Are you a seasoned M&A professional with a proven track record in the wealthmanagement industry? Do you possess the expertise and vision to drive successful mergers and acquisitions in this dynamic sector? If so, we have an exciting opportunity for you to join our esteemed client … professionals is committed to excellence, innovation, and fostering enduring relationships built on trust. Position Overview: As the M&A Director/MD specializing in wealthmanagement M&A, you will play a pivotal role in spearheading our expansion in this rapidly evolving sector. We are seeking a visionary … leader with a deep understanding of the wealthmanagement landscape, who can navigate the complexities of mergers and acquisitions to unlock value for our clients. Key Responsibilities: Lead and execute mergers, acquisitions, and divestiture transactions within the wealthmanagement industry. Collaborate with clients to understand their 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 wealthmanagement sectors to join their team in London. If you have a strong background in the financial industry, specifically within FIG and the … asset and wealthmanagement 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 wealthmanagement 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 »
banking and financial advisory firm, is searching for a seasoned and accomplished Vice President (VP) specializing in FIG M&A covering the asset and wealthmanagement sectors to enhance their team in London. If you are a VP with over six years of experience in the financial industry … particularly in FIG and asset and wealthmanagement, we're eager to hear from you. Responsibilities : Spearhead and oversee M&A transactions within the asset and wealthmanagement sectors, including conducting financial analysis, due diligence, valuation, and deal structuring. Develop and manage intricate financial models to … industry experts, and key stakeholders to cultivate new business opportunities. Keep abreast of industry trends, regulatory changes, and market developments pertinent to asset and wealth management. Requirements : Bachelor's degree in finance, economics, or a related field. Possession of an advanced degree (MBA, CFA, etc.) is advantageous. Extensive track more »
finance, and explore a world of opportunity at the speed of markets. Goldman Sachs Engineers are innovators and problem-solvers, building solutions in risk management, big data, mobile and more. We look for creative collaborators who evolve, adapt to change and thrive in a fast-paced global environment. Private … WealthManagement The Private WealthManagement (PWM) business provides end to end Investment Management services and advice across a large range of asset classes for high net worth individuals. PWM leverages a global technology platform offering, an integrated suite of tools, and applications to onboard … clients. Our software helps realize a client's goals and objectives, develops and implements an integrated wealthmanagement plan and delivers first-class client service. The Private WealthManagement Group (PWM) within GS develops and manages relationships with wealthy individuals and family groups, advising them on more »
The Client A well-established boutique WealthManagement firm. The Role This is a fantastic opportunity for a Training & Competence Advisor to join a highly credible WealthManagement company working in their Bristol office. The Training & Competence Advisor will undertake file reviews to make sure the … WealthManagement firm is providing a high quality level of advice in line with internal policies and FCA requirements. The Quality Assurance Advisor will work alongside a small team and engage with key stakeholders in the business and compliance in supporting the development of the WealthManagementmore »
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 »
SUMMARY: The role involves analysing and assisting with the selection of UK equities for client wealthmanagement portfolios. It requires a minimum of 10 years equity experience and good Excel skills. It is a part time role and would suit either an analyst or someone with previous equity … fund management experience. Coloma WealthManagement is a firm of 15 City based advisers. JOB DESCRIPTION: OVERVIEW ● It is a part time role that is currently seven days per month. The salary is GBP 80k pro rata which equates to GBP 27k per annum ● The role involves … equities as well as good Excel skills; an investment qualification such as the CFA is preferred ●The business operates under the umbrella of Coloma WealthManagement which is a firm of 15 City based financial advisers ● It would suit either an analyst or someone with previous equity fund 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 WealthManagement 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 WealthManagement 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 »
ADLocation: LondonWorking type: HybridSalary range: £90K-£100KWe 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 … 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 office finance, providing data and insight as requested on a monthly, quarterly 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 »
City Of London, England, United Kingdom Hybrid / WFH Options
mbf
MBF are currently partnering with one of the UK's top Wealth Managers to fill a key role within their Client Services team. Our client is a leading WealthManagement firm renowned for its commitment to excellence and client satisfaction. With a track record of success and … alongside seasoned professionals and make a tangible impact within a market leading organisation. Requirements: Candidates must have some kind of background working in the wealthmanagement sector and have good understanding of the importance and impact of the regulatory framework within which wealthmanagement sits. Support … hybrid working. Professional Development: You will have access to ongoing training and development opportunities to enhance your skills and advance your career within the wealthmanagement industry. Collaborative Environment: Join a collaborative and supportive team where your contributions are valued, and you'll have the opportunity to work more »
and 3pm Monday to Friday. Other contractual hours can be worked between 7am and 7pm. Working as part of the team at Bryant Associates WealthManagement Ltd who are a Senior Partner Practice of St. Jamess Place Plc. An excellent opportunity has arisen for a professional and experienced … locations, writing reports in respect of the business generated by the Financial Advisers within the Practice and managing cases through to completion. Bryant Associates WealthManagement is well established and highly successful, operating since 1995. The Role: Senior Technical Administrator As a Technical Administrator your role will include … and happy working with little or no supervision Ideally, you will SJP system experience, or have been working for an IFA or in a WealthManagement environment and you hold the Level 4 Dip PFS qualification or are working towards obtaining it Alternatively, you may be FPC qualified 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 »
