14 of 14 Wealth Management Jobs in the City of London

Developer) We have several fantastic 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 Azure SQL. Our client will provide training in: .NET 9, JavaScript, React, Angular 19, Microservices, Vue.js, TypeScript, Azure, AWS, Web API 2, Entity Framework More ❯

Our client, a major UK retail bank, provides every day banking services to over 17 million retail customers. The banks expertise and services span across Business Services, Corporate banking, Wealth Management, Group Functions, Retail and Investment Banking. On behalf of this organisation, AMS are looking for a MiFID II Business Analyst with experience in RTS-6 Remediations for More ❯

years, we are expanding our high-performing sales team. You will be responsible for spearheading new logo acquisition within the financial services sector, specifically targeting banks, investment banks, and wealth management firms . This isn't a role for the faint-hearted; it demands a proactive, 'hunter' mentality, requiring you to actively penetrate new accounts, uncover complex opportunities … and drive significant deals from inception to close. Key Responsibilities New Logo Acquisition: Identify, prospect, and secure new enterprise-level clients within the banking, investment banking, and wealth management sectors across the UK and potentially EMEA. End-to-End Sales Cycle Management: Own the entire sales process from lead generation, qualification, discovery, solution presentation, negotiation, and contract … presentations and product demonstrations. Strategic Account Planning: Develop and execute comprehensive account plans to identify key stakeholders, understand organisational structures, and build multi-threaded relationships within target accounts. Pipeline Management: Maintain a robust and accurate sales pipeline in the CRM (e.g., Salesforce), providing regular forecasts and updates to leadership. Collaboration: Work closely with pre-sales, product, marketing, and legal More ❯

Leading Big 4 consultancy in London is now looking for an accomplished Senior Manager to join their thriving Asset and Wealth Management team on a permanent basis. The ideal candidate will have previous consulting experience and have ideally worked with renowned Asset or Wealth Management firms. However, due to the urgency of the role they will … excellent benefits package. To be considered for this role you will need some of the following; Must have consulting/advisory experience within Financial Services. Experience working with Asset & wealth Management firms – very beneficial. Experience as a Project/Programme Management or Workstream Lead for complex transformation projects within financial services. Experience of target operating model design … and implementation as well as designing future state Operating models. Knowledge of the full Asset Management value chain (Front, Middle and Back Office). – beneficial Experience working on Middle Office Outsourcing programmes. – beneficial Experience of working with Private Markets platforms – ie, eFront, Mercatus, Yardi and MRI etc. – beneficial Possesses excellent communication and stakeholder management skills. If you are More ❯

of Operations and Project Salary range £27,000 per annum (prorated for 22.5 hours) Main Purpose The main purpose of this role is to provide data administration, analysis, information management and performance reporting to the PWM Management team. To ensure the business has all the essential data, information and reports to enable effective decision making, maximise business performance … and ensure compliance. Key Responsibilities Create and provide monthly reports in line with the Wealth Management’s core meetings (e.g. Academy, Management Meetings, Operations Management Meeting) to ensure the business receives accurate Key Business Information Ownership of the central reporting of the PWM Scorecard and any other data reports Weekly Key Performance Indicators (KPI’s) tracking … ongoing advice fees that are at risk are managed with Advisers Support the transfers of any requests regarding Salesforce records Run Salesforce reports as and when required to support Management Information Reporting Maintain Key PWM Reports to ensure accurate client allocations, segmentation and performance Run MyPractice reports as and when required Provide a comprehensive administrative service to key stakeholders More ❯

tools and enhance our modelling capabilities using Python, R, SQL, NLP, and machine learning. Collaborate across data, infrastructure, and engineering teams to build scalable solutions. Guide the development of management reporting, investment KPIs, and external disclosures. Mentor a team of analysts, championing a culture of collaboration and continuous improvement. ✅ What You’ll Bring Proven experience in data analytics or … quant roles within financial services, asset or wealth management. Strong grasp of data infrastructure, modelling, and financial datasets (e.g. Morningstar, Bloomberg, Datastream). Proficiency in Power BI, Alteryx, Snowflake , and advanced Excel. Coding in Python, R, and SQL is highly desirable. Understanding of ESG, performance, risk, and liquidity data. Excellent communication skills, with the ability to present complex findings More ❯

Job Title: Director Management Consultancy (Wealth and Private Banking) Client: Boutique Management consulting and Technology firm with 500 employees globally and a growing UK team. Package : Base and Bonus and other add-ons. Key Responsibilities Strategic Planning : Develop and implement a location strategy and long-term strategic plans to drive growth between 2026 and 2028 Client Leadership … Act as a strategic advisor to C-level executives in private banking and wealth management. Lead engagements across digital strategy, operating model transformation, and technology enablement. Business Development: Drive go-to-market initiatives, lead proposal development, and secure new business. Expand the companys presence in the UK wealth management sector. Delivery Oversight: Oversee the execution of complex … transformation programmes, ensuring delivery excellence across all client projects. Team Leadership & Management: Build, leadand mentor a high-performing consulting team. Foster a collaborative culture focused on innovation, continuous development, and high-impact outcomes. Thought Leadership: Champion innovation within the firm by developing new topics or leverage the knowledge available in the broader group. Represent the company at industry events More ❯

