As a leader of PrivateBanking's Client Service Team, you will be directly responsible for the delivery of Client Services, and the management of Client Service Professionals with a direct reporting line to the COO. You will be responsible for the investigation, analysis, and resolution of Incidents … Firms. You will develop and implement standards, processes, and procedures across the Client Service Team. You are responsible for ensuring superior client service to PrivateBanking's Firms, providing prompt, accurate, and complete responses and resolutions to incidents, client inquiries, and other service issues. You will also direct … matters, and develop and maintain direct relationships with client firms. You will develop and maintain positive relationships with internal colleagues supporting the delivery of PrivateBanking services, and identify and implement opportunities to improve SEI's delivery of services to Firms. As a member of the PrivateMore ❯
SAAS Sales Executive - PrivateBanking - Fintech SAAS Sales Executive wanted as our team is growing fast! Calling highly motivated, bright candidates who are looking for a career at an exciting award-winning FinTech firm! Company: Wealth Dynamix Role: SAAS Sales Executive Location: London Start Date: June 2025 Would … firms in Europe? We are looking for an analytical self-starter with experience in setting up SAAS sales processes and closing deals in the PrivateBanking/Wealth Management Sector. If you are passionate about digital transformation and keen to learn about delivering the market leading Client Lifecycle … the Wealth Management industry, apply now! Who are we? Wealth Dynamix helps to relieve the burden of client management issues for wealth management and privatebanking firms with innovative technology. We provide Relationship Managers with a multi-award winning digital Client Lifecycle Management (CLM) platform, offering 360-degree More ❯
Month Rate: Up to £600/day Outside IR35 About the Role: We are seeking an experienced Test Manager with a strong background in PrivateBanking or Retail Banking , specializing in Payments and ISO 20022 standards, to lead testing activities for a key project within our financial … with business analysts, developers, and other stakeholders to define test requirements and ensure that testing supports business objectives and compliance standards. Required Skills & Experience: PrivateBanking or Retail Banking Background: Proven experience working in a banking environment, with a focus on payments systems, transaction processing, and … with the ability to manage complex issues and deliver solutions under pressure. Seniority level Mid-Senior level Employment type Contract Job function Finance Industries Banking #J-18808-Ljbffr More ❯
professional and personal lives often overlap and our mission is to help empower our customers to achieve their ambitions by serving all their interdependent banking needs. We provide a comprehensive range of digitally enabled products and services to meet the property finance, business and commercial banking, privatebanking and personal savings needs of our customers. Our human and digital model transforms banking for customers who still value a face-to-face relationship that is enabled by the latest digital technology. We partner with firms such as Google Cloud, Cigniti and Slalom as we continue … Coach (After Probation) The Role: The Digital Architect/Technical Writer will have a strong software engineering background as an integral part of the banking technology team. This role requires hands-on programming experience, a deep understanding of RESTful APIs, and the ability to work closely with solution designers More ❯
the future. Headquartered in Birmingham, HSBC UK serves over 15 million active customers with the support of 23,900 colleagues. The bank provides retail banking and wealth management services to personal and privatebanking customers under its three brands: HSBC UK (including PrivateBanking), first … businesses ranging from small and medium-sized enterprises (SMEs) to large corporations, helping them grow, expand internationally, and transition toward sustainability. Through HSBC Innovation Banking, the bank also offers specialized support to clients and investors at every stage of their business journey, leveraging deep sector expertise, stability, and global … an HSBC employee in the UK, you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with More ❯
Birmingham, Staffordshire, United Kingdom Hybrid / WFH Options
HipHopTune Media
the future. Headquartered in Birmingham, HSBC UK serves over 15 million active customers with the support of 23,900 colleagues. The bank provides retail banking and wealth management services to personal and privatebanking customers under its three brands: HSBC UK (including PrivateBanking), first … businesses ranging from small and medium-sized enterprises (SMEs) to large corporations, helping them grow, expand internationally, and transition toward sustainability. Through HSBC Innovation Banking, the bank also offers specialized support to clients and investors at every stage of their business journey, leveraging deep sector expertise, stability, and global … an HSBC employee in the UK, you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with More ❯
Operate and enhance the operational procedures, processes and controls in the Alternatives service, whilst undertaking the day to day operational activities. Apply your specialist Private Equities/Credit and Hedge Funds knowledge, combined with your knowledge of the service and the systems to support the ongoing business. Complex query … client queries & internal issues. Preparing and supporting the preparation, monitoring and reporting on the RCSA (risk & control self-assessment) for teams in the UK PrivateBanking unit (including Operations, SWP and Technology) feeding the SIEL firm wide RCSA. Responsibilities include: Supporting the development, monitoring and maintenance of risk … Operational Resilience framework in line with The Bank of England, Financial Conduct Authority ('FCA') and Prudential Regulatory Authority ('PRA') requirements. SIEL business units comprise PrivateBanking, Institutional Asset Management and Asset Management Distribution. Responsibilities include: Interpretation of regulatory expectations on Operational Resilience frameworks Identification of existing frameworks and More ❯
a place to inspire your work, build your voice, and grow your community. We're different. And we're proud of it. SEI's PrivateBanking & Wealth Management business is looking for an outstanding Sales professional to join us as a Business Development Director. You will be responsible … building and closing new business sales opportunities with a core focus on the UK market. Your target prospects will be wealth managers such as Private Banks, Advisers and Private Client Investment Managers. What you'll do: Using your outstanding relationship skills and existing network, you will maximise current More ❯
Data Management Analyst - Private Bank - London/Hybrid - 12-month FTC twentyAI are partnering with a leading private bank that is seeking a talented Data Management Analyst to join their Chief Data Office. This prestigious organisation has a long-standing reputation for delivering bespoke financial solutions to high … GDPR and other data protection regulations. Requirements: Strong experience in data governance, data management, or a similar role, ideally within the financial services or privatebanking sector. Strong knowledge of data governance frameworks (e.g., DAMA-DMBOK) and data quality management principles. Familiarity with data privacy regulations such as More ❯
ideally in financial technology consulting or in industry. Knowledge and/or experience in various ecosystem technologies/technology platforms within Wealth Management/PrivateBanking Knowledge and/or experience of Wealth Management/Investment Management front to back processes and operating model, including the client and … At Accenture in addition to a competitive basic salary, you will also have an extensive benefits package which includes 25 days’ vacation per year, private medical insurance and 3 extra days leave per year for charitable work of your choice! Flexibility and mobility are required to deliver this role More ❯
london, south east england, united kingdom Hybrid / WFH Options
Accenture
ideally in financial technology consulting or in industry. Knowledge and/or experience in various ecosystem technologies/technology platforms within Wealth Management/PrivateBanking Knowledge and/or experience of Wealth Management/Investment Management front to back processes and operating model, including the client and … At Accenture in addition to a competitive basic salary, you will also have an extensive benefits package which includes 25 days’ vacation per year, private medical insurance and 3 extra days leave per year for charitable work of your choice! Flexibility and mobility are required to deliver this role More ❯
In addition, employees are responsible for completing all required Risk Management training. What we need from you: A strong understanding of Wealth Management/Private Banking. Excellent presentation and written communication skills; being comfortable with and enjoying being in a client-facing role. Excellent organizational and analytical skills. SEI More ❯