18 of 18 Wealth Management Jobs in the City of London

Leading Big 4 consultancy in London is now looking for an accomplished Senior Manager to join their thriving Asset and Wealth Management team on a permanent basis. The ideal candidate will have previous consulting experience and have ideally worked with renowned Asset or Wealth Management firms. However, due to the urgency of the role they will … excellent benefits package. To be considered for this role you will need some of the following; Must have consulting/advisory experience within Financial Services. Experience working with Asset & wealth Management firms – very beneficial. Experience as a Project/Programme Management or Workstream Lead for complex transformation projects within financial services. Experience of target operating model design … and implementation as well as designing future state Operating models. Knowledge of the full Asset Management value chain (Front, Middle and Back Office). – beneficial Experience working on Middle Office Outsourcing programmes. – beneficial Experience of working with Private Markets platforms – ie, eFront, Mercatus, Yardi and MRI etc. – beneficial Possesses excellent communication and stakeholder management skills. If you are More ❯

Client Engagement & Support Manager UK (Hybrid/Flexible Hours) | 🕒 Full-time | 💼 SaaS/Investment & Wealth Management Tech Salary: Up to £70,000 Annapurna Recruitment is partnering with a growing technology business in the investment and wealth management space to find a Client Engagement & Support Manager . This is a pivotal, client-facing leadership role, bridging the … upsells, cross-sells, and service improvements within the client base What You’ll Bring 7–10 years’ experience, including 3+ years in a client-facing role (Customer Success, Account Management, Technical Project Management) and 2+ years leading application/technical support teams Strong track record managing SLAs, escalations, and service delivery in a technology-driven environment Confident communicator … able to translate complex technical issues into clear, client-friendly language Experience working across time zones and managing distributed teams Knowledge of investment, wealth management, or financial technology is advantageous Flexible to work between 7am–9pm as needed to support global clients Why Join? Play a key role in shaping client relationships in a growing, high-value sector More ❯

Manager - Data & AI (Investment & Wealth Management) London or Edinburgh office (Hybrid - 3 days p/w) Up to £75,000 + benefits We’re hiring on behalf of a leading consultancy for an experienced Data Architect/Manager to join their growing Investment & Wealth Management team. This is a client-facing leadership role ideal for someone … solution architecture and help develop taxonomies, models, and governance frameworks. Required Experience Proven experience in a consultancy or client-facing environment. Strong domain knowledge in Investments and/or Wealth Management (e.g. portfolio management, risk, market data, ESG). Deep understanding of data disciplines: architecture, modelling, quality, reference/master data, analytics, BI. Track record of leading More ❯

a Seismic expert who thrives on solving complex challenges, streamlining processes, and making a tangible impact? This is your chance to join one of the UK’s most respected wealth managers, trusted for generations to manage and preserve clients’ wealth. Working at the heart of the City in stunning offices (2 days per week, hybrid or remote option offered … transform the way front-office teams create and deliver client materials. You’ll be hands-on designing and implementing Seismic LiveDoc solutions , integrating Seismic with external systems, and ensuring wealth management teams deliver industry-leading client experiences . What you’ll be doing Designing and building advanced Seismic LiveDoc solutions to improve client-facing documents and automate manual … and variable formulae. Experience integrating Seismic with external data sources via APIs/dataloaders . Track record of delivering major Seismic projects in a financial services or asset/wealth management environment. Excellent stakeholder management skills – able to bridge IT, Marketing, and Front Office teams. What’s in it for you? Join a prestigious wealth manager More ❯

This role is a 12 month FTC The Company: An established and widely known Wealth Management firm. The Role: The Business Analyst will work with the Investment Operations and Custodian Services business teams to drive technological, regulatory and business improvements across the Investment Operations department. The successful candidate must have Business Analyst experience specifically within Investment Operations. The … Business Analyst will focus on implementing change within the Investment Operations function to meet the needs of a rapidly growing Wealth Management business, ensuring a smooth and efficient service is delivered to clients and business units. The Business Analyst will provide analytical support across the Investment Operations and Custodian department to keep pace with the changing environment. Support … Analyst experience specifically within Investment Operations. Advanced Excel (specific experience with data analysis) Experience with BI visualisation tools (e.g. Power BI) SQL is desirable, or a willingness to learn Wealth management and/or Financial Services experience, gained within an Investment Operations support environment Strong analytical skills with the ability to collect, organise, validate and draw conclusions from More ❯

