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IBA Wealth Management Ltd is a trusted Financial Services company offering a full financial planning service to new and existing customers.

Compliance Advice Technician An opportunity to join AFH Wealth Management, one of the UKs leading independent financial advisory and wealth management firms.

A leading financial advisory firm is seeking a Director Client Support to provide comprehensive support to their busy team.The successful candidate will manage diaries, prepare client packs, and ensure high standards of compliance.This role is ideal for those with experience in financial advisory su

Client Executive Team Lead - Wealth Management. Team Lead - Finance Operations – Wealth Management in Mayfair: £50 – 60,000. A background in boutique investment management / private banking / HNW or family office will be essential as well as experience with line management of a team – to incl

We are seeking a Business Analyst with strong Wealth & Asset Management domain experience to support wealth platform and operational uplift initiatives. Proven experience as a Business Analyst within Wealth Management (priority) or Asset Management. Map current and target operating models (TOM), inc

Alpha FMC is the leading global consultancy to the Asset Management, Wealth Management and Insurance industries. As a trusted partner to 100% of the top 20 global Asset Management firms by AUM, we have an unrivalled track record in providing our base of over 660 clients with a competitive edge by us

Asset & Wealth Management covers the firm's Wealth Management, Public and Private Asset Management businesses. We are organized into global teams comprising business and technology auditors to cover all of the firm’s businesses and functions, including global banking & markets, asset & wealth mana

You'll need to have experience as an IT Manager in financial services - wealth management or financial planning background is strongly preferred. A PE-backed wealth manager with serious acquisition ambitions and the budget to match. You're stepping into a newly significant role at a fast-moving IFA

A chartered independent financial firm in London is hiring an Operations Manager to oversee the firm's daily operations, manage a team, and drive compliance oversight.The ideal candidate will possess strong experience in financial services, excellent communication skills, and a methodical approach t

Asset & Wealth Management, Control Office, Third Party Risk Management & Resilience, Associate, Birmingham. Bachelor’s degree and 3+ years of experience within a risk management or control discipline context and a solid understanding of the Asset & Wealth Management franchise. The Asset & Wealth M

This role is within the Wealth Management – CIO Equities team, part of the Asset & Wealth Management business. Morgan Asset & Wealth Management delivers industry‑leading investment management and private banking solutions. Asset & Wealth Management - Equities Quantitative Investment Analyst - As

Previous Sales Management and Training & Competence Management experience. Experience managing a team of wealth / financial advisors -.

Title: Life,Pensions&RetailInvestments-ManagementConsultant.

A growing wealth management business is seeking a CRM System Support Analyst to maintain their CRM system, Xplan, and client portal. The ideal candidate will have CRM expertise, especially in wealth management, and strong problem-solving abilities.

ASSET & WEALTH MANAGEMENT OVERVIEW. A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. Founded in 1869, we are a leading global investment banking, securities and investment management firm.

Extensive experience with Financial Services and Wealth & Asset Management customers. Excellent verbal and written communication, presentation, and relationship management skills. Executive level relationship management.

The ideal candidate will have experience in asset and wealth management, excellent communication skills, and proficiency in MS Office applications. In this role, you will lead change management initiatives and support product development processes.

The ideal candidate will have over 5 years of consulting experience, excellent problem-solving abilities, and skills in client relationship management.

Experience in asset and wealth management, with knowledge of mutual funds and discretionary/non-discretionary solutions. You’ll analyze and implement changes across product development, management, and regulatory initiatives, collaborating with stakeholders across regions. Lead and independently d

Proven experience in wealth management, financial advisory, or client relationship management. Skybound Wealth Management is a global financial advisory firm with offices across the UK, USA, Europe, Switzerland, UAE, and Asia. We deliver bespoke advice to internationally mobile clients, backed by sp

A leading financial planning firm in the United Kingdom is seeking a Managing Director.This strategic leadership role focuses on driving overall performance and operational effectiveness.Responsibilities include defining business strategy, improving financial performance, and ensuring regulatory com

A London-based wealth management firm is seeking a Compliance Manager to enhance its compliance program.

If you re ambitious, organised, and want a long-term career in wealth management, this is a genuine opportunity to build something meaningful within a supportive, team-focused working environment. You will have a genuine interest in wealth management, and be committed to developing a career as a Fin

Candidates should have 3-6 years of directly relevant work experience in product management and/or the financial services sector (ideally in Wealth Management). PWM professionals develop customized investment strategies and offer a full array of wealth management products and services, including pri

A financial technology firm is seeking a Senior Research Analyst or Portfolio Manager for a residency program.This role involves developing prompts for AI insights, evaluating human vs.Candidates should have over 3 years of experience in finance, manage complex client relationships, and possess a st

Our client is on a mission to transform the way wealth management and financial advice are provided to clients across the UK. Onboarding new clients & relationship management - (e.

