Current jobs related to Wealth Management Business Analyst - London, Greater London - Rothschild & Co

  • Wealth Business Analyst

    4 days ago

    London, Greater London, United Kingdom Titan Wealth Holdings Limited Full time

    About UsThe Titan Wealth Group provides a comprehensive range of services across the wealth value chain, from financial planning to platform, trading, settlement, and custody services. Our strategy is to offer modular, incremental services to clients, allowing them to adjust their business models as needed. As part of this, we actively acquire UK-based asset...

  • Business Analyst

    1 week ago

    London, Greater London, United Kingdom Titan Wealth Holdings Full time

    About usThe Titan Wealth Group provides a broad range of services across the wealth value chain, from financial planning to platform, trading, settlement, and custody services. Its strategy is to offer modular, incremental services to clients, allowing them to adjust their business models as needed. As part of this, Titan is an active acquirer of UK-based...

  • Wealth Management Associate

    3 weeks ago

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

    Associate Wealth Manager RoleWe are seeking a highly motivated and organized individual to join our team as an Associate Wealth Manager. This is an exciting opportunity for someone looking to take their career in wealth management to the next level.As an Associate Wealth Manager, you will work closely with our Senior Wealth Managers and their teams to...

  • Wealth Management Associate

    3 weeks ago

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

    Associate Wealth Manager RoleWe are seeking a highly motivated and organized individual to join our team as an Associate Wealth Manager. This is an exciting opportunity for someone looking to take their career in wealth management to the next level.As an Associate Wealth Manager, you will work closely with our Senior Wealth Managers and their teams to...

  • Wealth Management Professional

    4 weeks ago

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

    Job Opportunity at AAG Wealth ManagementLocation: City of LondonSalary: Competitive Salary and Bonus (OTE: £60k+). Plus future ownership.Contract: EmployedHours: Full-timeAAG Wealth Management is an award-winning Appointed Representative of St. James's Place Wealth Management, providing high-quality, trusted advice to clients as their financial needs...

  • Wealth Management Professional

    4 weeks ago

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

    Job Opportunity at AAG Wealth ManagementLocation: City of LondonSalary: Competitive Salary and Bonus (OTE: £60k+). Plus future ownership.Contract: EmployedHours: Full-timeAAG Wealth Management is an award-winning Appointed Representative of St. James's Place Wealth Management, providing high-quality, trusted advice to clients as their financial needs...

  • Wealth Management Professional

    4 weeks ago

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

    Opportunity for a Servicing AdvisorWe are seeking a highly skilled and experienced Financial Advisor to join our team at AAG Wealth Management. As a Servicing Advisor, you will be responsible for managing a client portfolio of up to 200 clients, providing exceptional customer service, and delivering high-quality financial advice.Key Responsibilities:Manage a...

  • Wealth Management Administrator

    5 days ago

    London, Greater London, United Kingdom St. James's Place Wealth Management Full time

    Job Title: Wealth Management AdministratorAbout the Role:We are seeking an experienced and adaptable PA / Administrator to join our team at St. James's Place Wealth Management. As a key member of our team, you will be responsible for managing all day-to-day operations of the business, including managing appointments and client review meetings, responding to...

  • Business Development Executive

    1 week ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    Your MissionApollo Private Wealth is seeking a highly motivated Business Development Executive to join our team. As a Business Development Executive, you will play a crucial role in connecting with prospects, articulating our service, and arranging meetings with our Wealth Advisers.About the RoleThis is a fantastic opportunity for an experienced Business...

  • Wealth Management Associate

    1 week ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    About the RoleApollo Private Wealth is seeking a highly motivated and ambitious individual to join our team as a Wealth Management Associate. As a key member of our team, you will play a crucial role in supporting our experienced Advisers and developing your skills in financial planning and wealth management.As a Wealth Management Associate, you will have...

  • Business Development Manager

    1 month ago

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

    Business Development Manager OpportunitySkybound Wealth Management is seeking a highly motivated and experienced Business Development Manager to join our team. As a Business Development Manager, you will play a critical role in driving the growth and success of our business by identifying and pursuing new business opportunities.Key Responsibilities:Develop...

