Private wealth management jobs in Surbiton

Wills & Trusts Solicitors are a licensed practice, focusing on wealth management and estate planning. Having established ourselves over the past few years we are keen to appoint a driven and professional Private Client Solicitor that is keen to make an impact and develop as the business grows. As...

YH2 Capital International, a subsidiary of YH2 Capital Management, is an investment company of which the capital is 100 percent contributed and owned by its founders. As a result of the owner’s approach and the conviction devoted to each investment, the Company maintains a concentrated portfolio....

A well-known national investment management firm are looking for an additional Investment Manager to assist with the continued development of the company in Leeds and across Yorkshire. Investment Manager – Leeds, West Yorkshire. You will have a solid background in the UK private client investment...

You’ll play a lead role in defining a new Investment Data function, helping to harmonise data and ensure it’s accessibility, across various investment strategies and products. Solid experience within Investment Data. Good investment knowledge and an understanding of the data requirements. ...

Technical Business Analyst contract - £550 p/d (Outside IR35). Leading e-commerce client now requires a Technical Business Analyst to work with various scrum teams and stakeholders in shaping their Digital Products. The Business Analyst will have extensive experience working on web/mobile applica...

Our client, a Global active investment management firm, is seeking a Senior Equity Analyst (min 7 years exp) to idea generate into an existing European equity fund. Conduct company investment research to an validate investment thesis – including financial analysis, due diligence on industry trend...

This is an exciting opportunity for an Investment Analyst to join a prominent sovereign wealth real estate development company. Real Estate Investment Management or Portfolio Management with extensive financial modelling experience. Assist in drafting investment strategies by carrying out compreh...

The Associate Investment Manager will receive centralised Investment guidance from the Wealth Management research team and will have autonomy in trading on client portfolios in line with asset allocation and suggest suitable Investments in accordance with the client’s needs. Minimum 3 years’ expe...

As part of the dedicated KYC Team, provide support to the Front Office on AML/KYC execution in relation to Periodic review/Remediation of existing relationships for clients across HBL Bank UK. Provide support to the Front Office on AML/KYC execution in relation to Periodic review/Remediation of e...

The Divisional Chief Risk & Compliance Officer for Davies UK&I will be accountable for the delivery of an effective and efficient Risk & Compliance infrastructure and function across Davies UK&I Division, with the purpose of:. Delivering at Divisional level all objectives set by the Group Chief R...

An exciting opportunity has arisen to join a boutique trading house that are looking for someone to join their compliance team in a generalist compliance officer role, there will however be a focus on the Compliance monitoring and assurance program however there will be the opportunity to get inv...

Altum Consulting are excited to be partnering with a global luxury travel business to recruit a Business Analyst. Business Analyst | Permanent | Central London | Luxury Travel. In this role, you will be responsible for analysing business processes, identifying areas for improvement, and recommend...

Senior Paraplanner Day-to-Day duties:. Senior Paraplanner Qualifications:. ...

A leading commodities trading house are looking to make a key Compliance hire into their central compliance team. They are looking for a Compliance Officer to join their team in London. This role will cover central compliance responsibilities like policies & procedures, gifts & entertainment, as ...

Understanding how relationships, clients and data are applied across the business and functions work together for the delivery of the business. We believe that the unique breadth of this programme will enable you to develop a strong technical and non-technical multi-functional skillset that could...

Integreon are hiring a team of AML/KYC Analysts fluent in. The AML/KYC Analyst will serve our client to manually review and identify the reasons why a customer’s identity verification failed in an automated system. Prior experience in KYC/AML or investigative research is a ideal. Perform Customer...

Role: Salesforce Technical Business Analyst. As a Salesforce Technical Business Analyst, you will be at the forefront of the clients digital transformation journey. You will play a pivotal role in analyzing and understanding the business needs, translating them into technical solutions within the...

They are looking to bring on an MI Business Analyst to cover different teams within the business. MI Business Analyst – Insurance – up to £60,000 (DOE). This role will involve working within the Business Insights team to develop and deliver high quality reporting and analytics for all business ar...

Miryco Consultants is working with a leading Lloyd’s insurance broker, who are looking for a Compliance Officer to join their industry-leading team. Implement, and enhance compliance policies, procedures, and controls. Compliance experience gained in an insurance broker desirable. ...

Rutherford is currently partnered with an elite private equity firm that are looking to hire a Compliance Officer into the London team. Manage code-of-ethics and compliance monitoring related tasks. Provide compliance training to the front office and wider stakeholders. ...

Our client is a boutique wealth management company, highly recognised with a fantastic reputation ... A knowledge of private equity investments is beneficial. Good knowledge/experience with Microsoft ...

We are looking for a Private Wealth Associate to join a City law firm in their Private Wealth team ... Supervising, managing and delegating where appropriate to junior members of staff; * Managing and ...

... wealth management and private equity, and housebuilding & real estate. The team has a strong track record of advising on high-profile projects in the UK and internationally, including ...

Manage and service an existing portfolio of 100 HNW, long-established private clients, delivering personalized wealth planning and management services. * Conduct thorough client reviews and meetings ...