The Company: Our client is a wealthmanagement company, highly recognised and fantastic reputation. The Role: The Business Manager will work closely with the Front Office, specifically with the Client Services teams and senior stakeholders to drive business, technological and regulatory related improvements across the Client Services team. … The Business Manager will focus on developing strategic plans to support the WealthManagement firms long-term goals and help identify areas for improvement and implement change to increase efficiency to meet the needs of a rapidly growing business. The Business Manager will provide analytical support to the … Client Services Team across all aspects of the WealthManagement business The Business Manager will provide support/lead on IT Projects as required, be a key driver of change andwill act as point of contact for new investment services as required. The Business Manager will collaborate with more »
their most significant and highest profile IT change programmes. Our team has grown rapidly over recent years, and continues to do so, combining a wealth of deep industry knowledge with both business advisory experience and technical expertise. Our proposition differs from our competitors as we are not purely delivery … with the client to implement a testing solution that meets their quality assurance needs. We work with leading clients and vendors across investment and wealthmanagement landscape. You will have the opportunity to drive the test strategy and implementation on both traditional and agile implementations for top tier … role in leading practice development activities such as: developing new service offerings to take to market and leading on thought leadership; contributing to the management of our business.Responsibilities will include: Collaborate with our investment & wealthmanagement leadership teams, proposition owners and Q&TE leads to develop and more »
SALARY: 65-85K The Client An established and highly reputable WealthManagement based within the City of London. The Role The Digital Marketing Analyst will be responsible for maintaining GA4 application across the firm s websites ensuring all data layers are functioning for accurate and analytics insights … for the wealthmanagement business. The Digital Marketing Analyst is to commit to upskilling the WealthManagement business in web analytics and to develop as well as maintain reports, dashboards, presentations, and data visualisations and recite interpretation of their findings to help towards informed decision-making. … Digital Marketing Analyst will provide well ordered Marketing Data Analysis and deep dives into areas of opportunity in a selection of formats for the wealthmanagement company. The Digital Marketing Analyst is to support the Group Head of Marketing and Communications and Senior Digital Marketing Manager in delivering 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 »
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 »
hugely diverse range of clients rely on us to deliver the kind of change that adds genuine, lasting value to their business.Our Investment and WealthManagement clients engage us to solve their most complex problems, and to help shape and deliver solutions in a rapidly changing marketplace. We … for their delivery of client workLead client engagements and develop strong long-term client relationships as a trusted business advisor in the Investment and WealthManagement sectorOwn and develop propositions, develop innovative thought leadership and support the growth of our businessLeverage your existing, and develop new, trusted relationships … junior team membersLearn from the best in the BusinessConnect to your skills and professional experienceEssentials:Extensive experience working within a top-tier Investment or WealthManagement firm, or consulting firmProven track record of designing, delivering and leading large projects and programmes, including complex business and technology transformations in more »
Exclusive: Part Time UK Head of Compliance & MLRO IFA or WealthManagement Experience Required Exclusive: Part Time UK Head of Compliance & MLRO IFA or WealthManagement Experience Required Ref: 4022G2 We have been appointed by our Client, a Global Wealth Manager, who are looking to … the SMF16 role of the business including remaining current with all relevant regulatory changes that impact the business and ensuring the business and senior management remain abreast of their obligations. Provide support, guidance and advice to the Board, Managers and colleagues to support and facilitate a strong compliance framework … for the FCA, external regulatory and legal advisors. The successful candidate must have gained senior Compliance & some Financial Crime experience from an IFA or WealthManagement firm and may previously held SMF 16 & 17 (or CF10 or 11) or else be looking to hold these for the first more »
The Client An established and widely known WealthManagement 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 WealthManagement company - essential! Experience working with Static Data. Client service focus. Good understanding of the importance of the regulatory framework more »
hugely diverse range of clients rely on us to deliver the kind of change that adds genuine, lasting value to their business.Our Investment and WealthManagement clients engage us to solve their most complex problems, and to help shape and deliver solutions in a rapidly changing marketplace. We … recognised for their delivery of client workPlay an active role in the recruitment and career development of more junior team membersLeverage your Investment and WealthManagement expertise to lead on projects, develop innovative thought leadership and support the growth of our businessOwn and develop trusted relationships with our … grow the firmLearn from the best in the BusinessConnect to your skills and professional experienceEssentials:Extensive experience working within a top-tier Investment or WealthManagement firm, or consulting firmProven track record of designing, delivering and leading large projects and programmesSubject matter expertise in the Charles River Development more »
