1 to 25 of 62 Permanent Wealth Management Jobs in London

Line of Service Industry/Sector Specialism Management Level Senior Manager Job Description & Summary We are building one of the most exciting capabilities in the Consulting Industry. Our Asset & Wealth Management Enterprise Transformation practice combines market-leading approaches in operating model design, change management, program and … project management, and transformation implementation to solve some of the industry’s most complex and challenging issues. Our goal is to deliver human-led, tech-powered success for our clients, and we believe in the power of enterprise-level transformation to unlock significant opportunities for them and the industry. … outcomes for the people and places they serve. Our diverse client base includes top-tier multinational organisations such as Traditional & Alternative Fund Managers, Sovereign Wealth Funds, Fund Service Providers, Prime Brokers, and Custodians. They are predominantly large multinational firms who are leaders in their respective markets Passion drives us more »

THIS ROLE IS A 12 MONTH FTC The Client Our client is a highly successful Investment Management and Wealth Management firm. The Role This Marketing Manager role will suit an individual who has Marketing Management experience within Financial Services. The highly organised individual will take responsibility … for the implementation of the marketing plan, alongside the established Wealth Management Marketing Team. The Marketing Manager role is a generalist marketing role, covering all aspects of the marketing mix. Taking responsibility for Marketing Campaigns, Projects and Events alongside other members of the Marketing team. The Marketing Manager … will implement the Wealth Management brand re-fresh across marketing literature, working with the Head of Marketing and Senior Marketing Manager. Take ownership of marketing activities to support regional office locations and develop client experience strategy to include: implementation of client welcome packs, analysis of results from the more »

financial advisory firm, is seeking a talented and driven M&A Senior Analysts and Associates specialising in FIG M&A in the asset and wealth management sectors to join their team in London. If you have a strong background in the financial industry, specifically within FIG and the … asset and wealth management sectors, we want to hear from you. Candidates with a background in other Financial Institutions Group (FIG) sectors will also be considered. Responsibilities: Lead and execute M&A transactions within the asset and wealth management sectors, including financial analysis, due diligence, valuation … industry professionals, and key stakeholders to generate new business opportunities. Stay updated with industry trends, regulatory changes, and market developments related to asset and wealth management. Requirements: Bachelor's degree in finance, economics, or a related field. An advanced degree (MBA, CFA, etc.) is a plus. Extensive experience in more »

FIG M&A for their London team. Fluent German required. If you have a strong financial industry background, particularly in FIG and asset/wealth management sectors, we want to hear from you! Responsibilities: Leading and executing M&A transactions in asset/wealth management, including … new business opportunities. Requirements: Bachelor's degree in finance or related field, with an advanced degree preferred. Extensive M&A experience in asset/wealth management, with FIG knowledge preferred. Strong financial analysis and modeling skills, along with excellent communication and project management abilities. Professional fluency in … German If you're a motivated professional with asset/wealth management M&A experience and fluent in German, don't miss this opportunity to join a leading global firm in London! Apply now more »

an established Private Bank that operates on a global level. The Role The Product Risk Manager will work closely with the Front Office Portfolio Management team acting as part of the First Line of Defence, ensuring appropriate Investment and Regulatory compliance across Investment Products and Portfolios, andconstructing and maintaining … relationships with important stakeholders to achieve this. The Product Risk Manager will require Wealth Management or Private Banking product knowledge and will confidently be able to provideconstructive challenge to the business, governance committees, and second line of defence. The Product Risk Manager is responsible for investigating and establishing … well as representing the UK in regulatory change projects. The Product Risk Manager will carry out controls keeping in line with the Private Banks management framework. The Product Risk Manager is to develop realistic recommendations to address any issues, working alongside compliance and other business-related areas ensuring all more »

an established Private Bank that operates on a global level. The Role The Product Risk Manager will work closely with the Front Office Portfolio Management team acting as part of the First Line of Defence, ensuring appropriate Investment and Regulatory compliance across Investment Products and Portfolios, and constructing and … maintaining relationships with important stakeholders to achieve this. The Product Risk Manager will require Wealth Management or Private Banking product knowledge and will confidently be able to provide constructive challenge to the business, governance committees, and second line of defence. The Product Risk Manager is responsible for investigating … as representing the UK in regulatory change projects. The Product Risk Manager will carry out controls keeping in line with the Private Bank’s management framework. The Product Risk Manager is to develop realistic recommendations to address any issues, working alongside compliance and other business-related areas ensuring all more »