Head of Development/Engineering - WealthManagement - £150,000+ Orbis are partnered with a WealthManagement firm in London who offer a variety of services for high net-worth individuals and institutions, with a focus on helping them achieve their long-term financial goals through innovative … by 2025. This will be around 20% hands-on, so some coding will be required. You'll also be responsible for: Day to day management and leadership of the team, reporting directly into the CTO Identify any technical inefficiencies in existing systems and provide solutions for improvement Drive implementation more »
Job DescriptionHead of Development/Engineering - WealthManagement - £150,000+Orbis are partnered with a WealthManagement firm in London who offer a variety of services for high net-worth individuals and institutions, with a focus on helping them achieve their long-term financial goals through innovative … by 2025. This will be around 20% hands-on, so some coding will be required. You'll also be responsible for: Day to day management and leadership of the team, reporting directly into the CTOIdentify any technical inefficiencies in existing systems and provide solutions for improvementDrive implementation of automated 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 »
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 »
Job DescriptionLead Platform EngineerLeading WealthManagement FirmLeeds/RemoteAbout Us:Join a pioneering wealthmanagement firm dedicated to empowering individuals and families worldwide to achieve their financial dreams. With our visionary approach and advanced technology, we deliver tailored solutions that redefine wealth management.Position Overview:We … re seeking a dynamic Engineering Lead to drive innovation and excellence in our team. You'll spearhead the design, implementation, and management of cutting-edge infrastructure solutions, ensuring our systems are secure, reliable, and scalable.Responsibilities:Lead our DevOps team in crafting and maintaining scalable infrastructure solutions.Architect and manage cloud … learning and development opportunities.Collaborative and supportive work environment.Ready to Make Your Mark?If you're passionate about driving change and shaping the future of wealthmanagement, we want to hear from you. Join us on our journey to redefine what's possible in finance. Apply now more »
Lead Platform Engineer Leading WealthManagement Firm Leeds/Remote About Us: Join a pioneering wealthmanagement firm dedicated to empowering individuals and families worldwide to achieve their financial dreams. With our visionary approach and advanced technology, we deliver tailored solutions that redefine wealth management. … Position Overview: We're seeking a dynamic Engineering Lead to drive innovation and excellence in our team. You'll spearhead the design, implementation, and management of cutting-edge infrastructure solutions, ensuring our systems are secure, reliable, and scalable. Responsibilities: Lead our DevOps team in crafting and maintaining scalable infrastructure … development opportunities. Collaborative and supportive work environment. Ready to Make Your Mark? If you're passionate about driving change and shaping the future of wealthmanagement, we want to hear from you. Join us on our journey to redefine what's possible in finance. Apply now more »
Jersey, United Kingdom Business management, administration and support, Corporate services, infrastructure and facilities, Finance, Management and Business Support, Operations, Process, project and program management Global WealthManagement Job Reference # 294711BR City St. Helier Job Type Full Time Your role Are you intrigued by the … experience with relevant administration and accounting software packages, preferably NavOne, and Excel About us UBS is the world’s largest and 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 »
An exciting opportunity has arisen for a Python Engineering Manager - Django to work on creating a Digital WealthManagement Platform. You will be working directly with the CTO to roll out the new set of products on a very ambitious roadmap with fantastic expansion plans.. You'll be … joining a growing team for a leading digital wealthmanagement company that is at the forefront of technology solutions. The successful candidate will be someone who enjoys innovating, problem solving and wants to be at the forefront of transformation. As the company continue to grow organically and through … an ambitious tech advocate who is keen to take advantage of abundant opportunities for personal achievement and to accelerate their career within a leading wealthmanagement form Have commercial hands-on coding experience Experience of leveraging REST APIs to undertake application integration Experience of unit and end-to more »
Project Manager - Contractor - Finance (Wealthmanagement) - Travel essential Oscar Technology is engaged with a growing Consultancy to support them expanding their team with a Project Manager. They are looking for someone to help transform their impressive client portfolio into high performing organizations. The Role- You will be working … develop and implementing new systems What you will need- At least 5 years of experience as a Project Manager ( working in the Finance industry ) WealthManagement experience At least one PM certification ( Prince 2, APM or PMI) Strong problem solving skills throughout a full project life cycle. Experience … please do get in touch with your latest CV below. Oscar also offers a referral scheme for any successful candidates Project Manager - Contractor - Finance (Wealthmanagement) - Travel essential Oscar Associates (UK) Limited is acting as an Employment Business in relation to this vacancy. To understand more about what more »
TIFFANYS WEALTHMANAGEMENT LTD Financial Services Senior Administrator Position Description Financial Administration including Team Leader/Management duties with a potential to progress into Technical Associate role Team Leader/Management experience essential Person Description Must be extremely Organised and able to multitask. Must have strong … of contact for Staff members to assist with queries/issues To assist with the daily running of the office To work alongside the Management Team ensuring excellent client outcomes To build knowledge in Financial Services To build and maintain strong relationships with clients and keeping them up to … provide Administration support to the Advisors ensuring accuracy and attention to detail Ensure Staff are up to date with training Client Administration Production of Wealth Accounts and Investor Returns Client servicing process including Annual Reviews Managing and overseeing the completion of Debrief actions Seeing cases through from start to 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 »