1 to 25 of 72 Permanent Wealth Management Jobs in London

Role DescriptionAt FNZ, our purpose is to make wealth management more accessible, bringing easier, fairer and more inclusive solutions to people worldwide. Here in the Global Cyber & Information Security team, we work to protect the platforms that support investment solutions for over 20 million people.We are looking for … proactive approach to identifying and mitigating security risksUnderstanding of regulatory requirements impacting securityExcellent spoken and written English#LI-CM1About FNZFNZ 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’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. We partner with over more »

Capital is urgently looking for a Tableau Specialist with data skills to join our high profile client. Our client is a well know UK wealth manager with clients across the globe, they offer Institutional and Retail wealth management. Their post Covid policy is to automate as much internally … been, understanding and utilising data, from clean to raw is this firms priority. The Tableau expert will be responsible for the scope, design, build, management, and oversight of major dashboard designs within the Commercial Analytics team; providing robust solutions to support strategic aims. The team will provide analytical support … to ExCo members and management teams, primarily through interactive dashboards. This will include the proactive provision of potential business initiatives based on facts and evidence (market trends, competitor analysis etc) that align to and support our strategic roadmap. The Tableau Specialist: • Support the business in evaluating investment and business more »

Service Manager - Wealth Management - London, Newcastle or Edinburgh (hybrid working)My client, a leading Wealth Management firm, is looking for a Service Manager to join them on a Permanent basis. The successful candidate will work on all aspects of service management in their Custody and … Settlements function.Role responsibilities and requirements:Established experience of working as a Service Manager in either the Investment, Asset or Wealth Management sectors.Proven experience of working with difficult and complex third party vendor/suppliers.Previous experience of independently managing and resolving service management issues and incidents.Strong IT or … technical service management background.Start date: ASAPSalary: Between 70,000 to 85,000 per year, based off experience (plus benefits) Location: London, Newcastle or Edinburgh (Hybrid Working)If this is of interest, please apply with your latest CV and I will be in touch if your profile matches the spec....Discipline more »

find common solutions? Are you good at communicating complex business challenges in a constructive and easy way?Your teamYou’ll be working in Asset Management strategy within the Chief Strategy Office in London or Zurich. The Chief Strategy Office is a team of motivated professionals who bring a diverse … expertise• a top tier University education, preferably focused on corporate strategy, finance, or structured problem solving• 1-4 years professional experience in a top management consulting firm or comparable role, preferably with a focus on financial services/asset management• strong written, verbal and interpersonal communication skills to … generate impact in a team environment• well-developed strategic thinking ability with commercial market awareness and business acumen• disciplined organization and topic/project management skills• high level of energy, initiative, discipline, tenacity, and self-motivation• highest level of integrity and professionalismAbout usUBS is the world’s largest and more »

React Developer - £60k + Equity I am currently working with an exciting AI company who are automating the entire report generation process for the wealth management and asset management space with their main aim to create a more collaborative workspace powered by AI. They are now looking more »

looking to grow their team substantially as part of their structured growth plan. They are a highly entrepreneurial firm who have disrupted the Private Wealth space by utilising technology and data in innovative ways, allowing them to take a transparent and client focused approach. In the last couple of … can demonstrate an experience of applied financial modelling, along with strong communication and commercial skills, will be considered. Candidates with experience within the Private Wealth space e.g. as a Junior Financial Planner or Paraplanner, looking to move into a more sophisticated team with greater career opportunities could be good … ideal skill set would look like the following: Strong academic background 1-5 years’ experience in a role that includes financial modelling Exposure to Wealth Management e.g., financial planning for private clients is advantageous but not essential Strong understanding (or interest in) of the private banking and asset more »

dynamic workplace where teams are empowered to drive great customer experiences and business results. At AJ Bell we are building the future of personal wealth management platforms through our technology. We have a strong culture of curiosity and collaboration and expect our technology teams to drive the business … conversations, holding your team, peers and leaders accountable. Pragmatism, you can prioritize, simplify, and drive a path towards results. Background in Financial Services, specifically Wealth Management. Business relationships within the Wealth Management sector. Understanding of financial markets and financial data. With pride placing value on our people more »

per week in Central London Are you a talented Software Engineer looking to make a meaningful impact within a dynamic, growing and ethically minded wealth management firm? This B-Corp accredited Wealth Manager is seeking an experienced Software Engineer to be a key player in designing, developing more »

