As a leader of PrivateBanking's Client Service Team, you will be directly responsible for the delivery of Client Services, and the management of Client Service Professionals with a direct reporting line to the COO. You will be responsible for the investigation, analysis, and resolution of Incidents … Firms. You will develop and implement standards, processes, and procedures across the Client Service Team. You are responsible for ensuring superior client service to PrivateBanking's Firms, providing prompt, accurate, and complete responses and resolutions to incidents, client inquiries, and other service issues. You will also direct … matters, and develop and maintain direct relationships with client firms. You will develop and maintain positive relationships with internal colleagues supporting the delivery of PrivateBanking services, and identify and implement opportunities to improve SEI's delivery of services to Firms. As a member of the PrivateMore ❯
SAAS Sales Executive - PrivateBanking - Fintech SAAS Sales Executive wanted as our team is growing fast! Calling highly motivated, bright candidates who are looking for a career at an exciting award-winning FinTech firm! Company: Wealth Dynamix Role: SAAS Sales Executive Location: London Start Date: June 2025 Would … firms in Europe? We are looking for an analytical self-starter with experience in setting up SAAS sales processes and closing deals in the PrivateBanking/Wealth Management Sector. If you are passionate about digital transformation and keen to learn about delivering the market leading Client Lifecycle … the Wealth Management industry, apply now! Who are we? Wealth Dynamix helps to relieve the burden of client management issues for wealth management and privatebanking firms with innovative technology. We provide Relationship Managers with a multi-award winning digital Client Lifecycle Management (CLM) platform, offering 360-degree More ❯
professional and personal lives often overlap and our mission is to help empower our customers to achieve their ambitions by serving all their interdependent banking needs. We provide a comprehensive range of digitally enabled products and services to meet the property finance, business and commercial banking, privatebanking and personal savings needs of our customers. Our human and digital model transforms banking for customers who still value a face-to-face relationship that is enabled by the latest digital technology. We partner with firms such as Google Cloud, Cigniti and Slalom as we continue … on Cynergy Bank visit The Role: We are seeking a skilled and detail-oriented Senior QA/Data Quality Analyst to join our frontline banking team. This role combines expertise in quality assurance, data quality management, and dashboard development to ensure the accuracy and reliability of lending data and More ❯
Birmingham, Staffordshire, United Kingdom Hybrid / WFH Options
HipHopTune Media
the future. Headquartered in Birmingham, HSBC UK serves over 15 million active customers with the support of 23,900 colleagues. The bank provides retail banking and wealth management services to personal and privatebanking customers under its three brands: HSBC UK (including PrivateBanking), first … businesses ranging from small and medium-sized enterprises (SMEs) to large corporations, helping them grow, expand internationally, and transition toward sustainability. Through HSBC Innovation Banking, the bank also offers specialized support to clients and investors at every stage of their business journey, leveraging deep sector expertise, stability, and global … an HSBC employee in the UK, you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with More ❯
preferred Relevant industry experience Ideally degree educated (or equivalent) with or be working towards IOC/IMC or similar. Some experience within financial services, privatebanking, mutual funds and investment advisory is preferred as is industry knowledge of privatebanking, asset management and investment processing. Knowledge … workforce is key to our continued growth. We are focused on ensuring a healthy work-life balance and offer our employees benefits, which include private medical care for you and your family, access to GPs online for appointments, enhanced family leave, volunteer days, access to thriving employee networks and More ❯
professional and personal lives often overlap and our mission is to help empower our customers to achieve their ambitions by serving all their interdependent banking needs. We provide a comprehensive range of digitally enabled products and services to meet the property finance, business and commercial banking, privatebanking and personal savings needs of our customers. Our human and digital model transforms banking for customers who still value a face-to-face relationship that is enabled by the latest digital technology. We partner with firms such as Google Cloud, Cigniti and Slalom as we continue … current and tested BCPs in place. Essential Knowledge & Experience: Minimum 3 years' experience within a Risk Management Environment and related experience in a UK banking environment ideally in an Operational Resilience Role Expertise in the procedures, processes, and systems utilised within Financial Services and/or FinTech Strong knowledge More ❯