We are the consulting division of Davies, accelerating business, technology and people performance across financial services including banking, asset and wealth management, insurance and other highly regulated industries. We are currently seeking a Director to join our team on a permanent basis within our Asset & Wealth Management … Director will be a motivated, self-starter with a credible and proven track-record in the leadership of delivery programmes and projects in the wealth/retail investment sector. The Director will act as a senior and experienced member of the Asset & Wealth Management consulting team in … required to do the role: Strong track record of leading large and/or complex business and technology change programmes and projects. Must have wealth management and delivery experience. Ability to connect and communicate with C-level and executive stakeholders. Excellent vendor management and influencing skills. High more »

The Client An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients The Role The Transaction Reporting Associate role will sit within the Client Services team within the Investment Management firm, supporting the daily Transaction Reporting processes as well … the Transaction Reporting reconciliation in relation to Asset Servicing. The Transaction Reporting Associate will be responsible for setting up new assets within the Investment Management firm as well as updating and reviewing them when required to do so. The Transaction Reporting Associate will review and maintain all Transaction Reporting … procedures and processes as well as any ad hoc projects that me be required of them. The Candidate Transaction Reporting experience within and Asset Management or Wealth Management company - essential! Experience working with Static Data. Client service focus. Good understanding of the importance of the regulatory framework more »

Line of Service Assurance Industry/Sector Asset and Wealth Management Specialism Assurance Management Level Senior Manager Job Description & Summary PwC's Asset and Wealth Management (AWM) practice is the market leading AWM audit business. Our business is a national practice comprising over 600 staff … Capitalist backed companies. You'll work across a wide variety of industry sectors including, Real Estate, Hedge Funds, Pensions, Private Equity, traditional Asset and Wealth management, as well as technology and asset servicing businesses. This breadth of client base gives our people an unmatchable opportunity to gain deep … of the audit business. The responsibilities include but are not limited to: Leading large multi-location, often international, teams using your people and relationship management skills to deliver high quality audit work from project planning to completion; Developing trusted senior client relationships and demonstrating curiosity that allows you to more »

Pay rate: up to 775 GBP per day Duration: 6 months Work type: hybrid Description Department/Job Overview: The Wealth Management Platform International (WMPI) is responsible for defining the technology platform strategy for Global Wealth Management locations outside of Switzerland, Singapore, Hong Kong and the … of change deliver, and support with leadership of implementation topics where required, in conjunction with the local business team Qualifications Essential Skills: Core Project Management experience and skills (7 years+) Wealth Management/Private Banking knowledge and experience Ability to communicate and produce high-quality presentation materials more »

Senior Administrator (IFA) Our client is a Wealth Management firm which focuses on and specialises in the tax and investment needs of retirees. Many of their clients have retired overseas. They manage portfolios on their behalf to ensure they have enough money to see them through a happy … office in the City of London. The business is now seeking a full-time Senior Administrator to collaborate with our established team of branch wealth managers and financial planners, to ensure the smooth running of our office. The role will involve front-of-house and general administrative duties. Location … depending on skills and experience Key Tasks and Responsibilities Manage client correspondence, including email and telephone queries forwarding on where relevant to the appropriate wealth manager. Process new business, assisting with new client onboarding and the liaising with clients and providers where appropriate Adding and updating new client data more »

A leading Revenue Management Platform within Asset & Wealth Management, our client requires a strategic sales specialist to further drive market share and brand recognition across the UK. Revenue Management Platform within Asset & Wealth Management Remote, London Base up to £130,000 + Extensive Commission … with the help of the CRM system Continuous building of sales pipeline The Candidate: Applicants will be expected to demonstrate: 12+ years working within Wealth Asset Management 5+ years within sales the sector, or Financial Services A proven hunter of new business within complex sales processes Understand client … on an exciting journey committed to becoming a leading firm with a world class team. They are on a mission to create meaningful, differentiated wealth solutions that help people live their best life, helping their clients grow revenue, reduce costs, manage risk, and delight their customers. Lots of growth more »

