1 to 25 of 33 Wealth Management Jobs in Edinburgh

Senior Business Analyst Edinburgh (GB) • London (GB) LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. When we set up LGT Wealth Management in 2008, our aim was to offer a fresh approach to wealth … entrepreneurship are our core values. As our brand recognition grows, we are fast becoming an employer of choice in our sector. We have over £29 billion in funds under management and circa 700 staff. Business Unit The Change Team are responsible for all Change across the Business to ensure that we deliver against the long-term business strategy and … products and services to ensure we are positioned to meet the future expectations of our clients and support the growth of the business. The team are responsible for Change Management, Project Delivery and Project Governance. Brief Role Objective We are looking for an experienced, hands-on Business Analyst to join us as we build out our capability in the More ❯

Senior Business Analyst Edinburgh (GB) • London (GB) LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. Our aim is to offer a fresh approach to wealth management. Our head office is based in London however we have … long-term value for all stakeholders. Our culture encourages individuals to generate, develop and implement ideas which will strengthen our business. We have over £29 billion in funds under management and circa 700 staff. Business Unit The Change Team is responsible for all Change across the Business to ensure that we deliver against the long-term business strategy. The … other duties as directed by the Lead Business Analyst. Your profile Key Skills, Experience, and Competency Requirements: Experience as a Business Analyst in a regulated environment (banking, financial services, wealth management). Proven ability to facilitate stakeholders in drawing out clear, focused, and unambiguous requirements. Proficiency in visualisation tools such as Visio, Draw.io, Miro to document business processes More ❯

is continuously expanding its global footprint with around 2,500 colleagues in 10 countries, and more than 170 clients in 35 countries. We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail and neo banks. Our research … the passion and creativity of our colleagues. We are always looking for talented people to join us on our mission to orchestrate the financial ecosystem and democratize access to wealth management. Avaloq offers the opportunity to work closely with some of the world’s leading financial institutions as we jointly develop and shape careers. Championing a collaborative, supportive and … professionals who play a crucial role in creating the core elements of the Avaloq Banking Suite, which serve numerous Global banking clients. Our primary focus areas include: Business Process Management: Streamlining and improving the banks' internal processes to enhance efficiency Object Framework: Maintain and improve the framework which stores banking data as objects in the underlying database Rule Engines More ❯

to be partnering with our Edinburgh based financial services client in their search for Senior Business Analysts to join them on a permanent basis. Our client operates in the Wealth Management space therefore it would be great if you have wealth experience, however they are happy to consider candidates from other financial service backgrounds. This role is … be'. The ability to deal with challenging stakeholders and influence is essential. Essential skills/experience: Experience as a Business Analyst in a regulated environment (banking, financial services, wealth management). Proven ability to facilitate stakeholders in drawing out clear, focused, and unambiguous requirements. Proficiency in visualisation tools such as Visio, Draw.io, Miro to document business processes 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 HR Project Manager for a contracting position initially running to the … between tech, HR, data, and policy teams. They do not require a seasoned technologist for this role, nor do they require prior financial services experience; general competence in project management alongside prior HR system implementations experience would be fantastic. Responsibilities of the role: Lead project planning, status tracking, and issue/risk escalation across multiple workstreams Drive weekly core … a Project Manager in HR systems implementations on behalf of large organisations Track record of delivering projects in the ATS/recruitment/CRM space Strong organisational and stakeholder management skills - comfortable driving meetings, owning agendas, following up on actions Ability to work across technical and non-technical teams - bridging HR, IT, and governance stakeholders Comfortable with tools like More ❯

is continuously expanding its global footprint with around 2,500 colleagues in 11 countries, and more than 170 clients in 35 countries. We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail and neo banks. Our research … the passion and creativity of our colleagues. We are always looking for talented people to join us on our mission to orchestrate the financial ecosystem and democratize access to wealth management. Avaloq offers the opportunity to work closely with some of the world’s leading financial institutions as we jointly develop and shape careers. Championing a collaborative, supportive and More ❯

Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both … effective knowledge transfer and adoption across regions. What ideal qualifications, skills and experience would help someone to be successful? Bachelor’s degree or equivalent experience Excellent stakeholder and team management skills Experience partnering with client experience and marketing teams Excellent communication and presentation skills Ability to work collaboratively in a fast-paced, cross-functional environment Strong organisational skills and … a new direction, you'll find the support you need to grow your career with us. Come, join us, and help us shape the future of the global asset management industry! #J-18808-Ljbffr More ❯

and uphold trust through integrity. The Assistant Director (Data Operations) role will involve working as part of a small team that performs a variety of operational and data collection, management and quality-assurance activities associated with the production of a large number of high-profile client services. These services are all related to the use of the Moody's … Analytics Scenario Generator (SG). This market-leading software solution has a variety of applications in the insurance, wealth management and pensions sectors all of which involve the projection of a wide-range of economic and financial variables using stochastic models. The Assistant Director (Data Operations) will help manage, configure and execute complex automated workflows designed in-house … to demonstrate pro-active drive, customer focus and a desire to go the extra mile. Desirable Skills: Knowledge of financial mathematics and quantitative/statistical analysis. Knowledge of database management systems and Python/SQL query construction. Basic knowledge of software programming. Basic understanding of service management best practice and processes. The Department/Team Moody's Analytics More ❯

Delivery Project Manager (Wealth & Asset management/Pensions) UK - Edinburgh; UK - London Joining Capco means joining an organisation that is committed to an inclusive working environment where you’re encouraged to #BeYourselfAtWork. We celebrate individuality and recognize that diversity and inclusion, in all forms, is critical to success. It’s important to us that we recruit and develop … projects with some of the largest banks in the world, on projects that will transform the financial services industry. We are · Experts in banking and payments, capital markets and wealth and asset management · Deep knowledge in financial services offering, including e.g. Finance, Risk and Compliance, Financial Crime, Core Banking etc. · Committed to growing our business and hiring the … to help us get there · Focused on maintaining our nimble, agile and entrepreneurial culture Role Description Capco are looking for Project Delivery Managers in Edinburgh or London with change management or Technology experience gained as a management consultant or from within a change role in Wealth & Asset Management or pensions. As a Project Manager you may More ❯

Business Analyst - Wealth Management – Edinburgh, Scotland (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) Are you a Business Analyst looking to take your career to the next level? Do you want to be part of … a prestigious wealth management firm leading a multi-million-pound digital transformation? If you are passionate about driving change, working on cutting-edge financial technology and making a tangible impact in a highly respected organisation, this could be your next big move. Our client, a market-leading wealth management firm based in Edinburgh, is undergoing an … integrate cutting-edge solutions and deliver high-impact projects. The ideal Business Analyst candidate will have proven experience as a Business Analyst in the financial services sector, ideally within wealth management. A strong background in digital transformation and business process change projects is required. Excellent skills in requirement gathering, process mapping and documentation are essential. Strong stakeholder management More ❯

Business Analyst - Wealth Management - Edinburgh, Scotland (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) Are you a Business Analyst looking to take your career to the next level? Do you want to be part of … a prestigious wealth management firm leading a multi-million-pound digital transformation? If you are passionate about driving change, working on cutting-edge financial technology and making a tangible impact in a highly respected organisation, this could be your next big move. Our client, a market-leading wealth management firm based in Edinburgh, is undergoing an … integrate cutting-edge solutions and deliver high-impact projects. The ideal Business Analyst candidate will have proven experience as a Business Analyst in the financial services sector, ideally within wealth management. A strong background in digital transformation and business process change projects is required. Excellent skills in requirement gathering, process mapping and documentation are essential. Strong stakeholder management More ❯

Proposition Analyst - 6 month FTC Edinburgh (GB) LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. When we set up LGT Wealth Management in 2008, our aim was to offer a fresh approach to wealth … entrepreneurship are our core values. As our brand recognition grows, we are fast becoming an employer of choice in our sector. We have over £29 billion in funds under management and circa 700 staff. Business Unit: We provide investment management and financial planning services to a wide range of Private Clients, Charities and institutional investors, both direct and … across a wide range of business areas including: front office, legal, compliance & risk, client service, investments, finance, business development and change. Brief Role Objective: The Proposition Analyst supports the management and development of the LGT Wealth Management proposition. Specifically it is their role to support the team with the creation of the components and service proposition that More ❯