a place to inspire your work, build your voice, and grow your community. We're different. And we're proud of it. SEI's PrivateBanking & Wealth Management business is looking for an outstanding Sales professional to join us as a Business Development Director. You will be responsible … building and closing new business sales opportunities with a core focus on the UK market. Your target prospects will be wealth managers such as Private Banks, Advisers and Private Client Investment Managers. What you'll do: Using your outstanding relationship skills and existing network, you will maximise current More ❯
A leading corporate banking and capital markets organisation is seeking a Java Developer to join their team in London. Company Description: Commerzbank is a leading international commercial bank with branches and offices in almost 50 countries. The world is changing, becoming digital, and so are we. We are leaving … and Zurich. The business group is product-driven, manufacturing and distributing financial products for Corporate and Institutional clients as well as Retail distribution and PrivateBanking networks. Its competitive edge comes from product choice, product innovation and high quality pricing, execution, hedging and market making, together with the More ❯
london, south east england, United Kingdom Hybrid / WFH Options
Commerzbank AG
A leading corporate banking and capital markets organisation is seeking a Java Developer to join their team in London. Company Description: Commerzbank is a leading international commercial bank with branches and offices in almost 50 countries. The world is changing, becoming digital, and so are we. We are leaving … and Zurich. The business group is product-driven, manufacturing and distributing financial products for Corporate and Institutional clients as well as Retail distribution and PrivateBanking networks. Its competitive edge comes from product choice, product innovation and high quality pricing, execution, hedging and market making, together with the More ❯
CapitalatWork (part of the Foyer Group) is a dynamic and independent asset manager for private and professional clients. For 30 years, we have been building the added value of our clients' investment portfolios by applying our disciplined investment philosophy and our knowledge in estate planning. We manage assets of … systems. Your profile : You will have at least 5 years' experience in financial IT service, particularly in banking. You have in-depth knowledge of privatebanking activities (front office, middle office, and back-office processes and Olympic information system ( front and back end) You have familiarity with tools More ❯
Operate and enhance the operational procedures, processes and controls in the Alternatives service, whilst undertaking the day to day operational activities. Apply your specialist Private Equities/Credit and Hedge Funds knowledge, combined with your knowledge of the service and the systems to support the ongoing business. Conduct complex … client queries & internal issues. Prepare and support the preparation, monitoring and reporting on the RCSA (risk & control self-assessment) for teams in the UK PrivateBanking unit (including Operations, SWP and Technology) feeding the SIEL firm wide RCSA. Responsibilities include: Supporting the development, monitoring and maintenance of risk … Our UK office, located between London and Shoreditch, fosters innovation and creativity. We value our people and invest in your success, offering benefits like private medical care, online GP access, family leave, volunteer days, and employee networks. SEI Investments (Europe) Ltd is authorized and regulated by the FCA (FRN More ❯
ideally in financial technology consulting or in industry. Knowledge and/or experience in various ecosystem technologies/technology platforms within Wealth Management/PrivateBanking Knowledge and/or experience of Wealth Management/Investment Management front to back processes and operating model, including the client and … At Accenture in addition to a competitive basic salary, you will also have an extensive benefits package which includes 25 days' vacation per year, private medical insurance and 3 extra days leave per year for charitable work of your choice! Flexibility and mobility are required to deliver this role More ❯
the Wealth Management industry, apply now! Who are we? Wealth Dynamix helps to relieve the burden of client management issues for wealth management and privatebanking firms with innovative technology. We provide Relationship Managers with a multi-award winning digital Client Lifecycle Management (CLM) platform, offering 360-degree More ❯
In addition, employees are responsible for completing all required Risk Management training. What we need from you: A strong understanding of Wealth Management/Private Banking. Excellent presentation and written communication skills; being comfortable with and enjoying being in a client-facing role. Excellent organizational and analytical skills. SEI More ❯
Tiger Private is looking for an experienced Sales Manager for a leading fintech company providing premium financial solutions tailored for UHNW and HNW individuals. Our client services focus on high-limit digital transactions, customizable financial management for families and businesses, and exclusive luxury payment solutions. The Sales Manager will … be responsible for driving client acquisition and revenue growth. This role requires a strategic sales professional with experience in fintech, privatebanking, or luxury financial services. The ideal candidate will lead high-value client engagements, develop partnerships, and oversee the sales team to ensure strong market penetration, the … focus on the summer season to capture market opportunities. Key Qualifications 8+ years of experience in sales, business development, or relationship management in fintech, banking, or luxury financial services. Strong network of HNW/UHNW clients and family offices. Proven track record of exceeding sales targets and driving business More ❯