Are you a seasoned M&A professional with a proven track record in the wealth management industry? Do you possess the expertise and vision to drive successful mergers and acquisitions in this dynamic sector? If so, we have an exciting opportunity for you to join our esteemed client … professionals is committed to excellence, innovation, and fostering enduring relationships built on trust. Position Overview: As the M&A Director/MD specializing in wealth management M&A, you will play a pivotal role in spearheading our expansion in this rapidly evolving sector. We are seeking a visionary … leader with a deep understanding of the wealth management landscape, who can navigate the complexities of mergers and acquisitions to unlock value for our clients. Key Responsibilities: Lead and execute mergers, acquisitions, and divestiture transactions within the wealth management industry. Collaborate with clients to understand their more »

financial advisory firm, is seeking a talented and driven M&A Senior Analysts and Associates specialising in FIG M&A in the asset and wealth management sectors to join their team in London. If you have a strong background in the financial industry, specifically within FIG and the … asset and wealth management sectors, we want to hear from you. Candidates with a background in other Financial Institutions Group (FIG) sectors will also be considered. Responsibilities: Lead and execute M&A transactions within the asset and wealth management sectors, including financial analysis, due diligence, valuation … industry professionals, and key stakeholders to generate new business opportunities. Stay updated with industry trends, regulatory changes, and market developments related to asset and wealth management. Requirements: Bachelor's degree in finance, economics, or a related field. An advanced degree (MBA, CFA, etc.) is a plus. Extensive experience in more »

banking and financial advisory firm, is searching for a seasoned and accomplished Vice President (VP) specializing in FIG M&A covering the asset and wealth management sectors to enhance their team in London. If you are a VP with over six years of experience in the financial industry … particularly in FIG and asset and wealth management, we're eager to hear from you. Responsibilities : Spearhead and oversee M&A transactions within the asset and wealth management sectors, including conducting financial analysis, due diligence, valuation, and deal structuring. Develop and manage intricate financial models to … industry experts, and key stakeholders to cultivate new business opportunities. Keep abreast of industry trends, regulatory changes, and market developments pertinent to asset and wealth management. Requirements : Bachelor's degree in finance, economics, or a related field. Possession of an advanced degree (MBA, CFA, etc.) is advantageous. Extensive track more »

SALARY: 70-90K The Company An established and highly reputable Wealth Management firm based with the City of London. The Role The Sales Trainer will work closely with the Front Office Investment Management and Financial Planning teams to focus on building out new client business and … the Front Office Investment & Financial Planning teams. The Sales Trainer is to assess individual training needs of team members and customise accordingly for the Wealth Management business. The Sales Trainer will work alongside the Wealth Management firms sales leadership to identify areas of improvement and build … to better them. The Sales Trainer will design and deliver an effective new joiner’s proposition and sales programme as well as effective sales management training. The Sales Trainer is expected to evaluate all training programmes through feedback mechanisms and performance metrics. The Sales Trainer will provide continuous coaching more »

Acquisition/Integration Support (Private client wealth management) City of London/Hybrid C £35,000 plus bonus and excellent benefits package The Opportunity Our client, a highly regarded and rapidly expanding private client wealth manager is currently looking to strengthen their acquisition integration function. This opportunity … would suit a candidate looking to launch their career in the wealth management sector and develop their operational and administration/Excel skills. As this business grows it will offer the opportunity to develop a long term career in the business. The Role You will be joining a … communication and meeting with vendors and income reconciliation together with numerous assorted tasks. You will gain exposure to all areas of the business and wealth management generally and develop relationships with stakeholders in the business. About you Whilst experience is advantageous in Wealth Management/Financial more »

Technical Business Analyst - Wealth Management Our client, a leading financial services firm, is seeking an experienced Technical Business Analyst to join their UK Wealth Management IT team in an Application Delivery role. This is an exciting opportunity to drive innovative IT solutions and system changes that … and financial data formats/protocols (FIX, FIXML, SWIFT, etc.) Front-to-Back trade lifecycle knowledge, preferably cross-asset class In-depth understanding of Wealth Management domain (client lifecycle, order flows, asset viewing, reporting) Proven ability to produce precise specification documentation Excellent communication skills to explain technical concepts more »

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 SQL Server. Our client will provide training in: .NET more »

