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 WealthManagement 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 WealthManagement 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 WealthManagement firm, or consulting firmProven track record of designing, delivering and leading large projects and programmesSubject matter expertise in the Charles River Development more »
footprint with around 2,500 colleagues in 12 countries, and more than 160 clients in 35 countries. We are an industry-leading provider of wealthmanagement technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as ... 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 WealthManagement clients engage us to solve their most complex problems, and to help shape and deliver solutions in a rapidly changing marketplace. We … for their delivery of client workLead client engagements and develop strong long-term client relationships as a trusted business advisor in the Investment and WealthManagement sectorOwn and develop propositions, develop innovative thought leadership and support the growth of our businessLeverage your existing, and develop new, trusted relationships … junior team membersLearn from the best in the BusinessConnect to your skills and professional experienceEssentials:Extensive experience working within a top-tier Investment or WealthManagement firm, or consulting firmProven track record of designing, delivering and leading large projects and programmes, including complex business and technology transformations in more »
Cambridge, England, United Kingdom Hybrid / WFH Options
Noir
new roles for .NET Developer to join an ambitious Fintech start-up. This is your chance to work with the sharpest minds in private wealthmanagement and financial software development. Our client’s latest product release has changed the way people view private wealthmanagement 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 wealthmanagement 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 wealthmanagement space A track record of building strong C level relationships and subsequently winning strategic deals Outstanding oral and written communications skills with more »
City Of London, England, United Kingdom Hybrid / WFH Options
Rev & Regs
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 »
The Opportunity: Our Fintech client is looking for a Control & Monitoring Specialist with experience in Financial Planning/WealthManagement and Investment Platforms. Responsibilities: Support the onboarding process (including Due Diligence) and ongoing oversight (including Due Diligence/Attestation) of Partner firms, DFM’s and third-party product … appropriately allocated and closed out by agreed dates Ensuring processes and controls are being continuously improved by Dept Leads to ensure optimal efficiency, risk management and productivity with a complete review carried out at least annually Collaborate with key stakeholders (including second line) ensuring compliance of business operations Support … contracts Your Qualifications: Experience in compliance monitoring, internal audit or a similar oversight role with a solid knowledge of regulatory processes & requirements within the wealth/investment management sector. Detailed knowledge of UK regulatory requirements Great communication and listening skills. Ability to work unsupervised with minimal guidance. Handle 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 wealthmanagement 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 »
the phone guidance and a heightened level of discretion. Provides consultation to determine appropriate consumer lending, deposit and or investment products and services. Offers wealthmanagement solutions through a personalized goals based planning approach and engagement with banking partners. Provides expert recommendations to ensure activities create value for … customer transactions, and financial exposures. Completes required training by established deadlines. Qualifications: Bachelor's Degree and 4 years of experience in Financial Services relationship management, Retail Banking, Private Banking, or WealthManagement; or 1+ years in a PRB1 role at First Citizens OR High School Diploma or … GED and 8 years of experience in Financial Services relationship management, Retail Banking, Private Banking, or WealthManagement; or 1+ years in a PRB1 role at First Citizens Preferred Area of Experience: 2+ years in a licensed role License or Certification Type: Series 6, 63, and state more »
the phone guidance and a heightened level of discretion. Provides consultation to determine appropriate consumer lending, deposit and or investment products and services. Offers wealthmanagement solutions through a personalized goals based planning approach and engagement with banking partners. Provides expert recommendations to ensure activities create value for … customer transactions, and financial exposures. Completes required training by established deadlines. Qualifications: Bachelor's Degree and 4 years of experience in Financial Services relationship management, Retail Banking, Private Banking, or WealthManagement; or 1+ years in a PRB1 role at First Citizens OR High School Diploma or … GED and 8 years of experience in Financial Services relationship management, Retail Banking, Private Banking, or WealthManagement; or 1+ years in a PRB1 role at First Citizens Preferred Area of Experience: 2+ years in a licensed role License or Certification Type: Series 6, 63, and state more »
the phone guidance and a heightened level of discretion. Provides consultation to determine appropriate consumer lending, deposit and or investment products and services. Offers wealthmanagement solutions through a personalized goals based planning approach and engagement with banking partners. Provides expert recommendations to ensure activities create value for … customer transactions, and financial exposures. Completes required training by established deadlines. Qualifications: Bachelor's Degree and 4 years of experience in Financial Services relationship management, Retail Banking, Private Banking, or WealthManagement; or 1+ years in a PRB1 role at First Citizens OR High School Diploma or … GED and 8 years of experience in Financial Services relationship management, Retail Banking, Private Banking, or WealthManagement; or 1+ years in a PRB1 role at First Citizens Preferred Area of Experience: 2+ years in a licensed role License or Certification Type: Series 6, 63, and state more »
