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 … dedicated 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 business objectives more »
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 assess potential … clients, 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 record 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 »
THE COMPANY An established and highly reputable WealthManagement firm based with the City of London. THE ROLE The Sales Trainer will work closely with the Front Office Investment Management and Financial Planning teams to focus on building out new client business and maintaining client business already … and seminars both in person and virtually. The Sales Trainer is to assess individual training needs of team members and customise accordingly for the WEALTHMANAGEMENT business. The Sales Trainer will work alongside the WEALTHMANAGEMENT firms sales leadership to identify areas of improvement and build … strategies to better them. The Sales Trainer will design and deliver an effective new joiners proposition and sales programme as well as effective sales management training. The Sales Trainer is expected to evaluate all training programmes through feedback mechanisms and performance metrics. The Sales Trainer will provide continuous coaching more »
THE COMPANY An established and highly reputable WealthManagement firm based with the City of London. THE ROLE The Sales Trainer will work closely with the Front Office Investment Management and Financial Planning teams to focus on building out new client business and maintaining client business already … and seminars both in person and virtually. The Sales Trainer is to assess individual training needs of team members and customise accordingly for the WEALTHMANAGEMENT business. The Sales Trainer will work alongside the WEALTHMANAGEMENT firms sales leadership to identify areas of improvement and build … to better them. The Sales Trainer will design and deliver an effective new joiner’s proposition and sales programme as well as effective sales management training. The Sales Trainer is expected to evaluate all training programmes through feedback mechanisms and performance metrics. The Sales Trainer will provide continuous coaching more »
SALARY: 70-90K The Company An established and highly reputable WealthManagement firm based with the City of London. The Role The Sales Trainer will work closely with the Front Office Investment Management and Financial Planning teams to focus on building out new client business and … the Front Office Investment & Financial Planning teams. The Sales Trainer is to assess individual training needs of team members and customise accordingly for the WealthManagement business. The Sales Trainer will work alongside the WealthManagement firms sales leadership to identify areas of improvement and build … to better them. The Sales Trainer will design and deliver an effective new joiner’s proposition and sales programme as well as effective sales management training. The Sales Trainer is expected to evaluate all training programmes through feedback mechanisms and performance metrics. The Sales Trainer will provide continuous coaching more »
Acquisition/Integration Support (Private client wealthmanagement) City of London/Hybrid C £35,000 plus bonus and excellent benefits package The Opportunity Our client, a highly regarded and rapidly expanding private client wealth manager is currently looking to strengthen their acquisition integration function. This opportunity … would suit a candidate looking to launch their career in the wealthmanagement sector and develop their operational and administration/Excel skills. As this business grows it will offer the opportunity to develop a long term career in the business. The Role You will be joining a … communication and meeting with vendors and income reconciliation together with numerous assorted tasks. You will gain exposure to all areas of the business and wealthmanagement generally and develop relationships with stakeholders in the business. About you Whilst experience is advantageous in WealthManagement/Financial 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 »
Service Manager - WealthManagement - London, Newcastle or Edinburgh (hybrid working)My client, a leading WealthManagement firm, is looking for a Service Manager to join them on a Permanent basis. The successful candidate will work on all aspects of service management in their Custody and … Settlements function.Role responsibilities and requirements:Established experience of working as a Service Manager in either the Investment, Asset or WealthManagement sectors.Proven experience of working with difficult and complex third party vendor/suppliers.Previous experience of independently managing and resolving service management issues and incidents.Strong IT or … technical service management background.Start date: ASAPSalary: Between 70,000 to 85,000 per year, based off experience (plus benefits) Location: London, Newcastle or Edinburgh (Hybrid Working)If this is of interest, please apply with your latest CV and I will be in touch if your profile matches the spec....Discipline 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 »
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 »
Executive Location: United Kingdom (Remote with occasional travel) Salary: Up to £120,000 base + bonus/commission Industry Sectors: Financial Services, Local Government, WealthManagement, Insurance, Manufacturing, Healthcare, Utilities Job Type: Full-time, Permanent About the Role We are seeking a dynamic and results-driven Senior Sales … on selling our cutting-edge solutions, powered by the Microsoft Power Platform, to a diverse array of industry sectors including Financial Services, Local Government, WealthManagement, Insurance, Manufacturing, Healthcare, and Utilities. The successful candidate will be responsible for establishing and expanding our footprint in the UK market by … revenue growth. Strategy: Develop and execute a robust sales strategy tailored to the UK market, targeting key sectors such as Financial Services, Local Government, WealthManagement, Insurance, Manufacturing, Healthcare, and Utilities. Management: Manage and grow a portfolio of clients by understanding their business needs, providing tailored solutions more »