Tiger Private is looking for an experienced Sales Manager for a leading fintech company providing premium financial solutions tailored for UHNW and HNW individuals. Our client services focus on high-limit digital transactions, customizable financial management for families and businesses, and exclusive luxury payment solutions. The Sales Manager will … be responsible for driving client acquisition and revenue growth. This role requires a strategic sales professional with experience in fintech, privatebanking, or luxury financial services. The ideal candidate will lead high-value client engagements, develop partnerships, and oversee the sales team to ensure strong market penetration, the … focus on the summer season to capture market opportunities. Key Qualifications 8+ years of experience in sales, business development, or relationship management in fintech, banking, or luxury financial services. Strong network of HNW/UHNW clients and family offices. Proven track record of exceeding sales targets and driving business More ❯
City of London, London, United Kingdom Hybrid / WFH Options
Tiger Recruitment
Tiger Private is looking for an experienced Sales Manager for a leading fintech company providing premium financial solutions tailored for UHNW and HNW individuals. Our client services focus on high-limit digital transactions, customizable financial management for families and businesses, and exclusive luxury payment solutions. The Sales Manager will … be responsible for driving client acquisition and revenue growth. This role requires a strategic sales professional with experience in fintech, privatebanking, or luxury financial services. The ideal candidate will lead high-value client engagements, develop partnerships, and oversee the sales team to ensure strong market penetration, the … focus on the summer season to capture market opportunities. Key Qualifications 8+ years of experience in sales, business development, or relationship management in fintech, banking, or luxury financial services. Strong network of HNW/UHNW clients and family offices. Proven track record of exceeding sales targets and driving business More ❯
East London, London, United Kingdom Hybrid / WFH Options
Tiger Recruitment
Tiger Private is looking for an experienced Sales Manager for a leading fintech company providing premium financial solutions tailored for UHNW and HNW individuals. Our client services focus on high-limit digital transactions, customizable financial management for families and businesses, and exclusive luxury payment solutions. The Sales Manager will … be responsible for driving client acquisition and revenue growth. This role requires a strategic sales professional with experience in fintech, privatebanking, or luxury financial services. The ideal candidate will lead high-value client engagements, develop partnerships, and oversee the sales team to ensure strong market penetration, the … focus on the summer season to capture market opportunities. Key Qualifications 8+ years of experience in sales, business development, or relationship management in fintech, banking, or luxury financial services. Strong network of HNW/UHNW clients and family offices. Proven track record of exceeding sales targets and driving business More ❯
Tiger Private is looking for an experienced Sales Manager for a leading fintech company providing premium financial solutions tailored for UHNW and HNW individuals. Our client services focus on high-limit digital transactions, customizable financial management for families and businesses, and exclusive luxury payment solutions. The Sales Manager will … be responsible for driving client acquisition and revenue growth. This role requires a strategic sales professional with experience in fintech, privatebanking, or luxury financial services. The ideal candidate will lead high-value client engagements, develop partnerships, and oversee the sales team to ensure strong market penetration, the … focus on the summer season to capture market opportunities. Key Qualifications 8+ years of experience in sales, business development, or relationship management in fintech, banking, or luxury financial services. Strong network of HNW/UHNW clients and family offices. Proven track record of exceeding sales targets and driving business More ❯
Bury, Greater Manchester, United Kingdom Hybrid / WFH Options
Tiger Recruitment
Tiger Private is looking for an experienced Sales Manager for a leading fintech company providing premium financial solutions tailored for UHNW and HNW individuals. Our client services focus on high-limit digital transactions, customizable financial management for families and businesses, and exclusive luxury payment solutions. The Sales Manager will … be responsible for driving client acquisition and revenue growth. This role requires a strategic sales professional with experience in fintech, privatebanking, or luxury financial services. The ideal candidate will lead high-value client engagements, develop partnerships, and oversee the sales team to ensure strong market penetration, the … focus on the summer season to capture market opportunities. Key Qualifications 8+ years of experience in sales, business development, or relationship management in fintech, banking, or luxury financial services. Strong network of HNW/UHNW clients and family offices. Proven track record of exceeding sales targets and driving business More ❯