Basic Qualifications: Bachelor’s degree from a leading school Financial Services industry expert with specialization in one or more areas of Lending, Wealth Management, Asset Management, and Insurance Demonstrated experience in leading consulting engagements blending strategy, operating models, and technology, to delivering new age propositions across the … leading business school 12-15+ years of consulting experience Financial Services industry expert with specialization in one or more areas of Lending, Payments, Wealth Management, Asset Management, and Insurance Strong facilitation skills; excellent oral and written business communication skills Experience of working in Agile Proficiency with more »

Proposition and Solution Consultant – Wealth (Investment Managed) Company Overview SS&C is a leading global provider of mission-critical, cloud based software and solutions for the financial and healthcare industries. Names to the Fortune 1000 list as a top U.S. company based on revenue, SS&C (NASDAQ: SSNC) is … Financial Industry. Position Overview The candidate will be expected to support the defining and driving forward of the propositional offering(s) for Investment Managed Wealth which will require working closely with internal and external stakeholders, including and not limited to product owners, change management and delivery. Candidate is … expected to bring a solid domain knowledge of the wealth management functional processes and industry knowledge to the role and to use this in a consultancy nature to aid internal and external stakeholders. The candidate will also be expected to support new sales opportunities through understanding prospect client more »

Enterprise Architect with great experience working in the Financial Services industry? If so then I have an exciting opportunity for you with a top Wealth Management firm based in London. The role itself is a permanent role that offers a salary of up to £125K base, this is … so will need attendance onsite 2x days a week. The right candidate must have strong Enterprise Architect experience, this will be ideally with a Wealth Management firm but must at least be in the financial service industry. Required experience Vast Experience working as a Wealth or Asset … Management enterprise architect. Delivered modern software and database solutions in an environment that includes SaaS and inhouse solutions (inc. microservices, event driven design, API, tenants, etc) experience working as a developer and a further experience as a domain solution architect. Experienced in creating architecture designs documents at high quality more »

support, engaging, stakeholders, SMEs, product managers, BAs, Solution Architects to achieve the required Enterprise Architecture or solution outcomes. Qualifications: Vast Experience working as a Wealth or Asset Management enterprise architect. Or Proven experience as an enterprise architect in tier1 Financial Services firms more broadly. Delivered modern software and … Science, Engineering, Physics or Mathematics. Minimum enterprise architecture qualifications at professional/expert qualification standard covering Azure and TOGAF. Only candidates with Asset/Wealth Management Experience will be considered for this opportunity. If you meet the above criteria then please apply for immediate consideration and a confidential more »

new roles for .NET Developer to join an ambitious Fintech start-up. This is your chance to work with the sharpest minds in private wealth management and financial software development. Our client's latest product release has changed the way people view private wealth management and … allowed them to provide their clients with an individualised, scalable asset management framework that is unrivalled in today's market place. Our client is looking for passionate .NET Developer with experience in .NET, .NET Core/ASP.NET MVC, C# and SQL Server. Our client will provide training in: .NET more »

cities around the world, the firm provides clients with capital markets and financial advisory services, institutional brokerage, and securities research, as well as wealth and asset management. Jefferies Private Wealth Management is a boutique practice serving the complex needs of entrepreneurs, corporate executives, and family offices. Our … growing business and open architecture platform brings sophisticated advisory services together with the global execution of Jefferies. Private Wealth Management professionals provide a full range of products, services, and capabilities to investors. Support implementation of the Third-Party Risk pillar of DORA (Digital Operational Resilience Act), in particular … integration of DORA-requirements into the Firm’s established Vendor Risk Management/Outsourcing governance framework, to ensure the Firm is compliant with DORA regulations by mid-January 2025. Perform system and process assessment and provide analysis and guidance. Support the design and delivery of potential solutions, new automations more »

