26 to 50 of 70 Wealth Management Jobs in the UK excluding London

and uphold trust through integrity. The Assistant Director (Data Operations) role will involve working as part of a small team that performs a variety of operational and data collection, management and quality-assurance activities associated with the production of a large number of high-profile client services. These services are all related to the use of the Moody's … Analytics Scenario Generator (SG). This market-leading software solution has a variety of applications in the insurance, wealth management and pensions sectors all of which involve the projection of a wide-range of economic and financial variables using stochastic models. The Assistant Director (Data Operations) will help manage, configure and execute complex automated workflows designed in-house … to demonstrate pro-active drive, customer focus and a desire to go the extra mile. Desirable Skills: Knowledge of financial mathematics and quantitative/statistical analysis. Knowledge of database management systems and Python/SQL query construction. Basic knowledge of software programming. Basic understanding of service management best practice and processes. The Department/Team Moody's Analytics More ❯

provide consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. We enable clients to achieve their strategic financial objectives by providing them with cutting-edge ideas, best-in-class products and solutions, and unparalleled access to capital and … liquidity. What We do/The Team We are seeking an experienced IT Project Manager for Markets Risk and Controls Technology who is accountable for management of complex/critical/large professional disciplinary areas. The successful candidate will be responsible for all aspects of the project delivery lifecycle for applications focused on controls/alerts/dispositioning within … Coordinates activities of an IT project team, identifying necessary resources and developing schedules to meet completion deadlines. Communicates with project staff and clients regarding status of projects. Utilizes project management tools and provides project status tracking and metrics. Contributes to process improvement efforts. Utilizes good understanding of IT project leadership procedures and concepts and basic knowledge of other technical More ❯

Opportunity Overview Corporate Title: Associate Location: Birmingham Division: Asset & Wealth Management Job Function: Project Management Wealth Management Engineering is seeking a hybrid Technical Project/Product Manager & Business Analyst to manage critical growth initiatives and regulatory obligations. The role involves leveraging project management skills and functional/architectural expertise to support technology needs across … divisions. This position offers an opportunity to manage key initiatives requiring engineering uplift to meet new business opportunities and regulatory demands. Roles and Responsibilities Collaborate with Divisional and Engineering Management, Operations, Legal, and Compliance to define and document requirements. Work with Engineering leadership and teams to agree on solution design, resourcing, and deliverables. Support engineering teams throughout the development … advance projects. Experience as a Technical Project Manager/Business Analyst in Financial Services or relevant experience. Understanding of Technology Concepts and SDLC fundamentals. Knowledge of project governance and management tools. Experience in improving business processes via technology. Proven ability to lead complex programs under tight deadlines. Excellent communication skills and ability to escalate issues effectively. Self-motivated and More ❯

Role A leading investment firm is seeking a seasoned Project Manager/Consultant to support the early-stage development of a data and reporting strategy for a newly launched Wealth platform. This is a high-visibility role focused on designing a scalable MI framework that enables effective oversight of capital flows, investment deployment, and performance analytics. The successful candidate … requirements-ultimately shaping the roadmap for implementation. This role is ideal for a self-starter with strong analytical skills, stakeholder engagement experience, and a background in private markets or wealth operations. This would be an initial 3-month contract with the scope to extend further as the project develops. They work on a hybrid basis with 3 days in … and success factors for execution. Candidate Profile Essential Skills & Experience: Proven experience as a Business Analyst or Consultant/Project Manager in financial services, ideally within private markets or wealth management. Strong analytical and process design capabilities. Excellent communication skills, with experience leading workshops and producing executive-level outputs. Ability to work independently and navigate ambiguity. Familiarity with AI More ❯

Business Analyst - Wealth Management - Edinburgh, Scotland (Key skills: Business Analyst, Digital Transformation, Business Process Change, Requirement Gathering, Analysis, Documentation, Stakeholder Management, Quality Assurance, UAT, Agile, Change Management, Financial Services, Wealth Management, Business Analyst) Are you a Business Analyst looking to take your career to the next level? Do you want to be part of … a prestigious wealth management firm leading a multi-million-pound digital transformation? If you are passionate about driving change, working on cutting-edge financial technology and making a tangible impact in a highly respected organisation, this could be your next big move. Our client, a market-leading wealth management firm based in Edinburgh, is undergoing an … integrate cutting-edge solutions and deliver high-impact projects. The ideal Business Analyst candidate will have proven experience as a Business Analyst in the financial services sector, ideally within wealth management. A strong background in digital transformation and business process change projects is required. Excellent skills in requirement gathering, process mapping and documentation are essential. Strong stakeholder management More ❯