  • Business Development Manager

    1 month ago

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

    Business Development Manager OpportunitySkybound Wealth Management is seeking a highly motivated and experienced Business Development Manager to join our team. As a Business Development Manager, you will play a critical role in driving the growth and success of our business by identifying and pursuing new business opportunities.Key Responsibilities:Develop...

  • Wealth Management Associate

    3 weeks ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    Your Career PathApollo Private Wealth is committed to helping you achieve your full potential in the field of wealth management. As an Associate Wealth Adviser, you will have the opportunity to work closely with experienced professionals and gain valuable skills and knowledge.We are looking for individuals with a strong motivation to develop their business...

  • Wealth Management Associate

    3 weeks ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    Your Career PathApollo Private Wealth is committed to helping you achieve your full potential in the field of wealth management. As an Associate Wealth Adviser, you will have the opportunity to work closely with experienced professionals and gain valuable skills and knowledge.We are looking for individuals with a strong motivation to develop their business...

  • Business Development Manager

    1 week ago

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

    The Business Development Manager position at Skybound Wealth Management is a key role in driving the company's success. As a Business Development Manager, you will be responsible for strategically targeting and contacting potential high net worth expat clients globally. Your main focus will be to outline the Skybound Wealth proposition and introduce them to...

  • Wealth Management Specialist

    1 month ago

    London, Greater London, United Kingdom Gravity Private Wealth Full time

    Job Title: Wealth Management AdvisorGravity Private Wealth is seeking a highly skilled Wealth Management Advisor to join our team. As a Wealth Management Advisor, you will be responsible for providing expert financial advice and personalized investment strategies to help clients achieve their financial goals.Key Responsibilities:Business Development:...

  • Wealth Management Specialist

    1 month ago

    London, Greater London, United Kingdom Gravity Private Wealth Full time

    Job Title: Wealth Management AdvisorGravity Private Wealth is seeking a highly skilled Wealth Management Advisor to join our team. As a Wealth Management Advisor, you will be responsible for providing expert financial advice and personalized investment strategies to help clients achieve their financial goals.Key Responsibilities:Business Development:...

  • Wealth Management Professional

    1 week ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    About the RoleWe are seeking a highly motivated and experienced Wealth Adviser to join our team at Apollo Private Wealth. As a Wealth Adviser, you will be responsible for providing exceptional client service and building strong relationships with our clients. You will have a minimum of 2 years' experience in the financial services industry and hold a QCF...

  • Wealth Management Analyst

    5 days ago

    London, Greater London, United Kingdom Citigroup Inc. Full time

    Citigroup Inc. is seeking a talented Wealth Management Analyst to join our team in London. As a key member of our Global Wealth business, you will play a vital role in helping our clients achieve their financial goals.The successful candidate will be responsible for:Developing financial models to analyze investment opportunities and provide recommendations...

  • Wealth Management Professional

    2 months ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    About the RoleWe are seeking a highly motivated and experienced Wealth Adviser to join our team at Apollo Private Wealth. As a Wealth Adviser, you will play a key role in providing exceptional client service and building strong relationships with our high net worth clients.Key ResponsibilitiesProvide personalized wealth management advice and guidance to...

Wealth Management Business Analyst

2 months ago

London, Greater London, United Kingdom Rothschild & Co Full time

About the Role

Rothschild & Co, a prestigious global financial services firm with a legacy of excellence, is in search of a proficient Business Analyst to enhance our UK Wealth Management operations.

Key Responsibilities

  • Oversee and assist in a variety of initiatives within the CMO team framework
  • Work closely with IT and subject matter experts to guarantee that project specifications are fulfilled
  • Monitor project execution and provide updates to senior leadership
  • Create presentations for management committees and generate high-quality documentation

Qualifications

  • Background in financial services transformation or consultancy
  • Familiarity with Avaloq banking software and Microsoft Dynamics is advantageous
  • Exceptional analytical and organizational capabilities with a keen eye for detail
  • Strong communication and relationship management skills