Associate – Conduct Risk The firm is one of the UK's leading independent providers of discretionary wealth management. We offer award-winning personalised wealth management services that meet the varied needs of account holders, including individuals, charities, and pension funds. The firm specialise in helping clients protect … and grow their wealth by creating financial plans and investment portfolios that meet personal and professional ambitions and aspirations. Our services range from a simple execution only online service to bespoke discretionary investment management including retirement planning. About this opportunity: • You will be joining the Conduct team within … data-led strategy. • This is ideal for candidates with strong analytical and quantitative abilities who are looking to further develop their skills within the Wealth Management environment. Responsibilities Include: • Support the activities of the Conduct team and champion the embedding of a healthy culture, optimal business ethics and more »

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 of … can demonstrate an experience of applied financial modelling, 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 good … ideal skill set would look like the following: Strong academic background 1-5 years’ experience in a role that includes financial modelling Exposure to Wealth Management e.g., financial planning for private clients is advantageous but not essential Strong understanding (or interest in) of the private banking and asset more »

dynamic workplace where teams are empowered to drive great customer experiences and business results. At AJ Bell we are building the future of personal wealth management platforms through our technology. We have a strong culture of curiosity and collaboration and expect our technology teams to drive the business … peers and leaders accountable. Pragmatism, you can prioritize, simplify, and drive a path towards results. The nice to haves Background in Financial Services, specifically Wealth Management. Business relationships within the Wealth Management sector. Understanding of financial markets and financial data. How we work With pride placing value more »

anomalies? If so, we have an exciting opportunity for you to join a top Banking Corporation within the Compliance and Conduct team in the Wealth Management Division. As an Associate in the Conduct team, you will play a key role in supporting the data-led compliance strategy. This … role is ideal for candidates with strong analytical and quantitative abilities who are looking to further develop their skills within the Wealth Management environment. Your responsibilities will include: Support the wider Conduct & Compliance team in day to day duties Championing a culture of ethical business practices and compliance more »

Financial Regulation London £90,000 - £115,000 Basic + bonus & benefits. Are you a qualified lawyer with significant experience relating to regulatory matters within Wealth Management and Investment Platforms? Do you work for a law firm or financial institution? Would you like to change your role and work … Regulation based in London, with hybrid working. You will be a minimum of 4 Years PQE with a focus on various aspects of retail wealth and investments, including retail customer compliance matters, PE investment, M&A, asset sales, commercial arrangements, distribution, conduct, FCA engagement, capital requirements, remuneration and SM … you will be a qualified lawyer (4+ years PQE) with a background in Financial Regulation as it relates to organisations such as Investment Platforms, Wealth Managers, Custodians and SIPP providers, in addition to the below requirements; A good understanding of the regulatory framework, including regulatory permissions, COBS, CASS, Consumer more »

ensure compliance with UK regulations and industry standards. Key Responsibilities (Individual Position): Work collaboratively to support the change delivery of lending projects for the wealth business segment. Collaborate closely with business stakeholders to ensure that the functionality delivered meets the specific needs of the wealth lending domain. Contribute … and other relevant technologies to drive successful project outcomes. Ensure compliance with UK regulations, including MCOB and CCA, throughout the project lifecycle. Leverage your wealth management experience to provide valuable insights and recommendations for process improvements and optimization. Key Skills/Knowledge: Understanding of UK regulations, including MCOB … and CCA Wealth management experience Proficiency in Avaloq Core and MS Dynamics Minimum of 3 years of experience as an Avaloq Business Analyst If the above sounds of interest, please apply with your updated CV to find out more. Thanks more »

Developer with Oracle Forms and SQL Server - Financial Services - East London Our Client is specialist software company developing software for the pensions, insurance and wealth management software market place. They are currently looking to recruit an Oracle with PL/SQL and Oracle Forms Developer with at least … years commercial experience of writing applications developing Oracle Forms applications. You will ideally have experience of working on and developing pensions and or wealth management systems. The Client will be moving from Oracle 10 to Oracle 11g very shortly so this could be great move to learn the more »