4 of 4 Remote Private Banking Jobs in London

SAAS Sales Executive - Private Banking - 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 private banking 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 ❯

The SWP Change Team (UK) is accountable for the success of all implementation and conversion activities within the SEI (UK) Private Banking 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 Private Banking 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 ❯

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 Private Banking 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 ❯

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 private banking 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 ❯