is continuously expanding its global footprint with around 2,500 colleagues in 12 countries, and more than 170 clients in 35 countries. We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail and neo banks. Our research … the passion and creativity of our colleagues. We are always looking for talented people to join us on our mission to orchestrate the financial ecosystem and democratize access to wealth management. Avaloq offers the opportunity to work closely with some of the worlds leading financial institutions as we jointly develop and shape careers. Championing a collaborative, supportive and flexible … Zurich. We contribute to the architectural shift to the microservices paradigm at Avaloq, developing tools and frameworks used across the company to support various business processes, including comprehensive identity management and product delivery services. Our technology stack includes Java, SQL, Groovy, Spring Boot, Angular, Ping Identity, Docker and Kubernetes. Your Mission Help us to maintain and evolve frameworks and More ❯

is continuously expanding its global footprint with around 2,500 colleagues in 10 countries, and more than 170 clients in 35 countries. We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail and neo banks. Our research … the passion and creativity of our colleagues. We are always looking for talented people to join us on our mission to orchestrate the financial ecosystem and democratize access to wealth management. Avaloq offers the opportunity to work closely with some of the world’s leading financial institutions as we jointly develop and shape careers. Championing a collaborative, supportive and … record of developing in PL/SQL and Oracle database or similar Experience of frontend development and controlling the flow using the param/configuration layer Knowledge of release management process Knowledge of CAPI/API development using Java It would be a real bonus if you have: German language skills Additional Information We realize that managing work-life More ❯

with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai. The Role Lead the design, development, and implementation of scalable and secure wealth management SaaS products by providing technical leadership, education, and guidance to engineering and product teams across the organization and recommendations to leadership as part of a central practice … and guide software engineers and architects on best practices. Evaluate and select appropriate technologies and frameworks. Ensure the security, scalability and efficiency of our SaaS solutions. Collaborate with product management and business stakeholders. Conduct code reviews and ensure code quality. Troubleshoot and resolve complex technical issues. Who You Are Bachelor's degree in Computer Science or related field. A … wealth of experience in software development. Extensive experience in SaaS architecture. Expertise in cloud platforms (AWS preferred). Excellent communication and leadership skills. Strong internet and internal networking experience. Strong understanding of microservices, distributed systems, and SaaS component services. Experience with CI/CD pipelines and DevOps practices. Our Values Act Like an Owner - Think and operate with intention More ❯

is continuously expanding its global footprint with around 2,500 colleagues in 12 countries, and more than 170 clients in 35 countries. We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail and neo banks. Our research … the passion and creativity of our colleagues. We are always looking for talented people to join us on our mission to orchestrate the financial ecosystem and democratize access to wealth management. Avaloq offers the opportunity to work closely with some of the world’s leading financial institutions as we jointly develop and shape careers. Championing a collaborative, supportive and More ❯

is continuously expanding its global footprint with around 2,500 colleagues in 12 countries, and more than 170 clients in 35 countries. We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail and neo banks. Our research … the passion and creativity of our colleagues. We are always looking for talented people to join us on our mission to orchestrate the financial ecosystem and democratize access to wealth management. Avaloq offers the opportunity to work closely with some of the worlds leading financial institutions as we jointly develop and shape careers. Championing a collaborative, supportive and flexible More ❯

to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to TAinfo@addepar.com . About the company Addepar is a wealth management platform that specializes in data aggregation, analytics and performance reporting. Notice Talentify is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard More ❯

met. 2. Privacy Governance & Compliance Develop, implement, and maintain a comprehensive privacy framework to support compliance with UK GDPR, POPIA, and other applicable global regulations. Oversee the completion and management of Data Protection Impact Assessments (DPIAs), Due Diligence assessments, and Records of Processing Activities (ROPAs). Manage internal and external privacy audits to demonstrate compliance and identify areas for … improvement. 3. Risk Mitigation & Incident Management Identify, evaluate, and mitigate data privacy risks, with a focus on reducing the likelihood of data breach events. Develop and implement incident response procedures to ensure timely and effective management of privacy-related risks. Lead investigations of potential data breaches. 4. Stakeholder Engagement & Training Collaborate with cross-functional teams, including product, legal … protection regulations (e.g., GDPR, CCPA, HIPAA). Familiarity with privacy technologies like OneTrust, TrustArc, or similar tools. Strong understanding of privacy-by-design and default principles. Experience in incident management and breach response. Excellent analytical and problem-solving skills with attention to detail. Preferred Certifications: Relevant certifications are highly desirable. CIPP/E, CIPP/US, CIPM, or CIPT More ❯