TCFD, ISSB, SBTi, Transition Pathways Initiative, etc. · Familiarity with relevant stewardship codes of conduct (e.g. the UK Stewardship Code). · Good knowledge of data management software, e.g. Excel. SQL programming experience desired but not essential. · Ability to navigate an increasingly complex environment and maintain focus on our core fiduciary … three together are underpinned by our behavioural foundation: Integrity. These values and our mission give us our sense of purpose: we want to support wealth holders who want to do well by doing good. About Tribe Tribe is an exciting, high growth, award-winning, wealth management firm … impact process and client base over the last 8 years, we are now focussed on growing the Tribe further. Our approach to investment and wealth management combines our clients’ values, their financial aspirations and the change they want to see in the world - their impact. We then build more »

a new platform. About Morgan Stanley Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. As a market leader, the talent and passion of our people is critical to our success. Together, we … achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.Morgan Stanley Investment ManagementMorgan Stanley Investment Management (MSIM), together with its investment advisory affiliates, has over $1.4 trillion in assets under management or supervision. Morgan Stanley Investment Management strives … to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. We show unwavering commitment to investment excellence, diversity of perspective, and differentiated values. We have distinctive and highly complementary strengths more »

of both covered and peer companies; Analysis of industry data, trends and related company strategies; Developing detailed financial models for covered companies; Interaction with management teams and engagement with Corporate Broking to maintain existing corporate relationships and develop new relationships; Publishing thematic stock and sector research notes for institutional … been a strategic advisor to entrepreneurs, families, private and public companies for over 145 years. We are a full service, investment-led business offering wealth management, asset management and investment banking services. How we work is equally important to us. Deeply proud of our heritage and reputation more »

About Customer Lifecycle Management (CLCM) Team Our Customer Lifecycle Management team focusses on managing and predicting customer needs through the different vintages, pathways and points in time, both in their customer life with Barclays, as well as their life stages and differentiated financial need. They will define the … consistently excellent at scale. What will you be doing • This is a leadership position, which reports directly into the MD Head of Customer Lifecycle Management (CLCM). The Customer Contact Optimisation Director will use customer diagnostics (emotional and functional needs) & behaviour analysis combined with model outputs to target and … and commercial planning processes • Build strong and productive relationships across functions to influence critical partners across Barclays UK including Customer, Product, Channels, Business Banking, Wealth Management, and COO teams. • Customer-centric decision making with ability to influence teams to drive and execute against the right opportunities and optimise more »

Some Flex WorkingFull Stack Javascript Software Engineer Quant Capital is urgently looking for a Full Stack JavaScript Software Engineer for our high profile investment management vendor.Our client is a well known global wealth management HFT software business. They provide valuations and pricing of derivatives to most of … developer to work as part of a larger development team focused on driving innovation across a cloud-enabled, microservices platform for the Institutional & Investment Management divisionThis is an opportunity for an individual with a strong software development background. The applicant will be responsible for design, development and maintenance of more »

Albany Beck is an award-winning consultancy specialising in Technology, Risk and Compliance within Financial Services. We work with top tier Investment Bank, Asset Management firms, Hedge Funds and Fintechs. What differentiates us from other consultancies is our people and as a result; As an organisation, we are focused … and large Regulatory programmes. Job Summary We are seeking an experienced and dynamic Test Lead with a strong background in Avaloq to join a Wealth Management company based in London. The successful candidate will lead our testing efforts, ensuring the quality and reliability of our Avaloq banking software … solutions. This role involves overseeing the entire testing lifecycle, from planning and strategy to execution and delivery. Test Management: Develop and implement comprehensive test strategies and plans for Avaloq projects. Coordinate and lead all testing activities, including functional, integration, regression, and user acceptance testing (UAT). Quality Assurance: Ensure more »

Frontend Technical ArchitectFrontend Technical Architect – Retail Wealth Management100,000 Plus Bonus and Bens 10% PensionQuant Capital is urgently looking for a Technical Architect with strong frontend JavaScript Experience to join or well known Fintech client who are a well know wealth management software business.We are looking for … Financial Services firms specifically embracing change bought about by the various market shifts towards FinTech. This is an award winning business with a strong management team and a deep product focus.The Technical Architect Will:• Architect, design and document a brand new platform.• Drive technology forward to maintain and enhance 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 »

plan, excellent bonus, wonderful working conditions, study towards Chartered Status. My client is an award-winning independent firm providing financial planning and an investment management service to HNW and UHNW Clients with an excellent client base where their staff are supported well, all with an individual career development programme. more »

global scale with offices across nearly every continent. They operate a wide and large client list, including UHNW individuals, privately and publicly owned businesses, wealth management services, private equity funds, FTSE 250 companies, and major corporations. As mentioned, the investment the firm makes into its people is unrivalled more »