the phone guidance and a heightened level of discretion. Provides consultation to determine appropriate consumer lending, deposit and or investment products and services. Offers wealthmanagement solutions through a personalized goals based planning approach and engagement with banking partners. Provides expert recommendations to ensure activities create value for … customer transactions, and financial exposures. Completes required training by established deadlines. Qualifications: Bachelor's Degree and 4 years of experience in Financial Services relationship management, Retail Banking, Private Banking, or WealthManagement; or 1+ years in a PRB1 role at First Citizens OR High School Diploma or … GED and 8 years of experience in Financial Services relationship management, Retail Banking, Private Banking, or WealthManagement; or 1+ years in a PRB1 role at First Citizens Preferred Area of Experience: 2+ years in a licensed role License or Certification Type: Series 6, 63, and state more »
the phone guidance and a heightened level of discretion. Provides consultation to determine appropriate consumer lending, deposit and or investment products and services. Offers wealthmanagement solutions through a personalized goals based planning approach and engagement with banking partners. Provides expert recommendations to ensure activities create value for … customer transactions, and financial exposures. Completes required training by established deadlines. Qualifications: Bachelor's Degree and 4 years of experience in Financial Services relationship management, Retail Banking, Private Banking, or WealthManagement; or 1+ years in a PRB1 role at First Citizens OR High School Diploma or … GED and 8 years of experience in Financial Services relationship management, Retail Banking, Private Banking, or WealthManagement; or 1+ years in a PRB1 role at First Citizens Preferred Area of Experience: 2+ years in a licensed role License or Certification Type: Series 6, 63, and state more »
the phone guidance and a heightened level of discretion. Provides consultation to determine appropriate consumer lending, deposit and or investment products and services. Offers wealthmanagement solutions through a personalized goals based planning approach and engagement with banking partners. Provides expert recommendations to ensure activities create value for … customer transactions, and financial exposures. Completes required training by established deadlines. Qualifications: Bachelor's Degree and 4 years of experience in Financial Services relationship management, Retail Banking, Private Banking, or WealthManagement; or 1+ years in a PRB1 role at First Citizens OR High School Diploma or … GED and 8 years of experience in Financial Services relationship management, Retail Banking, Private Banking, or WealthManagement; or 1+ years in a PRB1 role at First Citizens Preferred Area of Experience: 2+ years in a licensed role License or Certification Type: Series 6, 63, and state more »
the phone guidance and a heightened level of discretion. Provides consultation to determine appropriate consumer lending, deposit and or investment products and services. Offers wealthmanagement solutions through a personalized goals based planning approach and engagement with banking partners. Provides expert recommendations to ensure activities create value for … customer transactions, and financial exposures. Completes required training by established deadlines. Qualifications: Bachelor's Degree and 4 years of experience in Financial Services relationship management, Retail Banking, Private Banking, or WealthManagement; or 1+ years in a PRB1 role at First Citizens OR High School Diploma or … GED and 8 years of experience in Financial Services relationship management, Retail Banking, Private Banking, or WealthManagement; or 1+ years in a PRB1 role at First Citizens Preferred Area of Experience: 2+ years in a licensed role License or Certification Type: Series 6, 63, and state more »
the phone guidance and a heightened level of discretion. Provides consultation to determine appropriate consumer lending, deposit and or investment products and services. Offers wealthmanagement solutions through a personalized goals based planning approach and engagement with banking partners. Provides expert recommendations to ensure activities create value for … customer transactions, and financial exposures. Completes required training by established deadlines. Qualifications: Bachelor's Degree and 4 years of experience in Financial Services relationship management, Retail Banking, Private Banking, or WealthManagement; or 1+ years in a PRB1 role at First Citizens OR High School Diploma or … GED and 8 years of experience in Financial Services relationship management, Retail Banking, Private Banking, or WealthManagement; or 1+ years in a PRB1 role at First Citizens Preferred Area of Experience: 2+ years in a licensed role License or Certification Type: Series 6, 63, and state more »
the phone guidance and a heightened level of discretion. Provides consultation to determine appropriate consumer lending, deposit and or investment products and services. Offers wealthmanagement solutions through a personalized goals based planning approach and engagement with banking partners. Provides expert recommendations to ensure activities create value for … customer transactions, and financial exposures. Completes required training by established deadlines. Qualifications: Bachelor's Degree and 4 years of experience in Financial Services relationship management, Retail Banking, Private Banking, or WealthManagement; or 1+ years in a PRB1 role at First Citizens OR High School Diploma or … GED and 8 years of experience in Financial Services relationship management, Retail Banking, Private Banking, or WealthManagement; or 1+ years in a PRB1 role at First Citizens Preferred Area of Experience: 2+ years in a licensed role License or Certification Type: Series 6, 63, and state more »
