Job Description Head of Software Delivery - PrivateBanking The Head of Software Delivery for PrivateBanking is responsible for leading the development and delivery of software solutions that support the bank's privatebanking operations. This includes managing core banking systems, Treasury systems … close collaboration with stakeholders to align technology initiatives with business objectives. Key Responsibilities: Strategic Leadership: Develop and implement the software delivery strategy for the privatebanking division, ensuring alignment with the bank's business goals. Lead the adoption and integration of best practices for software development, deployment, and … maintenance within the context of privatebanking operations. Stay abreast of emerging technologies and methodologies to enhance the bank's software delivery capabilities, particularly in core banking and financial systems. Project Management: Oversee the planning, execution, and delivery of software projects related to core banking, Treasury More ❯
The Head of Software Development for a Bank is responsible for leading the development and delivery of software solutions that support the bank's privatebanking operations. This includes managing core banking systems, Treasury systems, Finance systems, and ensuring the efficient operation of Equation and SQL Server … close collaboration with stakeholders to align technology initiatives with business objectives. Key Responsibilities: • Strategic Leadership: • Develop and implement the software delivery strategy for the privatebanking division, ensuring alignment with the banks business goals. • Lead the adoption and integration of best practices for software development, deployment, and maintenance … within the context of privatebanking operations. • Stay abreast of emerging technologies and methodologies to enhance the banks software delivery capabilities, particularly in core banking and financial systems. • Project Management: • Oversee the planning, execution, and delivery of software projects related to core banking, Treasury systems, Finance More ❯
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 ❯
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. Complex query … client queries & internal issues. Preparing and supporting 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 … Operational Resilience framework in line with The Bank of England, Financial Conduct Authority ('FCA') and Prudential Regulatory Authority ('PRA') requirements. SIEL business units comprise PrivateBanking, Institutional Asset Management and Asset Management Distribution. Responsibilities include: Interpretation of regulatory expectations on Operational Resilience frameworks Identification of existing frameworks and More ❯
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 ❯
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 … reliability engineering. • Develop and document operational processes to ensure consistency and knowledge sharing. Essential Knowledge & Experience: 2 years of experience of experience in Cloud (private public deployments) engineering and support roles Bachelor's degree in Computer Science, Engineering, or a related field. Experience with monitoring and observability tools (e.g. 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 … reliability engineering. • Develop and document operational processes to ensure consistency and knowledge sharing. Essential Knowledge & Experience: 5 years of experience of experience in Cloud (private public deployments) engineering and support roles Bachelor's degree in Computer Science, Engineering, or a related field. Experience with monitoring and observability tools (e.g. 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 … reliability engineering. • Develop and document operational processes to ensure consistency and knowledge sharing. Essential Knowledge & Experience: 10 years of experience of experience in Cloud (private public deployments) engineering and support roles Bachelor's degree in Computer Science, Engineering, or a related field. Experience with monitoring and observability tools (e.g. 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 … gain commitment through developing, coaching, motivating, energising and inspiring team members. Desirable knowledge & Experience: Previous experience of working in a transformational environment in the Banking industry. Strong customer awareness and a proven track record of ensuring customers and the Business is always at the forefront of decision making. Experience 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. Complex query … client queries & internal issues. Preparing and supporting 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 … Operational Resilience framework in line with The Bank of England, Financial Conduct Authority ('FCA') and Prudential Regulatory Authority ('PRA') requirements. SIEL business units comprise PrivateBanking, Institutional Asset Management and Asset Management Distribution. Responsibilities include: Interpretation of regulatory expectations on Operational Resilience frameworks Identification of existing frameworks and More ❯
Somerset, England, United Kingdom Hybrid / WFH Options
IDEX Consulting Ltd
navigating outdated platforms? My client is redefining how financial advice is delivered — using a next-generation, end-to-end platform powered by AI , open banking integration , and real-time property data feeds . Our tech-enabled model drastically improves adviser efficiency by automating time-consuming tasks — including AI-generated … focused on medical professionals Grow and manage your client base, using our cutting-edge tech stack Leverage AI-driven suitability reports and integrated open banking feeds Provide holistic, compliant financial advice across pensions, investments, protection, and more Build and maintain long-term relationships with individuals, families, and high-net … worth clients Collaborate with our privatebanking and family office partners to expand your network and offering What We Offer Inherited book of warm, loyal clients in the Taunton/Somerset area Competitive base, performance bonus. Progression opportunity to senior partner. A fully integrated AI platform that significantly More ❯