Business Analyst - Wealth Management - London (Key skills: Business Analyst, Digital Transformation, Business Process Change, Requirement Gathering, Analysis, Documentation, Stakeholder Management, Quality Assurance, UAT, Agile, Change Management, Financial Services, Wealth Management, Business Analyst) Our client is a highly respected wealth management firm renowned for delivering tailored investment solutions and financial planning services to … to be part of a forward-thinking organisation that blends tradition with innovation, offering a dynamic environment where your expertise will make a tangible impact on the future of wealth management. The ideal Business Analyst candidates will have previous experience within the financial services sector, ideally in wealth management. Strong expertise in digital transformation and business process change … projects is required. Excellent requirement gathering, process mapping and documentation skills are essential. Strong stakeholder management abilities, working with both technical and non-technical teams is required as is experience of working within Agile and change management environments. Knowledge of regulatory and compliance requirements in financial services is desirable. All Business Analyst positions come with the following benefits More ❯

integrity—values we expect every team member to uphold. Role Overview As part of Albany Beck’s growing Change & Transformation practice, you will be deployed onsite with a prestigious Wealth Management client to deliver a new Financial Planning (FP) system, Iress X-plan, as a core component of their Wealth Advice proposition. This role offers a unique … opportunity to influence strategic change within a regulated, client-facing environment. Key Responsibilities Lead delivery of the X-plan system into the Wealth Advice business operating model Manage stakeholders across Business Change and Front Office Oversee and coordinate Business Analysts and contribute to hands-on analysis where required Drive definition and management of the Target Operating Model (TOM … Financial Planning/Regulated Advice environments, ideally within large banks or independent financial advisers Strong understanding of Financial Planning lifecycle: product selection, implementation, fee structure, and reconciliation Demonstrated Project Management delivery in complex change environments Previous exposure to Operating Model design Hands-on or oversight experience in Business Analysis, especially relating to system implementation Proven ability to manage testing More ❯

including capital gains, corporate, inheritance, international, property, VAT, and even HMRC investigations. In addition, we offer astute business advice and expertise, with specialists in auditing, corporate finance, HR, and wealth management. Gerald Edelman supports the people behind businesses, striving to become their first port of call. Through building real relationships and taking the time to truly understand the goals … core IT support skills and Microsoft 365 fundamentals Progress to Azure Fundamentals (AZ-900) certification within first year Gradual involvement in cloud infrastructure projects Increasing responsibility for Azure resource management Mentoring from senior technical staff on cloud architecture Entry requirements: 3 GCSEs (or equivalent) at grades 4+ (A-C) in any subject GCSE Maths and English (or equivalents) at More ❯

Data Analyst Central London - Hybrid, 2 Days in Office £60,000 - £75,000 About the Company A fast-growing Wealth Management start-up, aiming to disrupt the market by offering conflict-free financial advice with a holistic approach. Managing £10bn+ in assets, the company is currently in its Series C funding round and expanding rapidly. Unlike traditional firms … will be the sole specialist in this area, working closely with Platform Engineering and Platform Support to enhance data processes. Responsibilities include: Supporting teams with SQL tasks and general management of RDS Monitoring data flow, retention policies, and overall database integrity Optimising performance by identifying opportunities to improve speed and efficiency Ensuring best practices in cloud-based data administration More ❯

An established boutique investment management firm are looking to hire a new Head of Operations. The company has a multi-asset investment approach and has grown through both organic expansion and strategic acquisitions. Recent developments include the launch of a financial planning division catering to high-net-worth clients and the acquisition of a mass-affluent financial planning business. … insight. KEY PURPOSE OF THE ROLE: To lead the Operations Team and oversee back-office functions across the firm, reporting directly to the Managing Partner. RESPONSIBILITIES: Operational Oversight & Team Management: Oversee all back-office operations and directly manage team members responsible for trading, reconciliations, reporting, and client data. Ensure the accuracy and timeliness of daily reconciliations, transaction and regulatory … reporting, tax and quarterly reporting. Develop and maintain control processes to mitigate operational and regulatory risk. Deliver process improvements across the operations function. IT & Infrastructure Management: Manage outsourced technology partners across investment and financial planning platforms. Lead system strategy, implementation, vendor management, and continuity planning. Administer and manage user access, upgrades, training, and maintenance for internal platforms. Strategic More ❯

Working for a FinTech with an existing design team, reporting to a Head of Product & Design. Its a wealth management platform that combines technology, data, and human expertise to deliver financial life planning. Their platform aggregates all your financial accounts into one view, offering transparent reporting and analysis. They also provide personalised advice aligned with life goals (e.g. More ❯

understanding of FS domains Deep understanding of SaaS product development Previous experience working in a fast-paced environment It would be a bonus if you had: Knowledge in the wealth management space If this sounds if interest, please apply today More ❯