Summary: This is an exciting opportunity for a Salesforce Developer to join a high growth organisation. Making a marked difference to the Asset and WealthManagement industry, you will be leading the development of the platform. needs reviewing. What you will be doing: Support the development and architecture more »
K SALARY The Client A highly regarded boutique Investment Management Company The Role The Client Data Administrator will join a vibrant Client Services & Client Data team, undertaking all aspects of administration of client’s cash and assets. The Client Data Administrator will be experienced with Client Data from a … WealthManagement business perspective, understanding KYC/AML documentation, knowledge of Client Onboarding and Client Account Opening. Maintaining Client Records and having an understanding of Securities Pricing & Reference Data – as this role will be a Senior Member of the team and supervising the workflow of others. The Client … as Mifid, Cobbs & GDPR. The Candidate At least 3-5 years relevant industry experience working with Client Data, Static Data, Client CRM systems within WealthManagement or Investment Management setting. Solid knowledge and experience of FCA Regulations and Market Practice relevant to Private Clients Experience of account more »
type: Hybrid Salary range: £90K-£100K We are partnered with and international Investment Bank who are looking for a Performance Manager to join their WealthManagement Team at VP/AD level. In this role you will be responsible for the coordination and execution of financial planning and … forecasting deliverables, business partnering and management reporting. The position will be focused on the WealthManagement Europe business with a concentration on businesses and cost base. What will you do? As the Performance manager you will: Develop, manage and run working relationships within the European WealthManagement team as well as finance colleagues based in head office. Participate and contribute to required workshops, meetings, stakeholder updates and project presentations. Where possible work/assist with automation opportunities within performance Management functions and processes. Work with and be the point of contact for head more »
The Company Our client is a WealthManagement company based in the City of London, highly recognised with a fantastic reputation. The Role The Investment Administrator/Investment Assistant will support an established Investment Management team and will be responsible for drafting client reports to coincide with … internal systems to be processed by the Investment Manager. The Candidate A minimum of 2 years Investment Assistant/Investment Administration experience supporting a WealthManagement desk Ideally level 4 RDR qualified - or willing to study IAD eventually Excellent written and verbal communication skills. Organised and able to more »
A leading Revenue Management Platform within Asset & WealthManagement, our client requires a strategic sales specialist to further drive market share and brand recognition across the UK. Revenue Management Platform within Asset & WealthManagement 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 »
anomalies? If so, we have an exciting opportunity for you to join a top Banking Corporation within the Compliance and Conduct team in the WealthManagement 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 WealthManagement 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 »
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/WealthManagement Compliance experience. Strong knowledge and understanding of the financial services industry, the market participants, products and services provided, and more »
quant developers based in London. In order to support the next generation of regulation our analytics will need to operate within a strategic risk management solution presently in development. We will be intimately involved in the design of the new solution, focusing on the interface to the various asset … solving problems • someone who enjoys working in a team *LI-GB About us UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global WealthManagement, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global 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 WealthManagement 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 »
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 wealthmanagement 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 »
related field. Proven experience in data engineering, data analysis/processing, machine learning techniques, data warehouses, data pipelines, preferably in a Financial Services or WealthManagement environment. Systems/Internal Processes Familiarity with programming languages such as Python, R or Java and with data analysis libraries (e.g. Pandas more »
Job Title: Security Engineer Salary: £80,000 to £100,000 We are seeking a Security Engineer, for a fast-growing FinTech firm, specialising in WealthManagement and Financial Advisory. As the first dedicated cybersecurity professional you'll play a pivotal role in establishing and fortifying the firm's … processes. Conduct thorough reviews of existing tools and processes, identifying gaps and implementing enhancements to strengthen our security posture. Perform security scanning and vulnerability management, taking proactive measures to reduce operational risks. Monitor security alerts and implement mitigations to safeguard against potential threats and attacks. Develop and deploy tools … Familiarity with distributed event stores such as Apache Kafka. Proficiency with operating systems (e.g., Linux) and command-line interfaces. Experience with network security, incident management, and penetration testing. Familiarity with automated cloud-based CI/CD pipelines and secure software design principles. In addition to your technical prowess, we 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 wealthmanagement 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 »
is an exciting opportunity for a Salesforce Developer/Architect to join a high growth organisation. Making a marked difference to the Asset and WealthManagement industry, you will be leading the development of the platform. needs reviewing. What you will be doing: Support the development and architecture more »
K salary (pro-rated) **This is a 6 Month FTC** The Client Our client is a boutique wealthmanagement 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 more »
