Wealth jobs in Bath - Page 11Create job alerts

Chattertons Solicitors & Wealth Management. Top 200" Law Firm and provider of wealth management services, based in Lincolnshire and across the East Midlands. Staff discount on legal and wealth management fees.

Are you exploring a flexible way to create additional income alongside your existing commitments?.Due to continued growth, we are expanding and looking for motivated individuals who want more flexibility than a traditional employed role.This opportunity is suited to people who are comfortable workin

This is an exciting opportunity for someone with previous experience of working within a Front Office environment , preferably within Wealth Management / Investment Management ,and who would be looking to take their career to the next level. Front Office / Investment Management / Wealth Management e

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

Connect prospective investors with the Sustainable Wealth Group partnerships team. You have a background in Wealth Management, Private Banking, Capital Raising, or Investment Brokerage. Why Partner With Sustainable Wealth Group?.

We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail and neo banks. AMS Europe Team Lead Wealth & Front - Edinburgh Company DescriptionFounded

Our clients Private Client (Wealth) Planning team is recognised as a top-tier department.

We're working with a respected and well established, growing Financial Planning business in East Anglia looking to recruit an experienced Financial Adviser to join their Wealth Advisory team.

Location: Stamford, Lincolnshire (Hybrid Working Available)Job Type: Full-time, PermanentSector: Financial Planning / Wealth Management / IFATHE ROLE PARAPLANNERProducing comprehensive suitability reports and financial planning documentationConducting technical research across pensions, investments

Head of Wealth PropositionAbout the RoleWe have an exciting opportunity for a commercial and innovative individual to join us as our Head of Wealth Proposition in the LV= Wealth team. Key Responsibilities•Create and deliver the Wealth proposition strategy and transformation roadmap, identifying op

Your role as an Associate Partner with extensive experience in Wealth and Asset Management is to lead and drive the development of the Financial Services practice in the following areas:. Lead high-impact client engagements across the Wealth and Asset Management sector, overseeing delivery of transf

A UK law firm seeks a knowledgeable individual in Private Wealth with at least 5 years of PQE to enhance its knowledge management and training efforts.

Portfolio Management** The mission of the Dealmakers & Wealth Strategic Business Unit (SBU) is to accelerate FactSet’s growth by strategically advancing the established sectors of Banking and Wealth Management, as well as driving accelerated expansion of two rapidly emerging sectors, Corporates a

Strong knowledge of investment products, lending solutions, wealth planning principles, and financial markets. Experience of managing a portfolio of clients with a holistic understanding of both onshore and international wealth structuring considerations is desirable.

A financial advisory firm in the United Kingdom is looking for an experienced financial advisor to review AI-generated financial plans and calibrate AI models across various financial areas.Candidates should have a strong background in financial advising, a relevant degree, and preferably hold certi

The role holder is responsible for supporting the Private Banking team in managing the requirements of existing and potential clients of Nedbank Private Wealth, Ensuring the highest standards of service are maintained and always delivered, helping the team to meet the financial objectives. Liaise wi

Experience in delivering programmes within the Wealth Management sector, and preferred to have experience in at least one of the following types of programmes: (1) Technology-Led Transformation (2) Digital and/or Cloud transformation (3) Implementation of digital user experience with AWS, GCP, Azure

A leading global investment firm in Greater London seeks a Data Scientist to join their Private Equity Data Science team.The role involves designing, developing, and implementing data-driven models that enhance investment processes.Ideal candidates will have a PhD in a quantitative field and over tw

We're proud to be one of the UK's leading wealth managers, with over £109bn* in assets under management and 20+ offices across the UK and Channel Islands. Job Title: Wealth Management Product Marketing Manager. Extensive experience in product marketing, ideally within the Wealth Management or Finan

Senior Associate / Associate, TMT Investments, GCC Sovereign Wealth Fund (Role based in GCC). Our client, a global top-10 sovereign wealth fund, is looking to add an Associate to their TMT Investments team based in the Middle East.

Lead Regional Private Wealth Origination & Solutioning: Originate and develop senior relationships with private banks, multi-family offices, and wealth managers across France and Benelux; Engage CIOs, Heads of Investments, COOs, CTOs, Partners, and senior management as a trusted solution partner; Di

Lead the overall planning and execution of the Singapore securities business, building the licensing framework, organizational structure, and operational model from the ground up.Drive the successful launch of Singapore, U.HK equities trading, and progressively expand into cross-border trading and d

A leading financial services firm in Greater London seeks a Training & Competence Supervisor to develop Trainee Financial Planners.Responsibilities include delivering training, supervising compliance, and assessing competency of planners.Ideal candidates will have a Level 4 Diploma in financial plan

Ideal candidates will have a strong background in consulting within the Wealth and Asset Management sector, along with excellent interpersonal skills and a proven ability to lead transformation initiatives.

