Wealth & Asset Management Manager

1 week ago

London, United Kingdom eFinancialCareers Full time

**Responsibilities as our next Wealth and Asset Management Manager**:

- Conduct in-depth analysis of clients' wealth and asset management strategies
- Experience of managing a medium sized team to execute mid-size program of work or of leading work streams within a larger program of work
- Performed Senior Business Analysis on business and technology transformation programmes with Wealth and/or Asset Management firms; helping achieve their business, technology, strategic and regulatory compliance goals
- Contribute to practice activities including Capability Development, Knowledge Management, Proposition or Solution Development
- Develop and implement customized wealth and asset management solutions for clients
- Performed functional Consultant roles i.e. Project Management, Change Management or Strategy work on business and technology transformation programmes with Wealth and/or Asset Management firms; helping achieve their business, technology, strategic and regulatorycompliance goals
- Contribute to focused Thought Leadership assets including industry 'points of view' or 'white papers', podcasts, blogs, video interviews
- Ability to develop creative strategic solutions to solve our clients' business and technology problems, and create accompanying execution roadmaps to implement the changes
- Understanding of the changes taking place in the wealth and asset management industry including partnership ecosystems, use of emerging technologies (AI, ML, Blockchain) new business models (digital experience, open banking marketplace, democratisationof service) and other trends in the industry.
- Provide ongoing support to clients in the implementation of their wealth and asset management plans
- Coach and mentor to members of the team
- Foster strong relationships with clients and internal stakeholders

**Requirements, Skills or Experience needed as our next Wealth and Asset Management Manager**:

- Interested in the future of the wealth and asset management industry
- Performed Senior Business Analysis / Functional Consultant roles on business and technology transformation programmes with Wealth and/or Asset Management firms; helping achieve their business, technology, strategic and regulatory compliance goals
- A minimum of 4 years' experience in wealth and asset management, with a strong track record of delivering results
- Understanding of the changes taking place in the wealth and asset management industry including partnership ecosystems, use of emerging technologies (AI, ML, Blockchain) new business models (digital experience, open banking marketplace, democratisationof service) and other trends in the industry.
- Strong analytical, problem-solving, and project management skills
- Excellent communicator able to deliver a concise message either verbally, or in writing to senior internal and external stakeholders
- Ability to develop creative strategic solutions to solve our clients' business and technology problems, and create accompanying execution roadmaps to implement the changes
- An appreciation of business and technical requirements and the ability to bridge the gap between the two
- Excellent communication and interpersonal skills
- Flexible and enthusiastic about gaining new experiences across different clients and adapting to different, challenging environments
- Experience of managing a small team to execute discrete programs of work or of leading work streams within a larger program of work
- Proven ability to work independently and as part of a team

  • Wealth Manager

    5 days ago

    London, Greater London, United Kingdom Clearwater Wealth Management Full time

    Since establishing in 2006, Clearwater Wealth Management (CWM) has helped people and businesses achieve their lifelong ambitions through high quality financial advice. CWM has supported over 110 talented young people who at the time, were struggling to find an opportunity in wealth management to build a career. James's Place Wealth Management (SJP) operating...

  • Associate Wealth Manager

    3 weeks ago

    London, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth ManagementAAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training to reach their...

  • Associate Wealth Manager

    4 weeks ago

    London, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth ManagementAAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training to reach their...

  • Associate Wealth Manager

    5 days ago

    London, Greater London, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth ManagementAAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training to reach their...

  • Associate Wealth Manager

    4 weeks ago

    London, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth Management AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training to reach their...

  • Associate Wealth Manager

    2 months ago

    London, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth Management AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training to reach their...

  • Associate Wealth Manager

    2 months ago

    London, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth Management AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training to reach their...

  • Associate Wealth Manager

    3 weeks ago

    London, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth Management AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training to reach their...

  • Associate Wealth Manager

    3 weeks ago

    London, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth Management AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training to reach their...

  • Associate Wealth Manager

    1 week ago

    London, United Kingdom AAG Wealth Management Full time

    Job Description Associate Wealth Manager – AAG Wealth Management AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training...

  • Associate Wealth Manager

    2 weeks ago

    London, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth Management A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible.AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans,...

  • Associate Wealth Manager

    3 weeks ago

    London, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth Management AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training to reach their...

  • Associate Wealth Manager

    2 weeks ago

    London, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth Management Scroll down to find an indepth overview of this job, and what is expected of candidates Make an application by clicking on the Apply button.AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG...

  • Compliance Monitoring Manager

    4 weeks ago

    London, United Kingdom Handelsbanken Wealth & Asset Management Full time

    Handelsbanken Wealth & Asset Management is a wholly-owned subsidiary of the Handelsbanken Group and is responsible for all wealth and investment management activities of the Group in the UK. Founded in Sweden, Handelsbanken is one of the world’s strongest banks and offers local relationship banking, advice and investment management to personal and...

  • Compliance Monitoring Manager

    3 weeks ago

    London, United Kingdom Handelsbanken Wealth & Asset Management Full time

    Handelsbanken Wealth & Asset Management is a wholly-owned subsidiary of the Handelsbanken Group and is responsible for all wealth and investment management activities of the Group in the UK. Founded in Sweden, Handelsbanken is one of the world’s strongest banks and offers local relationship banking, advice and investment management to personal and...

  • Associate Wealth Manager

    3 weeks ago

    Greater London, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth Management AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training to reach their...

  • Associate Wealth Manager

    2 months ago

    Greater London, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth Management AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training to reach their...

  • Associate Wealth Manager

    4 weeks ago

    London, UK, UK, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth Management AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training to reach their...

  • Associate Wealth Manager

    2 months ago

    Greater London, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth Management AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training to reach their...

  • Associate Wealth Manager

    2 months ago

    Greater London, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth Management AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training to reach their...