANY Leading 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 REQUIRED … MUST HAVE Minimum of 4 Years Client Reporting experience MUST HAVE Wealth, Investment or Asset Management experience If you do not have the above skills you will not be considered for this role. THE ROLE The overall purpose of this position is to be responsible for the provision … 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 more »

The incumbent will be responsible for supporting IT matters with the internal users and work with vendors to support cases related to the BOS Wealth Management Europe, UK branch. He/She is required to drive action plans in improving system performance and provide problem and configurations management. … equipment racks, manage asset for all hardware/software with proper documentation Work closely with vendors to understand and apply hotfixes with proper test management cycle Ensure compliance to internal policies and processes and regulatory requirements Participate into and coordinate with various business unites for IT projects and enhancements … years of relevant working experience in banking or financial industry Good knowledge on UK regulatory/legal requirements. Knowledge about MAS technology risk management guidelines is preferrable. Good technical skiils about Windows OS and cloud hosted systems. Sound knowledge in technology risk assessments Good communication and inter-personal skills more »

Line of Service Assurance Industry/Sector Not Applicable Specialism Assurance Management Level Senior Associate Job Description & Summary Closing Date: 4pm 15 December Qualification: No ACA qualification is required for this role. Location: London EP, Manchester About the team & role Digital Audit is a specialist team within our Audit … PwC UK audit practice, you’ll get to work closely with audit clients across a broad range of industries (e.g. banking, insurance, asset and wealth management, oil and gas, manufacturing and telecoms). Training and development Through our tailored training programme you’ll develop the foundations to become … tight deadlines; Ability to coach and support team members; Concise and clear communication when presenting and explaining results and findings. Client relationship-building and management skills Experience in working in complex environments Experience in coaching junior colleagues and an interest in developing others 2:1 university degree in any more »

Private Client Discretionary Investment Team London & South East Basic to £110,000 plus bonus and benefits Client A rapidly expanding Wealth Management firm are looking to grow their presence in London by securing the service of an existing team of CISI level 6 qualified investment managers/directors … to those looking for a long-term career opportunity to grow and develop to be a part of the future of this expanding national wealth management firm. You You must all be level 6 qualified via the CISI as an absolute minimum, have a book of private client more »

Line of Service Assurance Industry/Sector Not Applicable Specialism Assurance Management Level Senior Associate Job Description & Summary Closing Date: 4pm 15 December Qualification: No ACA qualification is required for this role Location: London, Manchester About the team & role We combine passion and humanity with the latest technology. As … PwC UK audit practice, you’ll get to work closely with audit clients across a broad range of industries (e.g. banking, insurance, asset and wealth management, oil and gas, manufacturing and telecoms). Essential skills and experience To be considered you must be able to demonstrate experience working … tight deadlines; Ability to coach and support team members; Concise and clear communication when presenting and explaining results and findings. Client relationship-building and management skills Experience in working in complex environments Experience in coaching junior colleagues and an interest in developing others 2:1 university degree in any more »

Portfolio Analyst Salary: £28,000 – £40,000 plus benefits Company Overview: A well-known national wealth management firm is looking for an investment operation assistant to take responsibility for a range of tasks related to portfolio management and operations. Job Description: • Collating and analysing quarterly AUM figures. … to date, including tracking performance metrics and maintaining data integrity. Qualifications & Experience: • CISI/CFA level 4 qualified. • Previous experience in investment operations, portfolio management, or related roles essential. • Analytical and quantitative skills, with proficiency in financial modeling techniques. • Excellent attention to detail and organisational skills. • Proficiency in Microsoft more »

financial planning and investment management. The Role This is a great opportunity for a Private Banking Assistant/Client Support in Private Banking or Wealth Management. The successful candidate will support and assist the Client Relationship Manager with banking, investment management and client related administration. The Private Banking … prepare a consolidated position as required. The Candidate + 2 years’ minimum experience in a similar client supporting role in a Private Banking or Wealth Management environment. Takes ownership for tasks and challenges and seek continuous improvement Reliable, thorough, and consistent high-quality work. Self-disciplined Clear, engaging more »

Line of Service Assurance Industry/Sector Asset and Wealth Management Specialism Assurance Management Level Senior Manager Job Description & Summary PwC's Asset and Wealth Management (AWM) practice is the market leading AWM audit business. Our business is a national practice comprising over 600 staff … Capitalist backed companies. You'll work across a wide variety of industry sectors including, Real Estate, Hedge Funds, Pensions, Private Equity, traditional Asset and Wealth management, as well as technology and asset servicing businesses. This breadth of client base gives our people an unmatchable opportunity to gain deep … of the audit business. The responsibilities include but are not limited to: Leading large multi-location, often international, teams using your people and relationship management skills to deliver high quality audit work from project planning to completion; Developing trusted senior client relationships and demonstrating curiosity that allows you to more »

The Client An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients The Role The Transaction Reporting Associate role will sit within the Client Services team within the Investment Management firm, supporting the daily Transaction Reporting processes as well … the Transaction Reporting reconciliation in relation to Asset Servicing. The Transaction Reporting Associate will be responsible for setting up new assets within the Investment Management firm as well as updating and reviewing them when required to do so. The Transaction Reporting Associate will review and maintain all Transaction Reporting … procedures and processes as well as any ad hoc projects that me be required of them. The Candidate Transaction Reporting experience within and Asset Management or Wealth Management company - essential! Experience working with Static Data. Client service focus. Good understanding of the importance of the regulatory framework more »

Looking for a new Frontend Engineering position? This wealth management company are looking for a Frontend Developer to join their development team in Clifton, Bristol . This business looking to double the development team this year, cracking time to join and accelerate yourself from Midlevel engineer to Senior more »

Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. … non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealth management services and qualified intermediary services for tax-deferred exchanges. Wintrust was founded with the idea to be the alternative to the big … local community by participating in networking events and initiating outbound calling efforts to drive branch sales Oversee branch operations, including training, scheduling and facility management Conduct meetings to keep team members informed and motivated Conduct coaching sessions and address employee performance issues as needed Perform duties of Branch Manager more »

Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. … non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealth management services and qualified intermediary services for tax-deferred exchanges. Wintrust was founded with the idea to be the alternative to the big … local community by participating in networking events and initiating outbound calling efforts to drive branch sales Oversee branch operations, including training, scheduling and facility management Conduct meetings to keep team members informed and motivated Conduct coaching sessions and address employee performance issues as needed Perform duties of Branch Manager more »

Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. … non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealth management services and qualified intermediary services for tax-deferred exchanges. Wintrust was founded with the idea to be the alternative to the big … local community by participating in networking events and initiating outbound calling efforts to drive branch sales Oversee branch operations, including training, scheduling and facility management Conduct meetings to keep team members informed and motivated Conduct coaching sessions and address employee performance issues as needed Perform duties of Branch Manager more »