the phone guidance and a heightened level of discretion. Provides consultation to determine appropriate consumer lending, deposit and or investment products and services. Offers wealthmanagement solutions through a personalized goals based planning approach and engagement with banking partners. Provides expert recommendations to ensure activities create value for … customer transactions, and financial exposures. Completes required training by established deadlines. Qualifications: Bachelor's Degree and 4 years of experience in Financial Services relationship management, Retail Banking, Private Banking, or WealthManagement; or 1+ years in a PRB1 role at First Citizens OR High School Diploma or … GED and 8 years of experience in Financial Services relationship management, Retail Banking, Private Banking, or WealthManagement; or 1+ years in a PRB1 role at First Citizens Preferred Area of Experience: 2+ years in a licensed role License or Certification Type: Series 6, 63, and state more »
the phone guidance and a heightened level of discretion. Provides consultation to determine appropriate consumer lending, deposit and or investment products and services. Offers wealthmanagement solutions through a personalized goals based planning approach and engagement with banking partners. Provides expert recommendations to ensure activities create value for … customer transactions, and financial exposures. Completes required training by established deadlines. Qualifications: Bachelor's Degree and 4 years of experience in Financial Services relationship management, Retail Banking, Private Banking, or WealthManagement; or 1+ years in a PRB1 role at First Citizens OR High School Diploma or … GED and 8 years of experience in Financial Services relationship management, Retail Banking, Private Banking, or WealthManagement; or 1+ years in a PRB1 role at First Citizens Preferred Area of Experience: 2+ years in a licensed role License or Certification Type: Series 6, 63, and state more »
the phone guidance and a heightened level of discretion. Provides consultation to determine appropriate consumer lending, deposit and or investment products and services. Offers wealthmanagement solutions through a personalized goals based planning approach and engagement with banking partners. Provides expert recommendations to ensure activities create value for … customer transactions, and financial exposures. Completes required training by established deadlines. Qualifications: Bachelor's Degree and 4 years of experience in Financial Services relationship management, Retail Banking, Private Banking, or WealthManagement; or 1+ years in a PRB1 role at First Citizens OR High School Diploma or … GED and 8 years of experience in Financial Services relationship management, Retail Banking, Private Banking, or WealthManagement; or 1+ years in a PRB1 role at First Citizens Preferred Area of Experience: 2+ years in a licensed role License or Certification Type: Series 6, 63, and state more »
Overview: This position identifies and solicits new fiduciary business for Wealth Management. Develops new fiduciary business through direct prospecting efforts, client referrals, and other marketing techniques. Provides expert planning and advice to prospects and their representatives. Cultivates strategic partnerships within centers of influence to generate sales opportunities and leverage … the Bank's offered fiduciary products and services in order to appropriately address client needs. May possess additional knowledge of estate and tax planning, wealth transfer, asset management needs, and related areas. Qualifications: Bachelor's Degree and 8 years of experience in Fiduciary administration sales OR High School more »
Overview: This position identifies and solicits new fiduciary business for Wealth Management. Develops new fiduciary business through direct prospecting efforts, client referrals, and other marketing techniques. Provides expert planning and advice to prospects and their representatives. Cultivates strategic partnerships within centers of influence to generate sales opportunities and leverage … the Bank's offered fiduciary products and services in order to appropriately address client needs. May possess additional knowledge of estate and tax planning, wealth transfer, asset management needs, and related areas. Qualifications: Bachelor's Degree and 8 years of experience in Fiduciary administration sales OR High School more »
Overview: This position identifies and solicits new fiduciary business for Wealth Management. Develops new fiduciary business through direct prospecting efforts, client referrals, and other marketing techniques. Provides expert planning and advice to prospects and their representatives. Cultivates strategic partnerships within centers of influence to generate sales opportunities and leverage … the Bank's offered fiduciary products and services in order to appropriately address client needs. May possess additional knowledge of estate and tax planning, wealth transfer, asset management needs, and related areas. Qualifications: Bachelor's Degree and 8 years of experience in Fiduciary administration sales OR High School more »
Overview: This position identifies and solicits new fiduciary business for Wealth Management. Develops new fiduciary business through direct prospecting efforts, client referrals, and other marketing techniques. Provides expert planning and advice to prospects and their representatives. Cultivates strategic partnerships within centers of influence to generate sales opportunities and leverage … the Bank's offered fiduciary products and services in order to appropriately address client needs. May possess additional knowledge of estate and tax planning, wealth transfer, asset management needs, and related areas. Qualifications: Bachelor's Degree and 8 years of experience in Fiduciary administration sales OR High School more »
Overview: This position identifies and solicits new fiduciary business for Wealth Management. Develops new fiduciary business through direct prospecting efforts, client referrals, and other marketing techniques. Provides expert planning and advice to prospects and their representatives. Cultivates strategic partnerships within centers of influence to generate sales opportunities and leverage … the Bank's offered fiduciary products and services in order to appropriately address client needs. May possess additional knowledge of estate and tax planning, wealth transfer, asset management needs, and related areas. Qualifications: Bachelor's Degree and 8 years of experience in Fiduciary administration sales OR High School more »