This role is a 12 month FTC The Company: An established and widely known Wealth Management firm. The Role: The Business Analyst will work with the Investment Operations and Custodian Services business teams to drive technological, regulatory and business improvements across the Investment Operations department. The successful candidate must have Business Analyst experience specifically within Investment Operations. The … Business Analyst will focus on implementing change within the Investment Operations function to meet the needs of a rapidly growing Wealth Management business, ensuring a smooth and efficient service is delivered to clients and business units. The Business Analyst will provide analytical support across the Investment Operations and Custodian department to keep pace with the changing environment. Support … Analyst experience specifically within Investment Operations. Advanced Excel (specific experience with data analysis) Experience with BI visualisation tools (e.g. Power BI) SQL is desirable, or a willingness to learn Wealth management and/or Financial Services experience, gained within an Investment Operations support environment Strong analytical skills with the ability to collect, organise, validate and draw conclusions from More ❯

Developer) We have several fantastic 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 Azure SQL. Our client will provide training in: .NET 9, JavaScript, React, Angular 19, Microservices, Vue.js, TypeScript, Azure, AWS, Web API 2, Entity Framework More ❯

Salesforce Developer: A super cool Fintech start up who are disrupting the wealth management/financial advice space are looking to add a Salesforce Developer to their existing Salesforce team. Their mission statement is to make wealth management accessible to everyone in the UK, no matter their financial status and they're hoping you might be More ❯

Location: London (Hybrid – 4 days in office, 1 day WFH) Type: initial 6-Month Contract Rate: £700–£800 per day inside IR35 Leading Asset and Wealth Manager is looking for an experienced Six Sigma Green Belt or (ideally) Black Belt to join their Change Office of dedicated initiative delivery and practice experts who are leading strategic initiatives right across … Operating Models across UK and APAC regions to increase scale and efficiency. The person we are looking for will have a strong track record working in financial services OR management consulting maximizing value by developing and facilitating initiative approaches, including benefits realization, governance structures, change management, ideally working a central business change or transformation function. RESPONSIBILITES Process Re … team by providing clear messages to team without ambiguity and identifies communication barriers within the team Maintains team morale by reinforcing positive work environment and recognizes others' accomplishments Change Management Builds a change management strategy and plan as part of the delivery of an effort. Work with the Senior Management if additional change management expertise is More ❯

Location: London (Hybrid – 4 days in office, 1 day WFH) Type: initial 6-Month Contract Rate: £700–£800 per day inside IR35 Leading Asset and Wealth Manager is looking for an experienced Six Sigma Green Belt or (ideally) Black Belt to join their Change Office of dedicated initiative delivery and practice experts who are leading strategic initiatives right across … Operating Models across UK and APAC regions to increase scale and efficiency. The person we are looking for will have a strong track record working in financial services OR management consulting maximizing value by developing and facilitating initiative approaches, including benefits realization, governance structures, change management, ideally working a central business change or transformation function. RESPONSIBILITES Process Re … team by providing clear messages to team without ambiguity and identifies communication barriers within the team Maintains team morale by reinforcing positive work environment and recognizes others' accomplishments Change Management Builds a change management strategy and plan as part of the delivery of an effort. Work with the Senior Management if additional change management expertise is More ❯

Seismic Platform Presentations Executive 6-month contract £60,000 City of London - Hybrid working Large and highly esteemed FTSE 250 listed wealth manager based in stunning offices in the heart of the City are looking for an experienced Seismic Presentations Executive to join them on an initial 6-month contact basis. This company provide individual investment and wealth management services for private clients, charities, trustees and professional partners. They have an exceptional reputation in the market and have been trusted for generations to manage and preserve their clients wealth. This new role will be working on a hybrid basis of 3 days from home, and 2 days per week in the London offices, and the annual … and delivering complex Seismic implementation projects, with demonstrable efficiency gains and scalability Cross-team enablement experience incorporating IT, Marketing, Front Office and other stakeholders from Group teams as required Wealth/Asset Management experience Opportunities for personal growth in role: Delivering solutions which will significantly improve Front Office teams' ability to deliver industry-leading client documents and customised More ❯

If you’re looking for a role where you can continue to make an impression, take the next step at HSBC where your contributions will always be valued. International Wealth and Premier Banking (IWPB) helps deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs. Digital Platforms in WPB is responsible for the core Mobile and Browser based platforms for meeting the everyday banking needs of HSBC Wealth & Personal Banking’s customer base. … Mobile Active customers over the last 4 years to our current traffic of 2 billion visits per year globally. This role is part of a team of digital product management experts who are assigned to Digital Platforms Value Stream to support the development of market leading digital journeys and experiences and directly contributes to the effective and efficient delivery More ❯

