26 to 47 of 47 Permanent Wealth Management Jobs in London

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 »

Redefined, the UK's leading over-50s age inclusive jobs board. Job Description Team Description The Enterprise Risk team is part of the Risk Management Department and is responsible for: Developing and maintaining the Loss absorbing Tangible Equity (LTE) framework, which is Jefferies Group's internal economic capital. This … enhancement of top down/firm-wide reporting and key metrics with focus on concentrations and diversification; The implementation and maintenance of the Risk Management Framework, Stress Testing Framework, Risk Appetite Framework (including risk appetite definition and calibration), Country Risk Framework, Business Model Analysis, and Risk Strategy and Governance … LTE metrics, before submission to internal stakeholders as part of ongoing reporting. Obtaining the buy-in of business/front office stakeholders and senior management around the capital methodologies used, their calibration and the allocation mechanisms. Requirements The following skills and experience are required for this role: Educated to more »

risks, potential suspicion of money laundering, or unsuitable advice The Candidate 1-3 years of professional Client Onboarding/Client Account Opening experience within Wealth Management, Investment Management, Private Banking. Client onboarding experience must be from a private client background, onboarding HNW individuals and the documentation relating more »

and donation matching Range of benefits to support your physical, psychological and financial wellbeing Employee Assistance Program Recognition and service awards About Macquarie Asset Management In Macquarie Asset Management, you will join a global asset manager that aims to deliver positive impact for everyone. Join a team that … and partners. Working with us, you ll have the opportunity to make a difference. Macquarie is a global financial group providing clients with asset management, retail and business banking, wealth management, leasing and asset financing, market access, commodity trading, renewables development, specialist advisory, capital raising and principal more »

rigour. A hugely diverse range of clients rely on us to deliver the kind of change that adds genuine, lasting value to their business.Our Wealth clients engage us to solve their most complex problems, helping them to shape and deliver a strategy in response to new competition, the increased … deliver impact how and where it matters most.Connect to your opportunity As a Migration Lead, you'll be responsible for leading a team of Wealth specialists in delivering complex migration projects. Your expertise and mentorship will be crucial in developing our junior talent and ensuring project success. Join us … your consulting skills while making a positive impact on our team and clients.As a Manager, you will have responsibility to:Provide expert guidance on Wealth Platform technology and collaborate with clients to establish their technology strategy, future state-of-the-art systems, and implementation roadmaps. You'll have a more »

provide high quality data and the understanding and insights that can be gained from them . This benefits our internal stakeholders (Sales, Trading and Management) and external Clients through improved service provision. As a Senior Data Scientist, you ll play an important role in the upcoming AI transformation at … and practical implementation as opposed to ivory tower research LI-GB About us UBS is the world s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global more »

At Macquarie, we re empowering people to innovate and invest for a better future. Macquarie is a global financial group providing clients with asset management, retail and business banking, wealth management, leasing and asset financing, market access, commodity trading, renewables development, specialist advisory, capital raising and principal more »

English is essential; additional languages are a plus but not required About us UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global 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 »

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 »

lead every decision we make and action we take, guiding us to deliver impact how and where it matters most. Connect to your opportunity Wealth & Insurance Technology (WInTech) adopts a business led approach to achieving technology enabled transformation.Our Insurance and Wealth Management clients engage us to solve … experience of vendor assessment and selection as a part of RFI/RFP process.Experience of working with insurance vendors, third party service providers and management of vendor relationships.Providing technical design governance, solution quality assurance and design reviews to keep complex technology programmes on track against industry good practice and … documents, reference architectures, functional or technical design specifications and integration designs etc.Understanding of Cloud capability and solutions including application, business case and benefits.Strong stakeholder management skills: proven track record in independently engaging and managing a range of client and internal stakeholders, including senior client representatives.Ability to analyse and define more »

The Company: Our client is an Investment and Wealth management company, highly recognised and fantastic reputation. The Role: The ISA Asset Transfers Analyst role will sit within the ISA & Asset Transfers team. The successful candidate would ideally have an understanding of Trade Settlements processes and Asset Transfers and more »

IR35 Industry: Financial Services Pay Rate: £525-£575 depending on experience Requirements: Extensive experience as an architect within the finance sector ideally Wealth Management. Proven delivery of scalable and resilient cloud solutions in one or more major cloud platforms (AWS, Azure, GCP). Certification related to these more »

Type: Permanent Location: London Skill Set EB, Employee Benefits, Auto Enrolment, Group Schemes, Governance, Consultant, Financial Advisor, Corporate Consultant A leading and award-winning wealth management and employee benefits organisation are looking to strengthen their team by appointing an Hybrid Employee Benefits Consultant/Relationship Manager focussed on … has a comprehensive benefits package and a negotaible, competitive base salary Approx 2-days in London per week (Hybrid) It provides holistic services across Wealth, Employee Benefits & Pensions, they are a leader in the industry and have grown significantly over the past few years. It is now seeking to more »