A leading wealth management firm in Marlow seeks a Trainee Financial Adviser to support daily administration and client support. The ideal candidate will possess strong communication and analytical skills with a proactive attitude and a genuine interest in wealth management.

A financial services consultancy in the UK is seeking a Client Services Manager to oversee daily operations and lead a team of 6-7 associates.The role involves managing operational processes, enhancing customer experiences, and ensuring compliance with regulations.Ideal candidates will have strong l

Grant Thornton’s Financial Services Tax team provides tax advisory, transactions and compliance services to clients in the Financial Services market across Wealth and Asset Management, Banking and Capital Market and Insurance sectors. Our Wealth and Asset Management team is one of the fastest grow

Communication: Ability to explain complex technical concepts to non-technical stakeholders in the wealth management business. As the local lead, you will bridge the gap between complex financial data requirements and cutting-edge engineering solutions, ensuring our wealth management services are pow

A wealth management organization in Greater London is seeking an experienced Client Executive Team Lead to oversee client onboarding and manage a high-performing team. Responsibilities include client management, training and mentoring team members, and enhancing workflow efficiency.

Proven operational risk and/or audit experience, ideally within Wealth Management, Asset Management or a comparable regulated financial services environment. Work in partnership with other second line assurance functions, both within the Wealth Management division and across the Rothschild & Co Grou

A leading financial services firm is seeking a Product Manager to modernize their Wealth Management digital platform. The ideal candidate should have over 7 years of experience in product management, preferably in financial services.

The Asset & Wealth Management Division includes Goldman Sachs Asset Management (GSAM), Private Wealth Management (PWM) and Marcus by Goldman Sachs. We provide asset management, wealth management and banking expertise to consumers and institutions around the world. Asset & Wealth Management - Full-St

Goldman Sachs Asset Management (AM) is one of the world’s leading investment managers, overseeing $2 trillion in assets. Complexity Management – how you handle trade-offs between consistency and product-specific needs. Founded in 1869, we are a leading global investment banking, securities and i

You will play a crucial role in supporting the Wealth Management side of the business, ensuring that client portfolios are accurately reviewed and all documentation is processed correctly. Candidates should have 2 years of experience in the financial services sector, particularly in wealth managemen

We are seeking a talented Senior Audit Associate to join our Asset & Wealth Management (AWM) Audit team. Experience in financial services, wealth management, trading and/or brokerage services. Develop, evaluate, test, and report on the adequacy and effectiveness of the control environment, partnerin

In this pivotal role, you will drive the growth of the Wealth and Asset Management practice, focusing on business development, advisory services, and operational transformation. A leading international management consultancy is seeking an Associate Partner in Greater London. The ideal candidate shou

Asset & Wealth Management covers the firm's Wealth Management, Public and Private Asset Management businesses. We are organized into global teams comprising business and technology auditors to cover all of the firm’s businesses and functions, including global banking & markets, asset & wealth mana

A leading wealth management firm in the UK is seeking a Team Administrator to support Investment Managers.

A leading global financial services firm is seeking a Quantitative Strategist in London.This role involves developing quantitative analytics, collaborating with multiple teams, and optimizing portfolio performance through innovative strategies.Candidates should have expertise in quantitative modelli

A Business Analyst with Wealth Management and Private Markets exposure is needed for a major wealth and asset management organisation is delivering a flagship digital transformation programme, including the implementation of. Business Analyst - Wealth Management Private Markets | Business Analyst (C

The Asset & Wealth Management Division includes Goldman Sachs Asset Management (GSAM), Private Wealth Management (PWM) and Marcus by Goldman Sachs. We provide asset management, wealth management and banking expertise to consumers and institutions around the world. Goldman Sachs engineers are innovat

In this highly visible role, you will be responsible for planning and executing audits, communicating findings to management, and fostering relationships with stakeholders.

A leading financial services consulting firm based in London is seeking a Senior Data Architect for Wealth & Asset Management.

A leading global consulting firm located in London is seeking a Manager for their Wealth & Asset Management Tax team. The ideal candidate should have strong tax expertise, experience in asset management, and skills in team leadership and client management.

Genuine intellectual curiosity about the application of AI in wealth management and private client advisory. Our team combines deep asset management experience (Lazard, Partners Group) with machine learning and applied AI research.

This role involves advising on employee relations, managing recruitment processes, and supporting change management initiatives.