hugely diverse range of clients rely on us to deliver the kind of change that adds genuine, lasting value to their business.Our Investment and WealthManagement clients engage us to solve their most complex problems, and to help shape and deliver solutions in a rapidly changing marketplace. We … and associated critical paths, to deliver outcomes in a controlled and effective mannerParticipate fully within Deloitte to assist the growth of the Investment and WealthManagement practice, including supporting the firm’s commitment to creating a more diverse and inclusive cultureSupport business development work such as pre-sales … quality and timescalesLearn from the best in the BusinessConnect to your skills and professional experience Essentials:Experience working within a top-tier Investment or WealthManagement firm, or consulting firmExperience supporting delivery projects and programmesExperience working with the Charles River Development system across either functional areas or across more »
Head of Development/Engineering - WealthManagement - £150,000+ Hit Apply below to send your application for consideration. Ensure that your CV is up to date, and that you have read the job specs first. Orbis are partnered with a WealthManagement firm in London … 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 »
PwC's Asset and WealthManagement (AWM) practice is the market leading AWM audit business. Our business is a national practice comprising over 600 staff with a presence in 12 offices across the UK, and comprises both financial audit and non-audit assurance businesses. Working in AWM will … Capitalist backed companies. You'll work across a wide variety of industry sectors including, Real Estate, Hedge Funds, Pensions, Private Equity, traditional Asset and Wealthmanagement, as well as technology and asset servicing businesses. This breadth of client base gives our people an unmatchable opportunity to gain deep … range of development opportunities available at PwC. The responsibilities include but are not limited to: Leading multi-location teams, using your team and relationship management skills to ensure the delivery of high quality audit work - from planning to completion of an Audit, including the review of financial statements, ensuring more »
Technical Business Analyst - WealthManagement Our client, a leading financial services firm, is seeking an experienced Technical Business Analyst to join their UK WealthManagement IT team in an Application Delivery role. This is an exciting opportunity to drive innovative IT solutions and system changes that … and financial data formats/protocols (FIX, FIXML, SWIFT, etc.) Front-to-Back trade lifecycle knowledge, preferably cross-asset class In-depth understanding of WealthManagement domain (client lifecycle, order flows, asset viewing, reporting) Proven ability to produce precise specification documentation Excellent communication skills to explain technical concepts more »
YOUR IMPACT Do you have a deep subject matter expertise and a passion for risk management? We're looking for a professional to join our Embedded Risk Management (ERM) team specifically focused on the risk within the Asset Management Division Operations (AMD) area, who can proactively hunt … role in upholding the three Operations principles of client focus, process innovation, and risk management. The ERM employs the components of the Operations Risk Management Framework to continuously measure and assess levels of risk for existing/new processes within the Business Unit. In addition to being affiliated with … specific product and/or functional areas, the ERM is bound together in the Asset Management Operations Risk Management organization in order to improve consistency of risk measure and assessment practices across the front to back businesses. HOW YOU WILL FULFILL YOUR POTENTIAL Be proactive risk managers such 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 »
City of London, London, United Kingdom Hybrid / WFH Options
Noir
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 »
directly to the firm's success. The division is ideal for collaborative individuals who have strong ethics and attention to detail. CREDIT RISK - PRIVATE WEALTHMANAGEMENT Credit Risk works closely with the CRO/senior management to manage Goldman Sachs' credit risk. Credit professionals protect the firm … through 11 different offices around the world. Credit Risk provides a unique opportunity to develop a variety of professional skills and expertise in risk management while working on financial transactions. THE ROLE & RESPONSIBILITIES We are looking for a highly motivated individual who is able to deliver credit risk analysis … including lending, trading and derivative products. Perform regular portfolio reviews and industry exposure reviews. EXPERIENCE & SKILLS REQUIRED Minimum of 8 years of credit risk management experience, with a solid background in private client credit risk. Significant experience in private banking/private client credit products including margin lending, mortgages more »
Our client is a successful and well-known specialist asset management business, which has a stable and experienced team. They distribute their produces via the adviser community, and this includes financial advisers, private banks, and national firms and networks. This is an excellent opportunity for an experienced Business Development … key focus on this role. The role will involve making presentations to, and building relationships with, key decision-makers within the UK's largest wealth managers and private banks. Our client has established relationships with leading wealthmanagement firms across the UK, and therefore the role does … partnerships. You must have a long-term partnership ethos to sales and you will be fully conversant in the needs of the adviser and wealthmanagement community. We are also keen to speak to those with excellent presentation skills. This is a great role with a successful firm. more »
Job Description - Model Risk Management (Traded Risk) - Vice President (3246520) Job Description Model Risk Management (Traded Risk) - Vice President Job Number: Job Number: 3246520 Posting Date Posting Date : May 1, 2024 Primary Location Primary Location : Europe, Middle East, Africa-United Kingdom-United Kingdom-London Education Level : Master's … Degree Job Employment Type : Full Time Job Level : Vice President Description Model Risk Management (Traded Risk) Vice President London 3246520 Firm Risk Management (FRM) supports Morgan Stanley to achieve its business goals by partnering with business units across the Firm to realize efficient risk-adjusted returns, acting as … from exposure to losses as a result of credit, market, liquidity, operational, model and other risks. This role resides within FRM's Model Risk Management (MRM) Department which is dedicated to providing independent model risk control, review and validation of models used by Morgan Stanley. These include models used more »
