26 to 50 of 56 Wealth Management Jobs in London

of both covered and peer companies; Analysis of industry data, trends and related company strategies; Developing detailed financial models for covered companies; Interaction with management teams and engagement with Corporate Broking to maintain existing corporate relationships and develop new relationships; Publishing thematic stock and sector research notes for institutional … been a strategic advisor to entrepreneurs, families, private and public companies for over 145 years. We are a full service, investment-led business offering wealth management, asset management and investment banking services. How we work is equally important to us. Deeply proud of our heritage and reputation more »

conjunction with other compliance team members. Establish scope, conduct and document testing, write up output into digestible format suitable for reporting to the local Management Boards. Use existing work flow tool to perform surveillance activities. Tracking issues to ensure resolution. Regulatory reporting – submission of Compliance reporting to the FCA. … or Reg Data and assisting other members of the team in the submission of short selling reporting, takeover panel reporting and majority shareholding reporting. Management Information – Produce high quality, informative and accurate Management Information regarding the status of the Compliance Monitoring Programme, AML statistics and other Compliance data. … business by working with other members of the Compliance team to assist with the implementation of Regulatory change EXPERIENCE REQUIRED: 3-5 years Asset Management/Wealth Management Compliance experience. Strong knowledge and understanding of the financial services industry, the market participants, products and services provided, and more »

environments previously. Experience with Microservices and event driven architecture would be beneficial as would experience of working with trading for an investment bank, asset management or wealth management company previously. For these roles you will need to be on site for 3 days a week and they more »

functional testing and typescript/Javascript would be advantageous. The applications you will working on are trading applications so experience within investment banking, asset management or wealth management would be a distinct advantage. For these role you will need to be on site 3 days per week more »

About Customer Lifecycle Management (CLCM) Team Our Customer Lifecycle Management team focusses on managing and predicting customer needs through the different vintages, pathways and points in time, both in their customer life with Barclays, as well as their life stages and differentiated financial need. They will define the … consistently excellent at scale. What will you be doing • This is a leadership position, which reports directly into the MD Head of Customer Lifecycle Management (CLCM). The Customer Contact Optimisation Director will use customer diagnostics (emotional and functional needs) & behaviour analysis combined with model outputs to target and … and commercial planning processes • Build strong and productive relationships across functions to influence critical partners across Barclays UK including Customer, Product, Channels, Business Banking, Wealth Management, and COO teams. • Customer-centric decision making with ability to influence teams to drive and execute against the right opportunities and optimise more »

Are you interested in taking a business transformation idea and delivering it as an end product? This Wealth Manager wants someone to lead their business strategy, enacting wide scale change and transformation. This role will involve identifying and developing value propositions, generating ideas and concepts to launch new products … multiyear roadmap, creating a competitive advantage. You will be a key enabler in terms of integration, such as integrating Aladdin Black Rock into their wealth management platform. Experience in Wealth and Asset Management and architecture qualifications required. This is a hybrid environment in London, working 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 »

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 »

The Opportunity: Our Fintech client is looking for a Control & Monitoring Specialist with experience in Financial Planning/Wealth Management and Investment Platforms. Responsibilities: Support the onboarding process (including Due Diligence) and ongoing oversight (including Due Diligence/Attestation) of Partner firms, DFM’s and third-party product … appropriately allocated and closed out by agreed dates Ensuring processes and controls are being continuously improved by Dept Leads to ensure optimal efficiency, risk management and productivity with a complete review carried out at least annually Collaborate with key stakeholders (including second line) ensuring compliance of business operations Support … contracts Your Qualifications: Experience in compliance monitoring, internal audit or a similar oversight role with a solid knowledge of regulatory processes & requirements within the wealth/investment management sector. Detailed knowledge of UK regulatory requirements Great communication and listening skills. Ability to work unsupervised with minimal guidance. Handle more »

London or Hants - £100-120k basic + bonus Leading Wealth Manager is seeking a Tech Lead/Lead Developer with Python and Django/other web framework to be based 2 days per week in either their London or Hampshire/Hants offices. Great opportunity to get into … team leading at least 2-3 software engineers Role Overview The Lead Developer is a critical leadership role, for the web development of our Wealth Management client's in-house platform. As the Lead Developer you will have responsibility both for the leadership and management of your … working in a fast-moving, dynamic (ideally start up or similar) environment The successful candidate will be responsible for the following: Day to day management and leadership of the developers in the team, reporting into the Chief Technology Officer Provide mentoring and technical guidance to the team, including giving more »

React Developer - £60k + Equity I am currently working with an exciting AI company who are automating the entire report generation process for the wealth management and asset management space with their main aim to create a more collaborative workspace powered by AI. They are now looking 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 »

detail, client-centric approach, and be a self-starter who can work well under pressure. They should also have excellent analytical, problem-solving, time management, and communication skills. Desirable skills include knowledge of investment funds and related products, retail platform experience, agile methodology, management and influencing skills, experience … equity compensation and brokerage, cross-organisational collaboration, financial planning, and working in a fast-paced, growth-oriented environment. The client is a global investment management firm that offers a wide range of financial products and services, including mutual funds, retirement plans, and wealth management services. Spearhead the … aspects of product development Thrive in a fast-paced, high-pressure environment while maintaining strong attention to detail Showcase excellent analytical, problem-solving, time management, and communication skills Preferably bring experience in areas such as investment funds, retail platforms, agile methodology, equity compensation, and cross-organizational collaboration Exhibit strong more »

in the City of London. The Risk Business Partner will be instrumental to assuring the effective implementation, development, and maintenance of the businesses Risk Management Framework. Working closely with senior leaders and business owners as a 2nd line oversight, you will impart advice, support, resource, and knowledge about important … and cross-cutting risks. Responsibilities: Act as a dedicated 2nd line of defence Risk Business Partner to support 1st line management in implementing and embedding the Group’s risk management framework. Monitor and report upon each business area’s ability to operate within appetite, ensuring that potential issues … are identified, escalated, and managed quickly and appropriately. Act as a focal point and escalation route for business colleagues; driving risk management culture and behaviours through regular interactions with people across the organisation. Understand the business risk profile and key processes for diverse business area(s) and complete targeted more »