HRBP - Learning and Development Permanent Up to £70,000 Great benefits London Hybrid Overview Oakleaf partnership are representing a wealthmanagement firm to recruit for HRBP with a Learning and Development lean to take the lead on their learning and development strategy. In this role, you will work … gaps, and training requests from managers. Manage the company's talent development programs. Evaluate and qualify potential training providers, assessing their understanding of the wealthmanagement business. Collaborate with the Head of HR and the Finance team to determine and monitor the annual training budget, ensuring maximum return … Committee. Support the recruitment process, ensuring practices align with company policies. Maintain a commercially viable Preferred Supplier List (PSL) of recruitment agencies and provide management information as appropriate. Drive the employer brand, ensuring that the careers page, LinkedIn presence, and media presence highlight the company as a great place 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 wealthmanagement and financial software development. Our client's latest product release has changed the way people view private wealthmanagement 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 »
Your new company A leading WealthManagement organisation who pride themselves on offer excellent Investment and Financial planning solutions to their clients, they have over 200 years of experience and continue to be one of the best Wealth Managers in the UK. They are dedicated to holding … business and technology transformation initiatives. The Business Analyst will be required to work on a specific high-profile programme focussing on their core platform - Wealth Dynamics. The Business Analyst will be required to work closely with the 3rd party vendor and the business to ensure successful delivery of the … progress of the programme. What you'll need to succeed You will be an experienced Business Analyst with some experience of working in the WealthManagement industry ideally, although you will be considered if you can demonstrate some knowledge of general Investment management. You will ideally have worked more »
Private Client Discretionary Investment Team London & South East Basic to £110,000 plus bonus and benefits Client A rapidly expanding WealthManagement firm are looking to grow their presence in London by securing the service of an existing team of CISI level 6 qualified investment managers/directors … to those looking for a long-term career opportunity to grow and develop to be a part of the future of this expanding national wealthmanagement firm. You You must all be level 6 qualified via the CISI as an absolute minimum, have a book of private client more »
Location: London, UK Hybrid working model Description Department/Job Overview: An outstanding opportunity to join us in a diversified role within Client Lifecycle Management and Controls within UK WealthManagement (WM) in London. You will be partnering with the Relationship management and Compliance Teams to … degree or alternative education in a relevant field. Previous experience working for a Financial Institution. Private Banking experience is preferred. Demonstrable experience in Project Management within AML/Financial Crimes is preferred. Strong experience in Process improvement and Change Delivery within Financial Crime. Previous experience in KYC Periodic Reviews … corporate structures such as Trusts, Funds and SPVs, KYC/CDD requirements and anti-money laundering and financial crime regulations and standards. Source of wealth/funds/KYC assessment for high-net worth individuals is required. Knowledge of FATCA/AEI and Sanctions requirements is an asset. Experience more »
across the firm and helps to strengthen the firm’s culture of compliance. Compliance accomplishes these through the firm’s enterprise-wide compliance risk management program. As an independent control function and part of the firm’s second line of defense, Compliance assesses the firm’s compliance, regulatory and … office, will provide data protection and privacy advisory support to a range of Goldman Sachs businesses within the EMEA region, including Marcus UK, Private WealthManagement, Global Markets Division and Goldman Sachs Asset Management. The candidate will also play a key role in collaborating with colleagues to further … right requests. Experience performing formal and informal risk assessments for new and existing digital products and services from a privacy regulatory perspective Strong relationship management skills with ability to deepen relationships and build partnerships across the business, including in Operations, Compliance, Engineering, Legal and Risk Comfortable taking the initiative 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 wealthmanagement 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 »
The incumbent will be responsible for supporting IT matters with the internal users and work with vendors to support cases related to the BOS WealthManagement Europe, UK branch. He/She is required to drive action plans in improving system performance and provide problem and configurations management. … equipment racks, manage asset for all hardware/software with proper documentation Work closely with vendors to understand and apply hotfixes with proper test management cycle Ensure compliance to internal policies and processes and regulatory requirements Participate into and coordinate with various business unites for IT projects and enhancements … years of relevant working experience in banking or financial industry Good knowledge on UK regulatory/legal requirements. Knowledge about MAS technology risk management guidelines is preferrable. Good technical skiils about Windows OS and cloud hosted systems. Sound knowledge in technology risk assessments Good communication and inter-personal skills more »
liaise with TPA on all corporate action matters Good knowledge and understanding of corporate actions (UK and International) and how they impact at a WealthManagement portfolio level Understanding of Book costs in relation to Corporate Actions Central point of contact for all Front Office client queries relating 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 wealthmanagement 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 »