Altrincham, Greater Manchester, United Kingdom Hybrid / WFH Options
Tiger Recruitment
Tiger Private is looking for an experienced Sales Manager for a leading fintech company providing premium financial solutions tailored for UHNW and HNW individuals. Our client services focus on high-limit digital transactions, customizable financial management for families and businesses, and exclusive luxury payment solutions. The Sales Manager will … be responsible for driving client acquisition and revenue growth. This role requires a strategic sales professional with experience in fintech, privatebanking, or luxury financial services. The ideal candidate will lead high-value client engagements, develop partnerships, and oversee the sales team to ensure strong market penetration, the … focus on the summer season to capture market opportunities. Key Qualifications 8+ years of experience in sales, business development, or relationship management in fintech, banking, or luxury financial services. Strong network of HNW/UHNW clients and family offices. Proven track record of exceeding sales targets and driving business More ❯
Bolton, Greater Manchester, United Kingdom Hybrid / WFH Options
Tiger Recruitment
Tiger Private is looking for an experienced Sales Manager for a leading fintech company providing premium financial solutions tailored for UHNW and HNW individuals. Our client services focus on high-limit digital transactions, customizable financial management for families and businesses, and exclusive luxury payment solutions. The Sales Manager will … be responsible for driving client acquisition and revenue growth. This role requires a strategic sales professional with experience in fintech, privatebanking, or luxury financial services. The ideal candidate will lead high-value client engagements, develop partnerships, and oversee the sales team to ensure strong market penetration, the … focus on the summer season to capture market opportunities. Key Qualifications 8+ years of experience in sales, business development, or relationship management in fintech, banking, or luxury financial services. Strong network of HNW/UHNW clients and family offices. Proven track record of exceeding sales targets and driving business More ❯
Leigh, Greater Manchester, United Kingdom Hybrid / WFH Options
Tiger Recruitment
Tiger Private is looking for an experienced Sales Manager for a leading fintech company providing premium financial solutions tailored for UHNW and HNW individuals. Our client services focus on high-limit digital transactions, customizable financial management for families and businesses, and exclusive luxury payment solutions. The Sales Manager will … be responsible for driving client acquisition and revenue growth. This role requires a strategic sales professional with experience in fintech, privatebanking, or luxury financial services. The ideal candidate will lead high-value client engagements, develop partnerships, and oversee the sales team to ensure strong market penetration, the … focus on the summer season to capture market opportunities. Key Qualifications 8+ years of experience in sales, business development, or relationship management in fintech, banking, or luxury financial services. Strong network of HNW/UHNW clients and family offices. Proven track record of exceeding sales targets and driving business More ❯
Leeds, West Yorkshire, United Kingdom Hybrid / WFH Options
Tiger Recruitment
Tiger Private is looking for an experienced Sales Manager for a leading fintech company providing premium financial solutions tailored for UHNW and HNW individuals. Our client services focus on high-limit digital transactions, customizable financial management for families and businesses, and exclusive luxury payment solutions. The Sales Manager will … be responsible for driving client acquisition and revenue growth. This role requires a strategic sales professional with experience in fintech, privatebanking, or luxury financial services. The ideal candidate will lead high-value client engagements, develop partnerships, and oversee the sales team to ensure strong market penetration, the … focus on the summer season to capture market opportunities. Key Qualifications 8+ years of experience in sales, business development, or relationship management in fintech, banking, or luxury financial services. Strong network of HNW/UHNW clients and family offices. Proven track record of exceeding sales targets and driving business More ❯
Central London / West End, London, United Kingdom Hybrid / WFH Options
Tiger Recruitment
Tiger Private is looking for an experienced Sales Manager for a leading fintech company providing premium financial solutions tailored for UHNW and HNW individuals. Our client services focus on high-limit digital transactions, customizable financial management for families and businesses, and exclusive luxury payment solutions. The Sales Manager will … be responsible for driving client acquisition and revenue growth. This role requires a strategic sales professional with experience in fintech, privatebanking, or luxury financial services. The ideal candidate will lead high-value client engagements, develop partnerships, and oversee the sales team to ensure strong market penetration, the … focus on the summer season to capture market opportunities. Key Qualifications 8+ years of experience in sales, business development, or relationship management in fintech, banking, or luxury financial services. Strong network of HNW/UHNW clients and family offices. Proven track record of exceeding sales targets and driving business More ❯