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, Finance systems, and ensuring the efficient operation of Equation and SQL Server … strategic leadership, project management, and 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 systems, Finance systems, and Equation. Ensure projects are delivered on time, within scope, and within More ❯
Development with MS SQL Server 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 environments. The Client would like … strategic leadership, project management, and 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 systems, Finance systems, and Equation. Ensure projects are delivered on time, within scope, and within More ❯
SAAS Sales Executive - PrivateBanking - Fintech We are seeking a highly motivated and bright SAAS Sales Executive to join our growing team at Wealth Dynamix, an award-winning FinTech firm based in London. The role offers an exciting opportunity to be part of one of the fastest-growing FinTech companies in Europe, focusing on delivering innovative Client Lifecycle … Management solutions to the wealth management industry. About Us Wealth Dynamix provides digital solutions to simplify client management for wealth management and privatebanking firms. Our flagship product is a multi-award-winning digital Client Lifecycle Management (CLM) platform. We operate globally with offices and clients across three continents, headquartered in the UK. Role Overview The SAAS Sales More ❯
Business Analyst - Service Strategy and Optimisation Arbuthnot Latham has been associated with banking since 1833. We combine private and commercial banking, wealth planning and investment management. We believe in traditional relationship and service-led banking powered by modern technology. Job purpose The Business Analyst (BA), Service Strategy and Optimisation will play a critical role in defining … and enabling exceptional client service and operational excellence through business process and technology change. The BA will identify, define, and enable change within our Banking Systems, processes, and Platforms. By collecting, analysing, and interpreting data from various sources, the BA will support the Digital Transformation Roadmap and project portfolio. To succeed, the BA will need to build a deep … of SSO in creating and delivering a comprehensive Client Service Excellence Strategy. This strategy will drive a focused approach to end-to-end client service across key journeys for private, commercial, and wealth management clients, ensuring a seamless and operationally effective experience. This includes cross-functional processes. Client Journey Mapping : As we deliver enhancements to our client journeys, be More ❯
IIBA (International Institute of Business Analysis)
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and privatebanking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to … lenders Work alongside joint venture partners on prospective acquisitions Investment Committee reporting Disposal strategy and execution Required Qualifications, Capabilities And Skills Experience or specialization in real estate, in a private equity firm or investment banking Highly motivated and a self-starter with a strong work ethic Strong quantitative and analytical skills Ability to work both independently and in … health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and privatebanking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. More ❯
The SWP Change Team (UK) is accountable for the success of all implementation and conversion activities within the SEI (UK) PrivateBanking Wealth Platform Business. The SWP Change team provides standardised project management, consulting, queue management, project execution, specialised product support (SMEs), and communication to the client firm and SEI organisations.The Senior BA will be responsible for leading … relationship management and client service teams to ensure clean hand-off to ongoing servicing relationship. What we need from you: • Ideally degree educated (or equivalent) with Wealth Management or PrivateBanking industry experience.This should include a working knowledge of the industry dynamics, business strategies, products and operating platforms • Significant experience in delivering a variety of projects withinfinancial services … a healthy, happy and motivated 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 not forgetting free fruit. SEI More ❯
Product Manager - Custody, Trading and Investment (12 month FTC) 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 to offer a fresh approach to … Investment Services Experience leading teams in an agile setting, delivering continuous change into a production environment Has worked in financial services setting, preferably within Asset Management, Wealth Management or PrivateBanking Excellent spoken and written English. Interested in the role? Complete the online application. We look forward to getting to know you. Discover more about LGT Wealth Management More ❯
IIBA (International Institute of Business Analysis)
s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the … requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and privatebanking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. More ❯
database environments. This position will be within a team of existing DBAs that cover Oracle, Postgres and SQLServer Your working environment At ABN AMRO we have a clear purpose: Banking for better, for generations to come . The shift towards sustainability is one of the most important challenges of our time. Supporting our clients at times that matter has … We want to be the bank that leads the way. ABN AMRO is an enterprising bank with a primary focus on Northwest Europe. We serve clients in the retail, privatebanking and corporate banking sectors. We are also present internationally in a number of specialist activities, such as Corporate and Commercial Banking, Asset Based Finance and … Clearing. ABN AMRO UK , part of our Corporate Banking network, has established positions in Corporate & Institutional Clients, Financing Solutions (Project and Leveraged Finance), Markets (Capital Markets, Sales & Trading), Transaction Banking, Asset Based Finance and Clearing. Our business lines are supported by a number of functions such as Risk, Compliance, Legal, IT, Finance (including Tax), Business Management and Human More ❯
