13 of 13 Permanent Wealth Management Jobs in Edinburgh

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 … environment empowers our colleagues to reach their full potential. Job description: This is an excellent opportunity for an ambitious Product Manager with a broad knowledge of Private Banking and Wealth Management to join us. You will support clients by understanding their goals, and by applying your market expertise in tandem with your awareness of what technology can offer. More ❯

Want to become a go-to CRM configuration specialist , while working remotely with equity upside? Great opportunity to join rapidly growing consultancy delivering to the Wealth Management/IFA space. A company that believes in developing its people and focuses on delivery rather than presenteeism. Role CRM Configuration Specialist aka CRM Consultant, CRM Analyst, Implementation Consultant Location Remote … such as Curo Xplan, Intelligent Office or Plannr helping financial services firms streamline operations and deliver impact. What you'll need: Hands-on experience configuring CRM systems - Ideally in Wealth Management Strong analytical skills to translate business needs into solutions Confident communicator with client-facing experience Any experience of knowledge of Python, SQL or APIs for automation and More ❯

Looking for a role where you can work remotely, gain equity, and lead data strategy ? Great opportunity to join a rapidly growing consultancy in the Wealth Management Technology Space. Role - Manager, Data Services aka Data Manager, Data Solutions Manager Location - Fully remote - Flex Start/Finish Salary - 90 - 100K + Bonus + Equity + 5% Pension + HealthPlan … in financial services and influence strategy at leadership level. What you'll need: Strong track record in d ata migration & BI Knowledge of data governance, data quality and lifecycle management Proven leadership and people management experience Background in financial services (ideally wealth/asset management) Nice to have's Experience of Curo, Intelligent Office, Xplan, Plannr … Wealth Dynamix or similar systems for the IFA/Financial Advice Industry would be advantageous Experience of AI/ML (this role will be central to the strategy for this going forward) Interested? Please send your cv for a swift response 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 … team. In the role you will be in charge of delivering end-to-end solutions within the Avaloq Banking Suite. You will use your insightful knowledge of banking and wealth management processes in tandem with your technical expertise in customization, parameterization and integration. Collaborate with business stakeholders across front office, operations, risk and compliance, to gather analyse and More ❯

a remote-first, equity-backed role where you'll lead CRM and digital transformation projects in financial services. Join a rapidly growing start up consultancy delivering systems into the Wealth Management/IFA space. Role - Snr Consultant - Project Manager aka - Senior Project Manger, PM, Program Manager Location - Remote, UK - Flex Start/Finish times Salary 70 - 80K (flex … Strong consulting or WM change background (Big 4, boutique, Vendor or FS change programmes in house) Expertise managing functional change and data migration workstreams Excellent stakeholder engagement and vendor management skills What's on offer: Remote working, equity options, competitive package, and the opportunity to influence how modern wealth firms transform. Great opportunity to join rapidly growing forward More ❯

a remote-first, equity-backed role where you'll lead CRM and digital transformation projects in financial services. Join a rapidly growing start up consultancy delivering systems into the Wealth Management/IFA space. Role - Snr Consultant - Project Manager aka - Senior Project Manger, PM, Program Manager Location - Remote, UK - Flex Start/Finish times Salary 70 - 80K (flex More ❯

Looking for a role where you can work remotely, gain equity, and lead data strategy ? Great opportunity to join a rapidly growing consultancy in the Wealth Management Technology Space. Role - Manager, Data Services aka Data Manager, Data Solutions Manager Location - Fully remote - Flex Start/Finish Salary - 90 - 100K + Bonus + Equity + 5% Pension + HealthPlan 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 … overall product stability. Quality Assurance: Implement and monitor quality control processes to ensure that build processes meet the required quality standards. Conduct regular reviews and audits. Risk and Issue Management: Identify, assess, and manage risks and issues that may impact the build process. Develop and implement mitigation strategies to address issues promptly. Technical Expertise: Maintain a deep understanding of 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 … server operating systems Experience with Microsoft 365 products (Office365, SharePoint, Teams, Exchange Online, etc.) Good understanding of computer systems, mobile devices and other tech products Knowledge of ITIL Incident Management best practices It would be a real bonus if you have: Working experience in a global context is a plus Exceptional analytical and problem-solving skills Advanced collaboration, communication 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 ... 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 ... 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 click apply for full job details 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 click apply for full job details More ❯