Wealth management jobs in Cambridge - Page 3Create job alerts

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

Candidates should possess proven wealth management experience and a Level 4 Diploma. A global financial advisory firm is seeking a Private Wealth Adviser to join their Athletes & Creators Division.

A leading wealth management firm in Greater London seeks an experienced professional to shape and deliver its AI strategy.

Wealth management/private banking experience. Ensure a seamless transition from onboarding to ongoing account management. Ensure Management Information is maintained regularly and recorded accurately.

Are you an experienced Financial Services professional looking to step into a broader operational leadership role? Or perhaps you’re a paraplanner ready to transition into the operational and management side of a growing firm. You’ll be involved in everything from people management and complianc

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. Collaborate on the fi

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

The ideal candidate will have at least 3 years in Wealth Management, showcasing strong skills in relationship building, problem solving, and teamwork. A growing Wealth Management Consultancy seeks passionate individuals with consulting experience for client engagements.

Asset & Wealth Management - Quantitative Strategist - VP - London. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments,

A leading asset management firm is seeking a Wealth Management Lawyer to join their London legal team on a permanent basis. The successful candidate will be responsible for drafting and negotiating bespoke investment agreements, as well as responding to legal queries arising from the UK Wealth Manag

We are supporting a leading Wealth Management organization in a major transformation of its core platforms (back and front end) as well as a redesign of the integration and data architecture to align to the new platforms’ strategy. Extensive experience in Wealth / Private Banking domain and strong

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

Display a passion for, and knowledge of, the Wealth and Asset Management industry, and keep a finger on the pulse of industry news, key clients and the general business environment. Sheffield Haworth’s Global Wealth & Asset Management Practice partners with leading investment organisations operati

A well-established wealth management firm in Godalming is seeking an experienced IFA Administrator to join their friendly team.

A leading financial institution is seeking a Lending Product Owner to innovate product offerings in Wealth Management.

The role sits within a specialist Wealth & Asset Management M&A and Public Company M&A platform, offering exposure to high‑profile advisory assignments across public and private transactions. Wealth & Asset Management M&A and Public Company M&A, European Financial Institutions Group. The Analyst w

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 & Wealth Management delivers industry-leading investment management and private banking solutions. Acumen and famil

A leading global investment firm in Greater London is seeking a Wealth Management Professional to provide client service management and operational support.

The Paraplanner will support a team of Wealth Managers / Wealth Planners in the administrative management of client portfolios as well as assisting in the growth of the business whilst providing a high level of client service and support. Minimum of 2 years’ experience in a similar Paraplanner or

A leading wealth management firm is seeking a Business Owners Marketing Manager to develop tailored marketing strategies aimed at engaging professional Business Owners.

Asset & Wealth Management covers the firm's Wealth Management, Public and Private Asset Management businesses. Management, monitoring and operations of technology (backups, change management, system monitoring, incident/problem management). We are organized into global teams comprising business and

Candidates should possess strong knowledge in Wealth Management and Private Banking, along with expertise in Credit and Lombard lending.

The ideal candidate has at least 3 years of agency experience, excellent communication skills, and a passion for wealth management. A leading recruitment agency is seeking a motivated Senior Recruitment Consultant focused on wealth management.

Requires managing tasks across various teams including Strategic Client Services, Client Implementation, Portfolio Management, Trading, Operations, Controllers, Risk Management, Legal, Compliance, and Accounting/Billing. In addition, they collaborate with clients on topics including asset allocation

This role supports compliance and effective risk management while working in a diverse, fast-paced environment.

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.

The role involves managing a significant portfolio in the asset management sector, overseeing tax compliance and advisory services, and driving business growth.

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.

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

The Asset Management (AM) Trading Engineering team is responsible for building and supporting a central function of the Asset and Wealth Management Division (AWM) with one of the top Asset managers in the world with over a 2. The role offers a unique opportunity to work side‑by‑side with the Gol

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

Within Asset & Wealth Management, the Risk Management function is charged with enabling the division to responsibly execute on strategic initiatives at a regional and global level, managing financial and non‑financial risk through implementation of a global risk management framework, and driving r

Senior Recruitment Consultant - Wealth Management. Job Openings Senior Recruitment Consultant - Wealth Management. A genuine interest in the wealth management industry and its job market.

A leading global investment firm is seeking a Quantitative Strategist to develop quantitative analytics and models that enhance portfolio performance.The role requires advanced skills in mathematics and programming, aiming to solve complex investment challenges collaboratively with portfolio manager

A boutique financial advisory firm in the United Kingdom is seeking experienced advisers who possess a transferable client book.This opportunity offers a flexible operating model, enabling advisers to manage their own client relationships within a robust regulatory framework.Candidates should have a

The IA Asset and Wealth Management team in Birmingham is responsible for auditing the Asset Management, Private Wealth Management and Marcus business areas, its products, and supporting functions within the UK. We are looking for detail-oriented team players who want to gain insight into the firm’

A leading wealth management practice in the United Kingdom seeks an Office Manager to oversee daily operations. The ideal candidate will have strong experience in office management within a financial services setting and possess excellent organisational skills.

The program, led by our client's CEO and Founder , aims to find and develop the next generation of leaders in the wealth management industry. Comprehensive training in wealth management. Proven success in wealth management.

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

The data science team sits alongside the Goldman Sachs Private Equity Deal Teams and works closely with the Goldman Sachs Value Accelerator and portfolio company management teams. Partner strategically with portfolio company management teams to drive data and AI initiatives for value creation. Found

A leading international law firm is seeking a qualified wealth management lawyer to support their asset management clients.

A reputable financial services firm in the United Kingdom is looking for a Team PA to support the Wealth Management team.

UK Level 4 or other wealth management qualification would be beneficial. You will be the authority for mortgage advice within the business and create reciprocal referral arrangements with our network of 70 Private Wealth Advisers across the group. Design and launch a best-in-class UK mortgage propos

Our client is a boutique consultancy undergoing considerable expansion and as part of this exciting growth, they are looking for experienced regulatory consultants with strong wealth management experience within the consultancy space. Leading regulatory engagements and advising a variety of asset an

A leading financial services firm is seeking a Strategist to develop quantitative analytics and contribute to innovative solutions in a dynamic environment.Ideal candidates will have strong analytical skills, a background in quantitative disciplines, and skills in programming.Responsibilities includ

A leading wealth management firm is offering a 10-week internship from July 1 to September 4, 2026, aimed at students eager to explore the wealth management industry.

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 & Wealth Management delivers industry-leading investment management and private banking solutions. Business Unit As