database environments. This position will be within a team of existing DBAs that cover Oracle, Postgres and SQLServer Your working environment At ABN AMRO we have a clear purpose: Banking for better, for generations to come . The shift towards sustainability is one of the most important challenges of our time. Supporting our clients at times that matter has … We want to be the bank that leads the way. ABN AMRO is an enterprising bank with a primary focus on Northwest Europe. We serve clients in the retail, privatebanking and corporate banking sectors. We are also present internationally in a number of specialist activities, such as Corporate and Commercial Banking, Asset Based Finance and … Clearing. ABN AMRO UK , part of our Corporate Banking network, has established positions in Corporate & Institutional Clients, Financing Solutions (Project and Leveraged Finance), Markets (Capital Markets, Sales & Trading), Transaction Banking, Asset Based Finance and Clearing. Our business lines are supported by a number of functions such as Risk, Compliance, Legal, IT, Finance (including Tax), Business Management and Human More ❯
and professional growth. We are 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 for establishing, 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 relationships and enjoy developing new ones, prospecting target clients, developing relationships, executing a … a healthy, happy and motivated 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 not forgetting free fruit twice More ❯
IIBA (International Institute of Business Analysis)
investment arm of J.P. Morgan Asset Management. With $216 billion in assets under management and 330+ investment professionals, we offer strategies across the alternative investment spectrum, including real estate, private equity and credit, infrastructure, transportation, timber, liquid alternatives, and hedge funds. The Technology Leader is a critical executive role tasked with steering strategic direction, spearheading digital transformation, and overseeing … Extensive experience in technology leadership roles within the financial services industry. Proven track record of delivering digital transformation projects and innovative technology solutions. Deep domain expertise in asset management, private equity, and the shipping industry. Experience in delivering technology projects in the shipping industry, including data analytics platforms. Hands-on experience with a variety of technologies such as Microservices … health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and privatebanking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. More ❯
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations … borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data, and design. PRIVATE WEALTH MANAGEMENT (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra-high net worth individuals and families, as well as select … endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities, and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic More ❯
Date: 8 Jul 2025 Requisition ID: Senior Consultant, Trade & Transaction Reporting, Wealth & Asset Management Our UK Consulting capability helps our Financial Services clients in Capital Markets, Wealth, Asset Management, PrivateBanking and Market Infrastructure to deliver complex business and regulatory transformation, enabled by technology. The opportunity You'll have the opportunity to work on business-critical engagements. In … MAS, HKMA, CFTC, SMMD and MMSR. Run The Bank and/or Change The Bank experience in the aforementioned regulations A successful track record and deep experience in investment banking technology and data, gained through time spent in top tier consultancies, software vendors and/or leading investment banks or wealth and asset management, Strong understanding of front to … office and risk functions in particular Deep understanding of the capital markets ecosystem (sell side, buy side, FMIs, service providers, vendors) A point of view on how the investment banking industry will continue to evolve and in particular how the technology, innovation and FinTech landscape will shape the future. Technical skills Large scale risk and regulation programme delivery (Agile More ❯
Project Manager/Business Analyst 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 will be adept at driving … end requirements, coupled with adeptness 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 Manager on significant change and More ❯
analysis activities for Customer Due Diligence (CDD) and client onboarding/offboarding initiatives. Support the design and implementation of an intelligence-led client exit process across Corporate, Investment, and PrivateBanking units. Gather, document, and validate business and functional requirements for exiting high-risk clients based on internal intelligence or external regulatory/legal obligations. Analyse client profiles … Skills & Experience Proven experience as a Business Analyst within Financial Crime , Compliance , or AML domains. Prior involvement in intelligence investigations , client risk exits , or customer offboarding programmes in a banking environment. Strong understanding of financial crime risk typologies, including AML , sanctions , and fraud . Familiarity with regulatory expectations from bodies such as the FCA , PRA , OFSI , and global regulators 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 management. Alongside the LLP we also have two other entities … detail. Proven ability to meet project deadlines. Project professionalism, enthusiasm and a willingness to achieve results. At least 3 years experience as a Developer, in a regulated environment (e.g. banking/financial services/wealth management) Experience using Figaro Experience using JIRA Experience with See/Change source control, TDD, and agile development methodologies would be beneficial Do you 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 management. Alongside the LLP we also have two other entities More ❯
data analysis and documentation skills - experience with Excel, JIRA, Confluence, Visio, etc. Key Responsibilities Support the design and delivery of the intelligence-led exits process across Corporate, Investment, and PrivateBanking units. Gather, document, and validate business and functional requirements for exiting high-risk customers based on internal intelligence or external regulatory/legal obligations. Analyze client profiles More ❯
are looking to appoint a sales leader to 'take them to the next level'. The company has market leading investment distribution technology solutions for wealth management firms and private banks which revolutionises the workflows of their clients. They have done phenomenally well to date with a small international sales & account management team reporting direct to the CEO, but … for that next career step up into a player coach team leadership role. Ideally you have strong industry experience in selling technology solutions to wealth management and/or privatebanking firms. The ability to assess market and customer needs and then develop commercial strategies and organisational practices that will ensure long term success. An ability to develop More ❯