51 to 75 of 88 Permanent Wealth Management Jobs

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 »

need to drive better sales results, which helps sales teams be the best version of themselves. They work within industries such as banking, pharmaceuticals, wealth management and asset management sectors. They are looking to mirror this work within the UK, which has left them with the need 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 »

United Kingdom Compliance, Legal, Management and Business Support Group Functions Job Reference # 285986BR City London Job Type Full Time Your role • Advising UBS entities in UK, Jersey and Guernsey on data privacy matters and operational implications for the organization including advice on permissibility of personal data collection and … regulator reports on personal data processing records for all in-scope entities. • Prepare communication with and reporting to the local data protection supervisory authority. • Management and resolution of ad hoc issues and questions. • Support other Data Protection SME’s in the implementation of the Data Protection Office Processes that … with ability to synthesize and express complex issues into concrete outcomes. 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 »

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 »

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 »

Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. … non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealth management services and qualified intermediary services for tax-deferred exchanges. Why join us? An award-winning culture! We are rated a Top Workplace … to professional development. We provide a safe and supportive working environment. Position Summary Identity Governance Administration (IGA) is a sub-discipline within Identity Access Management & Governance, Information Security. This discipline is responsible for reviewing and enforcing identity security controls; mapping IAM functions to compliance requirements and supporting risk-compliance 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 »

footprint with around 2,500 colleagues in 12 countries, and more than 160 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 … 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 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 »

Client Controls Business Analyst - £57,000 - London or Newcastle - Hybrid I am currently looking for an experienced Risk Analyst to join a leading asset management company in the UK This position would suit someone who has at least 2 years experience in a client facing risk analyst role, and … who ideally has a background in the asset/wealth management industry. This position will involve identifying, analysing and mitigating operational risk issues across the client facing teams in the company. You will need the following: Microsoft Office skills to analyse data quickly and confidently. Business support skills … to align with client-facing teams. An appreciation of risk management and the ability to identify risks. Strong collaboration and problem-solving skills. Capable of building relationships and communicating effectively. The company have a very strong reputation on the market and offer impressive benefits and flexibility for their employees. 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 »

and greeting at the office You will be responsible for business submission using bespoke software. Your role will involve day-to-day use and management of the Practices CRM database You will keep the back-office system updated maintaining live files and case notes You will be responsible for … bespoke software Excellent literacy, numeracy, and communication skills Strong attention to detail and able to problem solve and think on your feet Good time management and planning skills It is essential that you are confident in dealing with colleagues, third parties and can work with honesty, integrity, and total … discretion St. Jamess Place plc (SJP) is a leading, a highly regarded FTSE 250 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £179bn. This business more »

and offering support as required in this people centric business. The Role : You will be working with the Partner in all aspects of office management including: Preparing letters, presentations and reports Preparing all documentation for the Partners meetings Ensuring client information is recorded accurately Dealing with third parties on … Strong problem-solving skills You are a self-starter and able to work with little or no supervision You are reliable with proven office management, administrative or personal assistant experience You will have contact with clients, and it is essential that you are confident in dealing with third parties … professional service environment or have a financial background with relevant qualifications. St. Jamess Place plc (SJP) is a leading, a highly regarded FTSE 250 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has more »

role would suit someone who has experience in service-related roles, and who is looking to develop their professional career in Financial Services and Wealth Management. This role is the first step to develop your career in a Bristol-based FTSE 250 Wealth Management company. You will … with other teams within the business and external companies Supporting the team's risk and control activities to ensure good client outcomes and risk management culture About you We invest in our teams - we don't require you to have a background in financial services. A successful candidate must more »

footprint with around 2,500 colleagues in 12 countries, and more than 160 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 »

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 »

We are currently seeking a Client Service Specialist to join a well-established financial wealth management company based in Swindon. If you have passion for the financial industry and experience within a similar role this is a great opportunity to join a fast growing, encouraging and nurturing business more »

support towards Diploma Opportunity to progress through the business Auto-enrolment pension Employee-owned business Skills and experience required: Previous experience working in a wealth management/financial planning firm Good technical knowledge in pensions, protection and investments Excellent communication skills Someone who takes pride in their organisation more »