AMS is the world's leading provider of Talent Acquisition and Management Services. Our contingent Workforce Solutions (CWS) service partner with NatWest to support contingent recruitment processes. On behalf of NatWest, we are looking for a Risk and Controls Analyst for a 6-month contract based in London with … retail bank, providing every day banking services to over 17 million retail customers. The banks expertise and services span across Business Services, Corporate banking, Wealth Management, Group Functions, Retail and Investment Banking. Purpose of the Role: As a Risk and Controls Analyst, you will enhance planning and delivery … processes, ensuring data consistency, project governance, and financial control while implementing robust frameworks and evolving management reporting. Additionally, you will track Risk Issue remediation and delivery to maintain high standards of risk management and control As a Risk and Controls Analyst you will be responsible for: Assisting with more »

the future of an integrated platform that services financial services clients. Working with cloud-based, state-of-the-art technology, and a microservices-based wealth management product, the Technical Consultant/Analyst Programmer focuses on integrating software into clients operating environments, while showing clients how to use products … be driven and interested to gain some serious financial experience. The future of this role moves either down the architecture route or the development management path. My client offers one of the best training and development packages in the market, all inclusive. My client is based in London currently more »

background. What you'll be doing: You will enhance and maintain a version of the Paladign system which is used to support the UK wealth management business. The software is maintained in house and has many interfaces with other systems for example financial reporting, order execution, portfolio management more »

and architecture teams Experience selling professional services, for example, consultancy and system integrator Experience across financial services, notably one or more of banking, insurance, wealth management, payments and financial infrastructure A consistent track record in providing technical leadership in areas including application, business, and integration architectures. Must be … and growth opportunities and purpose led meaningful work. We believe diversity fuels ingenuity. Diversity of thought brings exciting perspectives; diversity of experience brings a wealth of knowledge, and diversity of skills brings the tools we need. When we bring people together with diverse backgrounds, identities, and minds, embracing that more »

progressive, collegiate and is best described as high performance but low ego. This position is with highly entrepreneurial firm who have disrupted the Private Wealth Asset manager space by utilising technology and data in innovative ways. In the last couple of years this firm have grown their client and … look after a significant number of clients immediately. They are looking to hire an experienced investment advisor with an interest in re-inventing the wealth management industry and the attributes to be successful in a dynamic, collegiate and ego-free culture. They are looking for someone who can … Ultra High Net Worth Clients Advise on all aspects of the Client’s Financial Life Plan and implications for wrappers and interaction with investment management Contribute to firm’s approach to lifestyle financial planning Be part of broader firm building initiatives Whilst our client is prioritising the person over more »

an Agile environment and experience with Microservices and event driven architecture is beneficial as is any experience with trading in either investment banking, asset management or wealth management. You will need to be on site for 3 days per week and these roles are inside IR35. more »

retail bank, provides every day banking services to over 17 million retail customers. The banks expertise and services span across Business Services, Corporate banking, Wealth Management, Group Functions, Retail and Investment Banking. On behalf of this organisation, AMS are looking for a Trade Surveillance Officer for a more »

Product Owner Location: Hybrid London or Birmingham Salary: £75,000 - £95,000 dependant on experience Role Do you havegreat knowledge of financial services and Wealth Management? Have Experience in managing projects focused on digital solutions, processes and/or digital products? Then this may be the ideal role … a key point of contact in relation with customers. Organize and participate in regular customer status meetings. Must have experience in the following – • Client Management & Portfolio Accounts. • Costs and Charges. • UK & Overseas Settlements. • Custody & Reconciliations. • Cash Management & Reconciliations. • Corporate Actions. • Dividends. • Stock Transfers. • Finance/Accounting. • Client Reporting. more »

AMS is the world's leading provider of Talent Acquisition and Management Services. Our contingent Workforce Solutions (CWS) service partner with NatWest to support contingent recruitment processes. On behalf of NatWest, we are looking for a Market Abuse Risk Assessment Specialist for an initial 6-month hybrid contract based … retail bank, providing every day banking services to over 17 million retail customers. The banks expertise and services span across Business Services, Corporate banking, Wealth Management, Group Functions, Retail and Investment Banking. Join us as a Market Abuse Risk Assessment Specialist: To lead a team in delivering and more »

This is a 6 Month FTC** The Client Our client is a boutique wealth management company, highly recognised and fantastic reputation. The Role The Client Services Assistant/Sales Support Assistant will provide general and administrative support to the Business Development & Model Portfolio Service team ensuring that the more »

digital intelligence with a human touch to enable smarter, more flexible and more secure advice delivery. We are a passionate collective across financial services, wealth management, enterprise software development, UX design and client delivery, that show up every day to help financial institutions to transform how advice is more »