mindset with a drive for quality Bonus Points If You Also Have A professional accountancy qualification (ACCA, ICAS, ICAEW or equivalent) – or qualified by experience Experience preparing statutory or management accounts Working knowledge of IFRS and group consolidation Experience with finance systems such as Nav, D365 or data tools like Qlik Why join FNZ? At FNZ, we’re transforming … the global wealth management industry through cutting-edge technology and a commitment to long-term partnerships. Our Edinburgh office is a key global finance hub, offering the opportunity to be part of something truly impactful. You’ll Enjoy A collaborative, high-trust team culture Clear progression and career development opportunities Competitive salary and discretionary bonus Hybrid working model … and excellent benefits Global opportunities across the wider FNZ Group Ready to grow your finance career with a global fintech leader? About FNZ FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but More ❯

with Testing teams to support quality assurance, release readiness, and platform stability. Manage third-party platform providers to ensure smooth integration and deployment of new capabilities. Utilise agile project management methodologies and tools to track, manage, and deliver key milestones. Key Requirements: Proven experience leading platform transformation projects within financial services. Background in investment platforms, wealth management, or advised banking . Strong technical understanding of platform architecture, integrations, and cloud-based solutions. Excellent stakeholder management skills, with the ability to bridge business and technology teams. Proficiency in project management frameworks (MSP, Agile, SDLC, etc.). Experience working with third-party platform providers and managing complex integrations. What’s on Offer? The opportunity to lead More ❯

with Testing teams to support quality assurance, release readiness, and platform stability. Manage third-party platform providers to ensure smooth integration and deployment of new capabilities. Utilise agile project management methodologies and tools to track, manage, and deliver key milestones. Key Requirements: Proven experience leading platform transformation projects within financial services. Background in investment platforms, wealth management, or advised banking . Strong technical understanding of platform architecture, integrations, and cloud-based solutions. Excellent stakeholder management skills, with the ability to bridge business and technology teams. Proficiency in project management frameworks (MSP, Agile, SDLC, etc.). Experience working with third-party platform providers and managing complex integrations. Whats on Offer? The opportunity to lead a More ❯

in a quality assurance, operational oversight or internal audit support role within financial services or a regulated environment. A strong understanding of operational processes and controls, ideally in investments, wealth management or platform services. Familiarity with risk and control monitoring frameworks is desirable Excellent attention to detail, with a methodical approach to reviewing work and identifying issues. Strong More ❯

Senior Business Analyst (Wealth/Pensions) - £90k base plus benefits - FinTech (No sponsorship available) Hybrid working - 3 days in the office for the 1st month Locations: Edinburgh Our client, a market leading global FinTech need 5 Business Analysts. These are all permanent positions. What tech is needed? 3 - 5 years as a Business Analyst in either a Wealth/Pensions/Investment products Solid experience of the SDLC Good stakeholder management Standard BA tasks, such as gathering and document requirements The ability to step into a Lead BA role, when needed Act as liaison between client stakeholders and staff during development projects. What's the process? These are all immediate starts, however we can wait up More ❯

mindset with a drive for quality Bonus points if you also have: A professional accountancy qualification (ACCA, ICAS, ICAEW or equivalent) - or qualified by experience Experience preparing statutory or management accounts Working knowledge of IFRS and group consolidation Experience with finance systems such as Nav, D365 or data tools like Qlik At FNZ, we're transforming the global wealth management industry through cutting-edge technology and a commitment to long-term partnerships. Our Edinburgh office is a key global finance hub, offering the opportunity to be part of something truly impactful. Clear progression and career development opportunities Competitive salary and discretionary bonus Hybrid working model (with flexibility) Pension, health insurance and excellent benefits Global opportunities across the … wider FNZ Group Ready to grow your finance career with a global fintech leader? About FNZ FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. We created wealth More ❯