Wealth management jobs in Cambridge - Page 2Create job alerts

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

Wealth Advisory: identify wealth and tax planning needs referring these clients to Zenith’s preferred partners so that experts in fiduciary solutions, wealth planning and structuring services plus trusts and estate planning can meet our clients’ needs and expectations. Drive a client‑centric c

Due to continued growth, Future Wealth Management has an exciting opportunity for you to join their friendly team as a Financial Services Administrator, based in their Gillingham office. The Practice represents a FTSE 100 brand and has seen its success grow through the ethos of offering quality, fac

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 include creating workflows, monitoring and reporting

We’re seeking Senior Managers to join our FS Private Capital team, bringing strong tax advisory experience in asset management — including international fund structuring and UK corporate tax. You’ll lead key client relationships, broaden your exposure, and help drive strategic growth across as

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

This fully remote position requires 5+ years of experience in product management, strong stakeholder engagement skills, and familiarity with Wealth Management products. A leading fintech firm is seeking a Product Owner for Wealth Management to lead the launch of a new proposition.

A leading consulting firm in London is seeking a PMI / Operating Model Integration Lead to drive post-merger integration programmes in Wealth & Asset Management.

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high-net-worth individuals and families, as well as select institutions, including foundations and endowments. PWM teams work one-on-one with clients to advise and deliver customized strat

Join a dynamic team to make a significant impact in the asset and wealth management sector. The ideal candidate has over 8 years of consulting experience, particularly in Financial Services, and possesses exceptional communication and stakeholder management skills.

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high-net-worth individuals and families, as well as select institutions, including foundations and endowments. Goldman Sachs Private Wealth Management (PWM) specializes in creating compreh

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

Some work experience in a global asset management or strategic consulting firm with exposure to the asset management industry is preferable but not essential. Goldman Sachs Asset & Wealth Management - Sales Support Analyst (Benelux) - London. The BeNeLuxThird Party Wealth (TPW) Sales Team is respons

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

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

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

A leading wealth management consulting firm in London seeks a Senior Operations Specialist to manage operational processes, enhance customer experiences, and solve complex problems.

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 leading financial institution seeks a Private Bank Legal Group Lawyer (Vice President) with expertise in derivatives and structured products.The role involves providing legal support to trading desks within the EMEA region, advising on transactions and regulatory compliance.The ideal candidate is

Product Owner Wealth Management. We’re looking for a Product Owner - Wealth Management who will lead the creation of this proposition from the ground up. Be the expert and central point of contact on wealth management;.

Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship. As a Senior Wealth Planner, you’ll be part of a forward

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

A financial consultancy in the UK is searching for a Senior Mortgage Adviser to be the primary representative for mortgage advice, focusing on residential and buy-to-let solutions, including complex cases.This leadership role involves maintaining key lender relationships, driving commercial growth,

We have a fantastic opportunity for an experienced Private Client Wealth Adviser to join a modern, forward‑thinking wealth management firm in a senior Associate Director & Adviser position. Strong background advising HNW individuals within wealth management, financial planning, or private banking.

A boutique consultancy firm in Greater London is seeking experienced regulatory consultants with a strong background in wealth management.

A growing wealth management firm in Central London is seeking a proactive Wealth Management Administrator to enhance its client support team.

Proven operational risk and/or audit experience, ideally within Wealth Management, Asset Management or a comparable regulated financial services environment. An understanding of the Wealth and Investment Management business and the environment it operates within is desirable. Work in partnership wit

A leading financial services institution is seeking an Area Wealth Director to drive the Wealth strategy and lead a team of Wealth Managers and Analysts. Candidates must hold a QCF Level 4 qualification, possess Competent Adviser Status, and demonstrate expertise in wealth products.

The role will be based at our Head Office in Godalming working within the Wealth Management side of the business. Therefore, you must have proven experience within the wealth management sector including a good understanding of the different products relating to pensions, investments, life assurance

A prestigious global asset management firm is seeking a Senior Executive Assistant to support their Global COO.

Risk management: Maintaining strict adherence to regulatory and procedural guidelines for all marketing communications including proactive management of operational risk. Founded in 1869, we are a leading global investment banking, securities and investment management firm. This vice president will

The Asset Management (AM) Trading Engineering team builds and supports a central function of the Asset and Wealth Management Division with over $2. Asset & Wealth Management - Software Engineer - Associate / Vice President - London.

A leading consultancy firm is seeking a professional with 2-3 years' experience in consulting to join their team in Greater London.This role involves engaging with stakeholders, delivering client projects, and developing strong relationships.Applicants should exhibit excellent communication skills,

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

Proven experience in wealth management, financial advisory, or client relationship management. Skybound Wealth Management is committed to building a diverse and inclusive workplace. Skybound Wealth Management is a global financial advisory firm with offices across the UK, USA, Europe, Switzerland, U

As the Asset and Wealth Management (AWM) Team Events Digital Strategist, on the AM & PB Events Teams, you will partner with AWM Digital Marketing, and AWM Marketing Technology to manage our end-to-end events management platform technology, providing ongoing Events oversight. You will champion the te

Goldman Sachs Asset and Wealth Management oversees $3. The team serves all client segments across wealth, institutional, consultants, insurance, liquidity, and retirement channels and specialises in registered, pooled product vehicles mostly comprised of public securities but also helps facilitate a

Architect the future of the Wealth & Asset Management industry. Capco is seeking a Senior Data Architect to lead and deliver complex data architecture initiatives across our Wealth & Asset Management clients. Alongside client delivery, you will contribute to evolving Capco’s Wealth & Asset Managem

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.

Join us to shape the future of wealth management! #J-18808-Ljbffr.

A leading global Investment Bank is looking for a proactive Dynamic Team Assistant to ensure smooth operations for their wealth management division.

Asset & Wealth Management Overview. A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realise their potential, while you discover your own. We are seeking a candidate to join the GSAM Fixed Income Custom Fixed Income (CFI) team, a core partner t

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

Candidates need to have proven experience in operational integration and migration within a financial services business, ideally with wealth management specific exposure. Consulting, Management, and Project Management. Senior Operations Manager (Wealth Management).

A leading global financial services firm is seeking a UX Researcher - AVP to manage user research initiatives and collaborate with cross-functional teams.The role involves defining research questions, conducting studies, and mentoring junior team members.As a UX researcher, you will advocate for use

Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. Morgan Asset Man

An established industry player in wealth management is seeking a Paraplanner to join their dynamic team in London.

Wealth Management- Asset Transfer & Authentication (AT&A) Associate - London. The Private Wealth Management (PWM) Operations Asset Transfer team is seeking an Analyst who will support the asset transfer review and approval process. The AT&A team works with Private Wealth Management teams to monitor