Wealth & Asset Management Manager

4 weeks 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



  • 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,...


  • London, United Kingdom AAG Wealth Management Full time

    Job DescriptionAssociate 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...


  • 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...


  • 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...


  • 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...


  • 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...


  • 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...


  • 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...


  • 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...


  • Greater 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,...


  • 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...


  • City of London, Greater 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...

  • Wealth Manager

    1 week ago


    London, United Kingdom Clearwater Wealth Management Full time

    Are you an ambitious professional who is passionate about delivering great client outcomes?Do you have the following skills, experience and drive to succeed in this role Find out below.Since establishing in 2006, Clearwater Wealth Management (CWM) has helped people and businesses achieve their lifelong ambitions through high quality financial advice. CWM has...

  • Wealth Manager

    1 week ago


    London, United Kingdom Clearwater Wealth Management Full time

    Job DescriptionAre you an ambitious professional who is passionate about delivering great client outcomes?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...

  • Wealth Manager

    3 hours ago


    London, United Kingdom Clearwater Wealth Management Full time

    Job Description Are you an ambitious professional who is passionate about delivering great client outcomes? 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...

  • Wealth Manager

    4 weeks ago


    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)...


  • 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...


  • 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...


  • 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 to...

  • Wealth Manager

    2 hours ago


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

    Are you an ambitious professional who is passionate about delivering great client outcomes? Do you have the following skills, experience and drive to succeed in this role Find out below. Since establishing in 2006, Clearwater Wealth Management (CWM) has helped people and businesses achieve their lifelong ambitions through high quality financial advice. CWM...