Account Manager/Relationship Manager Location: Hybrid (Bath, Edinburgh, or London) Join a dynamic FinTech revolutionizing wealthmanagement! If youre an experienced Account Manager or Relationship Manager with a background in SaaS or FinTech, this is your chance to make an impact. What You'll Do: Manage relationships … superior customer service. Partner with clients to migrate business books and discover new growth opportunities. What We're Looking For: Strong experience in fintech, wealthmanagement, financial planning, or financial advice. Passion for leveraging technology to improve investing experiences. Exceptional relationship-building skills and problem-solving abilities. Experience more »
Employment Type: Permanent
Salary: £55000 - £75000/annum Medical, 6% pension,28 days holiday
execute strategic projects, with leading companies, to drive transformation through our Digital, Analytics and Consultative capabilities with our industry leading methodologies. Responsibilities Provide relationship management support and leverage to Transformation Services Partners such as managing meeting agendas, recording minutes and documenting actions/follow-ups. Provide business development support … opportunities. Leverage our standard methodologies in the delivery and implementation of project/program scope to drive business value for our clients. Handle project management activities including planning, reporting scope management, dependencies, risks, issues, costs, and resources in the project. Execute project activities and produce deliverables in accordance … in you Minimum Qualifications/Skills Bachelor s degree in the either of the following disciplines: Engineering, Business, finance, Analytics, Computer Science or data management Experience with MIRO, Jira, MS Visio, and various project management applications Project management experience and exposure to Agile/Scrum methodologies is more »
practice means that we are looking to grow the team further by recruiting individuals with experience from across Retail and Commercial Banking, Building Societies, Wealth and Asset Management, Capital Markets, Insurance and Reinsurance.Your roleAssist with the design and development of major programmes, including programme strategy and set up … transformation workstreams including the development of plans, managing critical paths and interdependencies to deliver major change successfully Support progress delivery, including, progress reporting, risk management and financial controls in relation to a project, programme or workstream Support the growth of client relationships, identifying new opportunities within both existing and … taking initiative. We have unique challenges to solve, and often in unique contexts.You should have experience in most of the following:Project/Programme management and Project Management Office (PMO), including understanding the development of plans, governance, reporting, RAID (Risk, Action, Issue, Dependency) management, and project toolsExperience more »
Kingdom-United Kingdom-London Education Level : Master's Degree Job Employment Type : Full Time Job Level : Vice President Description 3250378 #LI-VL1 Firm Risk Management (FRM) supports Morgan Stanley to achieve its business goals by partnering with business units across the Firm to realize efficient risk-adjusted returns, acting … from exposure to losses as a result of credit, market, liquidity, operational, model and other risks. This role resides within FRM's Model Risk Management Department which is dedicated to providing independent model risk control, review and validation of models used by Morgan Stanley. These include derivative pricing models … used to monitor counterparty credit risk (XVA/IMM), credit risk (IRB), market risk (IMA), operational risk, capital and liquidity stress tests. Model Risk Management (MRM) professionals in New York, London, Budapest, Frankfurt, Mumbai and Tokyo work closely with business quantitative strategists, risk analytics and risk managers. The London more »
London Education Level : Bachelor's Degree Job Job : Market Risk Employment Type : Full Time Job Level : Vice President Description 3247226 #LI-VL1 Firm Risk Management (FRM) supports Morgan Stanley to achieve its business goals by partnering with business units across the Firm to realize efficient risk-adjusted returns, acting … a result of credit, market, liquidity, operational, model and other risks. The role will reside within FRM s Market Risk Department. The Market Risk Management Division ( MRD ) is responsible for the independent identification, analysis, reporting and escalation of all market risk exposures arising from EMEA business activities, acting independently … of business management and providing an effective challenge process. The successful candidate will be located on the trading floor and cover the commodities business which includes North America Power and Gas, EU Power and Gas, Emissions, Oil and Oil Products, Metals and Agricultural Products. About Morgan Stanley Morgan Stanley more »
countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: WealthManagement, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined … GMSLA). Familiarity with corporate, security, finance and insolvency laws, documents and related issues (for example security enforcement). Strong organisational, analytical and time management skills. Ability to work in a fast-paced environment. Excellent communication and interpersonal skills -- ability to interact effectively with all levels of staff and … places emphasis on the performance and growth of the organization Integrity Improve further the understanding and awareness of corporate philosophy, professional ethics, compliance risk management, and code of conduct, and make decisions and take actions from a management position Diversity Statement: Nomura is committed to an employment policy more »