Company Description Evelyn Partners is the UKs leading integrated wealth management and professional services group,with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and … way; andPerformance, demonstrating a breadth and depth of advice expertise to deliver first-class results. Read more about us and available career opportunities here: Wealth, accountancy and business advisory services | Evelyn PartnersandCareers | Evelyn Partners Job Description We have exciting new openings here at Evelyn Partners in our US/… and UK individual tax laws and regulations Demonstrable experience of delivering tax planning/advisory projects. Demonstrable experience of managing complex compliance issues. People management and organizational Professional Qualifications and Education US Enrolled agent (EA) ATT Additional Information As a colleague here at Evelyn Partners, you will have access more »

Company Description Evelyn Partners is the UKs leading integrated wealth management and professional services group,with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and … way; andPerformance, demonstrating a breadth and depth of advice expertise to deliver first-class results. Read more about us and available career opportunities here: Wealth, accountancy and business advisory services | Evelyn PartnersandCareers | Evelyn Partners Job Description Why Evelyn Partners London? Our team operates from the Evelyn Partners head office … advising US clients and non domiciled individuals Demonstrable experience of delivering tax planning/advisory projects. Demonstrable experience of managing complex compliance issues. People management and organizational Professional Qualifications and Education US Enrolled agent or CPA Qualified Chartered Accountant and/or Chartered Tax Adviser Additional Information As a more »

diverse set of individuals from financial institutions, regulators and the Big 4Significant relationships with major firms and regulators across the banking, insurance, asset and wealth management and Fintech sectorsMarket-leading offering which delivers quality, reliable and timely advice, and an exceptional track record of executionStrong and inclusive team more »

Financial Controller – Private Debt – CRE (Loan Asset Management) - 2 Positions Available 22 Bishopsgate, London – Hybrid Permanent At AXA IM our purpose, to act for human progress by investing for what matters, is central to every action we take as a business. As a responsible asset manager, we actively invest … FMCG Private Debt, and you will be part of AXA IM Real Assets.DISCOVER your opportunityAXA Investment Managers (AXA IM) is a multi-expert asset management company within the AXA Group, a global leader in financial protection and wealth management. AXA IM is one of the largest European-based … asset managers with approximately 830bn in assets under management as of the end of September 2020. AXA IM employs 750+ investment professionals around the world and operates out of 15 investment centers.Given its growth prospects, the Commercial Real Estate & Infrastructure Fund Management Controlling Group team of AXA IM more »

relationships with SFS. Manage reactive inbound lead conversion, including consignor advances. Work collaboratively with relationship managers to identify and execute new growth initiatives. Deal Management Guide clients through the financing process, partnering to propose solutions for individual client needs. Manage client negotiations from initial lead stage through final deal … processing and servicing of loans. IDEAL EXPERIENCE & COMPETENCIES Bachelor s degree required; MBA preferred. 10+ years of professional experience in a client-facing lending, wealth management, or similar role with a focus on sales and relationship building. Individuals with prior experience as relationship managers at major auction houses more »

institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. We enable clients to achieve their strategic financial objectives by providing them with cutting-edge ideas, best-in-class products and solutions, and … JSON. Microservices systems Kubernetes/Open shift containers. Familiar with different persistent storage technologies such as RDBMS and NoSQL. Experience working with source code management tools Git or Bitbucket. Good understanding of clean coding principles. Must demonstrate strong familiarity of design patterns. Proven experience of applying TDD and BDD more »

ensure consistency and compliance with enterprise architecture standards. Documentation: Create and maintain comprehensive architectural documentation, including design diagrams, technical specifications, and integration plans. Risk Management: Identify and mitigate architectural risks and issues throughout the project lifecycle. Performance Optimization: Ensure solutions are optimized for performance, scalability, and security. Mentorship: Mentor … a related field. Master's degree preferred. Experience: Minimum of 12 years of experience in IT architecture, with a focus on financial services or wealth management. Technical Skills: Proficiency in architectural frameworks and methodologies Web and Mobile Technologies: Experience with frontend and backend technologies Mobile Technologies: Experience with mobile … communication and interpersonal skills. Strong problem-solving and analytical abilities. Ability to work effectively in a fast-paced, dynamic environment. Strong leadership and team management skills. Thanks & Regards more »

quants and IT to develop trading and market making strategies aimed at improving the team s PnL Assist in execution of trades and risk management Prepare reports on trading opportunities, PnL analysis, and business insights Conduct market research and analysis on potential business expansion Build tools for traders to … Award-winning research, an extensive Asia footprint, direct links to China and highly experienced finance professionals differentiate our innovative products and services in asset management, corporate finance, equity and debt capital markets, securities and wealth management. As part of CITIC Securities (SSE: 600030, SEHK: 6030), China s leading more »