Business Analyst - Wealth Management – Edinburgh, Scotland (Key skills: Business Analyst, Digital Transformation, Business Process Change, Requirement Gathering, Analysis, Documentation, Stakeholder Management, Quality Assurance, UAT, Agile, Change Management, Financial Services, Wealth Management, Business Analyst) Are you a Business Analyst looking to take your career to the next level? Do you want to be part of … a prestigious wealth management firm leading a multi-million-pound digital transformation? If you are passionate about driving change, working on cutting-edge financial technology and making a tangible impact in a highly respected organisation, this could be your next big move. Our client, a market-leading wealth management firm based in Edinburgh, is undergoing an … integrate cutting-edge solutions and deliver high-impact projects. The ideal Business Analyst candidate will have proven experience as a Business Analyst in the financial services sector, ideally within wealth management. A strong background in digital transformation and business process change projects is required. Excellent skills in requirement gathering, process mapping and documentation are essential. Strong stakeholder management More ❯

Proposition Analyst - 6 month FTC Edinburgh (GB) LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking 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 … entrepreneurship are our core values. As our brand recognition grows, we are fast becoming an employer of choice in our sector. We have over £29 billion in funds under management and circa 700 staff. Business Unit: We provide investment management and financial planning services to a wide range of Private Clients, Charities and institutional investors, both direct and … across a wide range of business areas including: front office, legal, compliance & risk, client service, investments, finance, business development and change. Brief Role Objective: The Proposition Analyst supports the management and development of the LGT Wealth Management proposition. Specifically it is their role to support the team with the creation of the components and service proposition that More ❯

is continuously expanding its global footprint with around 2,500 colleagues in 12 countries, and more than 170 clients in 35 countries. We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail and neo banks. Our research … the passion and creativity of our colleagues. We are always looking for talented people to join us on our mission to orchestrate the financial ecosystem and democratize access to wealth management. Avaloq offers the opportunity to work closely with some of the worlds leading financial institutions as we jointly develop and shape careers. Championing a collaborative, supportive and flexible … Zurich. We contribute to the architectural shift to the microservices paradigm at Avaloq, developing tools and frameworks used across the company to support various business processes, including comprehensive identity management and product delivery services. Our technology stack includes Java, SQL, Groovy, Spring Boot, Angular, Ping Identity, Docker and Kubernetes. Your Mission Help us to maintain and evolve frameworks and More ❯

Business Analyst - 15 month FTC A fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms, on a full time and 15 month fixed term contract with possibility of extension. Business Analysts represents the needs of customers and the business; they serve as the ‘voice of the customer’ and have a … efficiency. Performing user acceptance testing as required. . What we are looking for in our ideal Business Analyst: Proven experience in business analysis, with experience within Financial Services and Wealth Management is essential. Be keen to learn, interested in driving your own career progression and be proactive in taking ownership. Embrace change and continuous improvement Effective communication via … conclusion as to the best solution to offer the organisation. Knowledge of basic computer programs such as Microsoft Word, Excel and PowerPoint along with familiarity of modelling tools, requirements management tools and project management tools. Experience with Digital transformation initiatives and matrix working is desirable. Relationship-building skills – engage multiple stakeholders, project teams and the business. forging strong More ❯

is continuously expanding its global footprint with around 2,500 colleagues in 12 countries, and more than 170 clients in 35 countries. We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail and neo banks. Our research … the passion and creativity of our colleagues. We are always looking for talented people to join us on our mission to orchestrate the financial ecosystem and democratize access to wealth management. Avaloq offers the opportunity to work closely with some of the worlds leading financial institutions as we jointly develop and shape careers. Championing a collaborative, supportive and flexible More ❯

provide consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. We enable clients to achieve their strategic financial objectives by providing them with cutting-edge ideas, best-in-class products and solutions, and unparalleled access to capital and … Application functionality improvements driven primarily by the Electronic Trading Desk. Support for existing Market Data applications and clients. Key Relationships: Global Market Data Team Electronic Trading Business Equities Business Management Other Equities Technology development teams Technology Infrastructure Teams. Feed Handler Vendors i.e. VELA, Exegy etc. Exchanges/Alternative Trading Venues Key Skills and Experience required - Good working knowledge of More ❯

ensuring seamless operations. Key Responsibilities: Bank Administration Support: - Open and close bank accounts as needed.- Maintain corporate bank accounts by updating signers and ensuring documentation is current.- Utilize treasury management software (eBAM and Quantum) for account management.- Conduct KYC verification for bank accounts. Wealth Management Treasury Support: - Prepare and distribute daily liquidity and money market trades reports. … Review future settlement reports and manage funding for FX and securities settlements.- Address daily treasury cash breaks and recommend actions for resolution.- Upload manual MT940 onto the Treasury Management System. FX Dealing Support: - Assist the Front Office FX dealing team in monitoring positions and obtaining pricing.- Prepare ad-hoc reports and analyses for management.- Collaborate with internal teams and … A relevant undergraduate degree in Accounting, Business, Finance, Economics, or Mathematics. Experience in treasury, banking, or finance. A keen interest in financial markets and associated risks. Knowledge of cash management and foreign exchange activities. Proficiency in Microsoft Word and Excel, along with strong report writing and presentation skills. Exceptional organizational skills with the ability to meet deadlines under pressure. More ❯