Wealth ManagementAcross WealthManagement, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealthmanagement businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra-high net … offices, foundations and endowments, and corporations and their employees. Our direct-to-consumer business provides digital solutions that help customers save and invest. Across WealthManagement, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data, and design.Marcus … help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We more »
Frontend Technical Architect – Retail Wealth ManagementFrontend Technical Architect – Retail WealthManagement 100,000 Plus Bonus and Bens 10% Pension Quant Capital is urgently looking for a Technical Architect with strong frontend JavaScript Experience to join or well known Fintech client who are a well know wealthmanagement software business. We are looking for a technically strong architect to help to design and grow a SaaS platform. The company has bold global ambitions. They have a comprehensive microservices architecture in backend and are looking to extend the pattern into an ambitious micro-frontend strategy for … Financial Services firms specifically embracing change bought about by the various market shifts towards FinTech. This is an award winning business with a strong management team and a deep product focus. The Technical Architect Will: • Architect, design and document a brand new platform. • Drive technology forward to maintain and more »
The Company An established and widely known WealthManagement firm servicing Investment Management needs to High-Net-Worth Clients. The Role The Executive Assistant will support the Chief Risk Officer/Head of Legal within this well established WealthManagement firm. The Executive Assistant will … provide administrative support to the Chief Risk Officer/Head of Legal as required. Proactive and effective diary management, managing travel arrangements, and arranging lunches and dinners as required, also processing expenses and managing itinerary. Filter information, identifying priorities for the Chief Risk Officer's attention, responding to or … forwarding on as appropriate. Perform extensive diary management - scheduling meetings & establishing priorities to ensure smooth & efficient running of daily schedule. Ensure the Chief Risk Officer is ready for all meetings ensuring papers are in order & all schedules confirmed. Provide support to committee meetings, including developing agendas, taking accurate notes 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 »
Glasgow, Lanarkshire, United Kingdom Hybrid / WFH Options
Morgan Stanley
Command Center (ECC, part of the Fusion Response team) is a high-performing globally distributed team that plays a mission critical role in Incident Management, Problem Management, Change Management and Significant Event Readiness. The ECC creates value by providing command, control and communication for significant Firm-wide … direct impact on operational stability.About Morgan StanleyMorgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealthmanagement services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices … situations, organizational and situational awareness, sound judgement and a strong analytical ability.The role will also involve advising and consulting on processes related to Incident Management, Problem Management and Change Management, as well as the delivery of the Cross Response deliverables that include other Fusion pillars. Following any 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 »
Role DescriptionAt FNZ, our purpose is to make wealthmanagement more accessible, bringing easier, fairer and more inclusive solutions to people worldwide. Here in the Global Cyber & Information Security team, we work to protect the platforms that support investment solutions for over 20 million people.We are looking for … proactive approach to identifying and mitigating security risksUnderstanding of regulatory requirements impacting securityExcellent spoken and written English#LI-CM1About FNZFNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealthmanagement industry, but complexity holds firms back. We created wealth’s growth platform to help. We provide a global, end-to-end wealthmanagement platform that integrates modern technology with business and investment operations. All in a regulated financial institution. We partner with over more »
Role DescriptionAt FNZ, our purpose is to make wealthmanagement more accessible, bringing easier, fairer and more inclusive solutions to people worldwide. Here in the Global Cyber & Information Security team, we work to protect the platforms that support investment solutions for over 20 million people.We are looking for … proactive approach to identifying and mitigating security risksUnderstanding of regulatory requirements impacting securityExcellent spoken and written English#LI-CM1About FNZFNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealthmanagement industry, but complexity holds firms back. We created wealth’s growth platform to help. We provide a global, end-to-end wealthmanagement platform that integrates modern technology with business and investment operations. All in a regulated financial institution. We partner with over 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 Client A well-established boutique WealthManagement firm based in Leeds. The Role The Client Services Executive will work in the Leeds office of this established WealthManagement company to assist the Investment Partners and Wealth Planning Directors inproviding full administrative support. The Client 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 »