bath, south west england, united kingdom Hybrid / WFH Options
IDEX Consulting Ltd
navigating outdated platforms? My client is redefining how financial advice is delivered — using a next-generation, end-to-end platform powered by AI , open banking integration , and real-time property data feeds . Our tech-enabled model drastically improves adviser efficiency by automating time-consuming tasks — including AI-generated … focused on medical professionals Grow and manage your client base, using our cutting-edge tech stack Leverage AI-driven suitability reports and integrated open banking feeds Provide holistic, compliant financial advice across pensions, investments, protection, and more Build and maintain long-term relationships with individuals, families, and high-net … worth clients Collaborate with our privatebanking and family office partners to expand your network and offering What We Offer Inherited book of warm, loyal clients in the Taunton/Somerset area Competitive base, performance bonus. Progression opportunity to senior partner. A fully integrated AI platform that significantly 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 ❯
Solution Architect that centers around implementing and enhancing Avaloq within a growing team as part of the programme, aiming to broaden service delivery in banking and credit into investment and custody operations. The role: Implement and tailor the Avaloq solution for banking and credit services. Collaborate with other … Conduct interviews with potential candidates for team expansion. Key Skills and Experience Proven experience as a Solution Architect on Avaloq implementation or large-scale banking transformation projects. Strong working knowledge of Avaloq Core Banking, including model-based configuration, core modules (eg, client data, payments, securities), parameterization and module … integration. Experience with UK privatebanking or wealth management operating models and regulatory considerations. Deep understanding of enterprise integration architecture, data flows, and common Middleware patterns. Familiarity with secure software delivery, data protection (GDPR), and financial regulatory compliance (eg, MiFID II, SMCR, AML/KYC). Familiarity with More ❯
Senior Business Analyst Edinburgh (GB) • London (GB) LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the privatebanking group LGT, which is in turn owned by the Princely Family of Liechtenstein. When we set up LGT Wealth Management in 2008, our aim was … as directed by the Lead Business Analyst. Your profile Key Skills, Experience, and Competency Requirements: Experience as a Business Analyst in a regulated environment (banking, financial services, wealth management). Proven ability to facilitate stakeholders in drawing out clear, focused, and unambiguous requirements. Proficiency in visualisation tools such as More ❯
Senior Business Analyst Edinburgh (GB) • London (GB) LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the privatebanking group LGT, which is in turn owned by the Princely Family of Liechtenstein. Our aim is to offer a fresh approach to wealth management. Our … as directed by the Lead Business Analyst. Your profile Key Skills, Experience, and Competency Requirements: Experience as a Business Analyst in a regulated environment (banking, financial services, wealth management). Proven ability to facilitate stakeholders in drawing out clear, focused, and unambiguous requirements. Proficiency in visualisation tools such as More ❯
creation of Visio workflows. Skills in Power BI to create data visualisations. Knowledge/Skills: An understanding of Financial Services industry sectors, specifically Wealth, PrivateBanking & Commercial Banking. Excellent inter-personal & influencing skills; ability to communicate with stakeholders: Project Management, Testers, Application Support, Development, Infrastructure teams. Good understanding More ❯
LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the privatebanking group LGT, which is in turn owned by the Princely Family of Liechtenstein. When we set up LGT Wealth Management in 2008, our aim was to offer a fresh approach to wealth More ❯
LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the privatebanking group LGT, which is in turn owned by the Princely Family of Liechtenstein. When we set up LGT Wealth Management in 2008, our aim was to offer a fresh approach to wealth More ❯
We are seeking a versatile Project Manager/Business Analyst (hybrid) with a strong background in both business and technology projects, specifically in the banking and financial services sector. The ideal candidate will possess an in-depth knowledge of digital platforms, front and back-office processes and technologies, and … in modelling techniques like BPMN and UML. Strong organisational skills with a proactive mind-set. Experience & Qualifications: Required: 5+ years in Financial Services/Banking, with exposure to front-office (Corporate and PrivateBanking) and related back-office functions. 5+ years as a Business Analyst and Project More ❯
through an 'in-house' consulting/project development and transformation role (e.g., group strategy/corporate development) gained within a large wealth management or privatebanking organisation Knowledge and a personal viewpoint on key trends, including front-to-back operating models, emerging products and services Knowledge and a … At Accenture in addition to a competitive basic salary, you will also have an extensive benefits package which includes 30 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 ❯
We are working with a growing FinTech Wealth Management firm in London who deliver institutional style solutions to highly sophisticated private clients. They are looking to hire at the analyst level currently, to work as part of their growing client facing financial planning and investment solutions team. This is … are 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 … an experience of applied financial modelling and financial planning, 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 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 ❯
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 ❯