with Testing teams to support quality assurance, release readiness, and platform stability. Manage third-party platform providers to ensure smooth integration and deployment of new capabilities. Utilise agile project management methodologies and tools to track, manage, and deliver key milestones. Key Requirements: Proven experience leading platform transformation projects within financial services. Background in investment platforms, wealth management, or advised banking . Strong technical understanding of platform architecture, integrations, and cloud-based solutions. Excellent stakeholder management skills, with the ability to bridge business and technology teams. Proficiency in project management frameworks (MSP, Agile, SDLC, etc.). Experience working with third-party platform providers and managing complex integrations. Whats on Offer? The opportunity to lead a More ❯

level of financial reasoning- a completed or in progress Bachelors/Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: This is a full-time or part-time REMOTE position You'll be able to choose which projects you want to work on … for correctness and performance Qualifications: Fluency in English (native or bilingual level) Detail-oriented Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any More ❯

level of financial reasoning- a completed or in progress Bachelors/Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: This is a full-time or part-time REMOTE position You'll be able to choose which projects you want to work on … for correctness and performance Qualifications: Fluency in English (native or bilingual level) Detail-oriented Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any More ❯

level of financial reasoning- a completed or in progress Bachelors/Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: This is a full-time or part-time REMOTE position You'll be able to choose which projects you want to work on … for correctness and performance Qualifications: Fluency in English (native or bilingual level) Detail-oriented Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any More ❯

level of financial reasoning- a completed or in progress Bachelors/Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: This is a full-time or part-time REMOTE position You'll be able to choose which projects you want to work on … for correctness and performance Qualifications: Fluency in English (native or bilingual level) Detail-oriented Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any More ❯

level of financial reasoning- a completed or in progress Bachelors/Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: This is a full-time or part-time REMOTE position You'll be able to choose which projects you want to work on … for correctness and performance Qualifications: Fluency in English (native or bilingual level) Detail-oriented Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any More ❯

level of financial reasoning- a completed or in progress Bachelors/Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: This is a full-time or part-time REMOTE position You'll be able to choose which projects you want to work on … for correctness and performance Qualifications: Fluency in English (native or bilingual level) Detail-oriented Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any More ❯

level of financial reasoning- a completed or in progress Bachelors/Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: This is a full-time or part-time REMOTE position You'll be able to choose which projects you want to work on … for correctness and performance Qualifications: Fluency in English (native or bilingual level) Detail-oriented Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any More ❯

s modernising its digital offerings and transforming how it serves clients and advisers. You ll join the engineering team to deliver exceptional web and mobile user experiences across modern wealth management platforms. Working with cutting-edge tech like React, Next.js, and Ionic, you ll play a key role in shaping highly responsive, cross-platform applications. Key Responsibilities Develop … digital teams Key Requirements Solid experience building iOS and Android mobile apps and Next.js web applications Strong skills in React, Next.js, and hybrid frameworks like Ionic Familiarity with state management solutions (Context API) and version control (GitHub) Experience with frontend testing practices and CI/CD workflows Strong team player who can work independently and collaboratively Bonus: Knowledge of More ❯

s modernising its digital offerings and transforming how it serves clients and advisers. You’ll join the engineering team to deliver exceptional web and mobile user experiences across modern wealth management platforms. Working with cutting-edge tech like React, Next.js, and Ionic, you’ll play a key role in shaping highly responsive, cross-platform applications. Key Responsibilities Develop … digital teams Key Requirements Solid experience building iOS and Android mobile apps and Next.js web applications Strong skills in React, Next.js, and hybrid frameworks like Ionic Familiarity with state management solutions (Context API) and version control (GitHub) Experience with frontend testing practices and CI/CD workflows Strong team player who can work independently and collaboratively Bonus: Knowledge of More ❯

Privacy SME (Contract) Location: Central London (Hybrid - 2 days onsite per week) Contract: Inside IR35 or Umbrella Engagement Duration: 6-12 months (with potential extension) Industry: Private Banking/Wealth Management Role Overview: We are seeking a highly experienced Information Security/Information Privacy Subject Matter Expert (SME) to support a leading private bank in London. This role … Information Security, Cybersecurity, and/or Information Privacy. Deep understanding of regulatory frameworks: GDPR, DPA 2018, ISO 27001, NIST , and FCA guidelines. Strong knowledge of security controls, data lifecycle management, and access control models. Experience within the banking or financial services sector is essential. Demonstrated ability to engage with C-level stakeholders and influence decision-making. Relevant certifications preferred More ❯

best practices relating to UK retail banking, particularly in AML, CTF, and fraud prevention/detection. Extensive experience with AML/CTF aspects, including Source of Funds, Source of Wealth, and SAR reporting. Fraud oversight experience is highly beneficial. Significant experience within a UK retail banking setting (experience with Savings products is particularly valuable; wealth management experience More ❯

provide consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. We enable clients to achieve their strategic financial objectives by providing them with cutting-edge ideas, best-in-class products and solutions, and unparalleled access to capital and … liquidity. What We do/The Team COMET is a global Equities Order Management System used by Citi traders and sales traders to trade equities, derivatives, convertible bonds etc. in the global market or access to algos. It also provides functionality for users to perform post-trading functionality such as allocations and ticketing etc. Role Overview/What will More ❯