If you’re looking for a role where you can continue to make an impression, take the next step at HSBC where your contributions will always be valued. International Wealth and Premier Banking (IWPB) helps deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs. Digital Platforms in WPB is responsible for the core Mobile and Browser based platforms for meeting the everyday banking needs of HSBC Wealth & Personal Banking’s customer base. … Mobile Active customers over the last 4 years to our current traffic of 2 billion visits per year globally. This role is part of a team of digital product management experts who are assigned to Digital Platforms Value Stream to support the development of market leading digital journeys and experiences and directly contributes to the effective and efficient delivery More ❯

of working with some of the world's largest financial institutions. With offices in London, New York, and Dubai, it has delivered significant transformation and change for both Banking, Wealth Management and Insurance clients globally. It is practitioner-led: its consultants are Subject Matter Experts drawn from all sectors of Financial Services and have deep industry experience and … Financial Services consulting or advisory roles. Strong understanding of AI applications in finance, particularly in fraud detection, credit risk, and regulatory compliance. Experience with AI governance frameworks, model risk management, and compliance standards. Knowledge of operational resilience frameworks, including DORA, PRA/FCA resilience requirements, or similar regulations. Track record of delivering gap assessments, resilience testing, and regulatory readiness More ❯

SENIOR PROJECT MANAGER Central London (West End) Financial Services & Wealth Management £(Apply online only) per day. Outside IR35. Hybrid Working Available Hunter Executive Search is delighted to be representing a dynamic financial services organisation based in Central London in search of a talented Project Manager. This is an exciting chance to become part of a growing team on … Manager with stakeholders and end users is essential in aligning the Workday platform with the evolving needs of the business. Key Requirements: - Background in HR transformation project or programme management - Demonstrated success in project delivery, preferably with large user bases - Experience in managing large-scale post-implementation changes - Ability to handle projects in multiple locations - Proficient in engaging with … system implementation (SI) partners - Knowledge of project management methodologies such as PRINCE2, Agile, and waterfall methodologies This role presents an amazing opportunity to have a significant impact on a crucial project within a forward-thinking organisation. If you have the necessary skills and experience as a Project Manager, we encourage you to apply and join our client in Central More ❯

My client within wealth management is currently looking for a salesforce admin to join the team. Primary Responsibilities 1st line of support for all primary CRM users Provision of training to ensure user consistency and to support roll out of any new functionality Support CRM administration tasks including but not limited to, new user set-up, managing user More ❯

opportunities, allowing you to take on a new challenge, and develop your skills. Bring your knowledge of our brand to a new role and grow yourself further. Our International, Wealth and Premier Banking business supports millions of individuals, families, business owners, investors and entrepreneurs worldwide. We provide products and services that include current accounts, credit cards, personal loans and … mortgages, as well as savings, investments, insurance and wealth management. Digital Platforms in IWPB is responsible for the core Mobile and Browser based platforms for meeting the everyday banking needs of HSBC Wealth & Personal Banking’s customer base. Supporting 36 markets and up to 20m customer daily, the team is focussed on three key platforms: 1) Mobile Platform … Mobile Active customers over the last 4 years to our current traffic of 2 billion visits per year globally. This role is part of a team of digital product management experts who are assigned to Digital Platforms Value Stream to support the development of market leading digital journeys and experiences and directly contributes to the effective and efficient delivery More ❯

opportunities, allowing you to take on a new challenge, and develop your skills. Bring your knowledge of our brand to a new role and grow yourself further. Our International, Wealth and Premier Banking business supports millions of individuals, families, business owners, investors and entrepreneurs worldwide. We provide products and services that include current accounts, credit cards, personal loans and … mortgages, as well as savings, investments, insurance and wealth management. Digital Platforms in IWPB is responsible for the core Mobile and Browser based platforms for meeting the everyday banking needs of HSBC Wealth & Personal Banking’s customer base. Supporting 36 markets and up to 20m customer daily, the team is focussed on three key platforms: 1) Mobile Platform … Mobile Active customers over the last 4 years to our current traffic of 2 billion visits per year globally. This role is part of a team of digital product management experts who are assigned to Digital Platforms Value Stream to support the development of market leading digital journeys and experiences and directly contributes to the effective and efficient delivery More ❯