A leading global financial services firm is seeking an experienced Investment Content Writer to produce high-quality investment content.The ideal candidate will work closely with various teams to create compelling materials for our clients in the asset management space.Responsibilities include craft

This leading offshore law firm is looking for an accomplished Trust and Private Client lawyer to join its growing Private Wealth team in the Cayman Islands. You will be advising an international client base of UHNW individuals, family offices and other associated financial institutions, on all aspec

A leading financial services firm in Greater London is seeking an experienced user researcher to join their team.The successful candidate will collaborate with various teams to drive user research for customer-led products, employing methods like interviews and usability testing.Candidates should ha

A leading Wealth Management company in Newton-le-Willows seeks a Financial Services Administrator to support client relationships and administration tasks.

A financial services company seeks a VP or Director, Client Solutions (Private Wealth) to drive new business generation across Southern Europe. This senior role requires 8–12+ years of experience in consulting or asset management and strong knowledge of the private wealth market.

A fast-growing wealth management business in Greater London is seeking a Senior Paraplanner to provide comprehensive support to financial advisers.

Private Client, Wealth Protection Partner. Our client has a strong reputation for private client work, advising HNW and UHNW clients with UK and international assets on succession planning, asset and wealth protection, tax, trusts and estates work. There is an excellent platform at this firm for an

A leading investment management firm is seeking an Investor Services Analyst / Associate in London.The role involves overseeing fund onboarding for clients and collaborating with team leads on various initiatives.Ideal candidates will possess strong project management skills, attention to detail, an

Experience in asset and wealth management, with knowledge of mutual funds and discretionary/non-discretionary solutions.

Job Openings Senior Recruitment Consultant - Wealth Management. Build and maintain a robust network of candidates within the wealth management sector. Minimum 3 years of experience in a recruitment agency, preferably within the wealth management or financial planning sectors.

We have a great opportunity for a Transformation Consultant/Business Consultant to work with a large wealth management business. You will need experience working within wealth or asset management (or similar), in a change and consultancy environment, with excellent communication and presentation ski

The ideal candidate will bring extensive experience in Wealth and Asset Management, leading client engagements, and driving business development.

A leading wealth management firm is seeking a Pricing Analyst for a fixed-term contract.

A leading wealth management firm in London is looking for a Paraplanner.

Broadgate Search have been retained to lead the executive search for a Chief Risk Officer with a leading UK wealth management group. Our client is a fast-growing UK wealth management group, backed by institutional investors and recognised for its exceptional client service, regional presence, and ac

Partnering with many of the world’s largest private banks and wealth management firms as well as family offices, Blackstone’s Private Wealthteam packages and delivers the full breadth of Blackstone’s alternative product capability to these firms and their clients and provides ongoing product a

An investment management firm in Harrogate seeks a Financial Planning Support professional for a 9-month maternity cover role.You will serve as the point of contact for clients, manage investments, and maintain the back-office system.The ideal candidate has 1-3+ years of relevant experience and fami

Work is both domestic and international and will include considerable interesting trusts, tax and general wealth management matters for a HNW client base. Having recently taken over a media firm, they have inherited some interesting and glamorous names in the media and music business, all of whom ha

The ideal candidate will possess experience in asset and wealth management and excellent communication skills.

A leading legal recruitment agency in the UK seeks an experienced Family Solicitor with over 5 years of PQE to join a prominent firm in Coventry.Responsibilities include managing various family law cases, mentoring junior lawyers, and contributing to the department's growth.The role offers a competi

Department: Wealth Management, Cazenove Capital. We’re looking for an Apprentice to join our Wealth Management division known as Cazenove Capital, which is part of the Schroders group. About Cazenove Capital and Schroders Wealth Management.

The Associate Banker is a seasoned professional role.Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function.Integrates subject matter and industry expertise within a defined area.Requires in-de

A leading financial services company in the UK is seeking a Senior Finance Business Partner to support the Wealth Planning team.

A local financial planning firm in Bradford-on-Avon is looking for Financial Planners to support its growth.The ideal candidate will manage an existing portfolio and be responsible for client retention and growth.Candidates must hold a Level 4 Diploma in Financial Planning and ideally have advanced