Wealth and Asset Management Business Improvement Lead
3 weeks ago
This role offers the chance to advise and deliver change projects as part of a long-term strategic partnership with financial institutions. You will partner with top Wealth Managers in Scotland, driving business improvement and transformation.
The ideal candidate will be a self-motivated Business Analyst with experience in Wealth and Asset Management. They will work closely with stakeholders to perceive new ways of working, using Agile methodologies to enhance business agility.
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Wealth Management Professional
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Tarka Talent Full timeCareer Advancement in Financial ServicesWe are looking for an experienced Wealth / Asset Management Consultant to join our team in London or Edinburgh. As a key consultant, you will play a critical role in driving change and transformation in the financial services industry.About the Role:You will lead operational and change initiatives in wealth and asset...
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Cybersecurity Specialist
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Aegon Asset Management Full timeCompany OverviewAegon Asset Management is a leading global investor with a strong presence in Europe, the Americas, and Asia. We offer investment solutions to pension plans, public funds, insurance companies, banks, wealth managers, family offices, and foundations.We believe in fundamental research-driven active management underpinned by effective risk...
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Wealth and Asset Management Leadership Position
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Johnston Carmichael Full time**About the Role:** We are looking for a highly skilled Senior Audit Manager to lead our financial services audit team. As a senior member of the team, you will have a strong track record of managing complex audits and building strong relationships with clients.The successful candidate will have:Right to be an audit signatory in the UK or equivalent...
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Wealth Advisory Manager
1 month ago
Edinburgh, Edinburgh, United Kingdom Seven Investment Management LLP Full timeJob DescriptionWe are looking for a seasoned Wealth Advisory Manager to lead our Private Client Team in providing exceptional wealth management services to our high net worth clients. As a key member of our team, you will be responsible for delivering comprehensive wealth management solutions, including investment advice, tax planning, and retirement income...
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Asset Growth Consultant
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Tarka Talent Full timeSenior Consultant Opportunity in Wealth ManagementTarka Talent is seeking an experienced Wealth / Asset Management Consultant – Senior Consultant and Manager to join our team in London or Edinburgh. As a senior consultant, you will lead high-impact projects and drive business growth.About the Job:You will develop and implement solutions that enhance...
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Asset and Wealth Management Professional
4 weeks ago
Edinburgh, Edinburgh, United Kingdom J.P. Morgan Full timeJ.P. Morgan is seeking a talented Asset and Wealth Management Professional to join our operations team. In this role, you will play a critical role in ensuring the end-to-end onboarding process for new clients meets the highest standards of quality and regulatory compliance.Job Responsibilities:Advises on documentation requirements to external and internal...
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Information Security Lead
1 month ago
Edinburgh, Edinburgh, United Kingdom Aegon Asset Management Full timeWe are Aegon Asset Management, a leading global investor with a diverse client base. Our team works tirelessly to leave things better than we find them, and we're looking for a Cybersecurity Specialist to join us.In this role, you'll be responsible for ensuring the security of our IT systems, planning, developing, and administering information security...
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Wealth Management Specialist
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Seven Investment Management LLP Full timeAbout the RoleThis is an exciting opportunity for a seasoned professional with excellent client-facing skills and strong analytical abilities. You will work closely with colleagues to deliver our Wealth Management 360 service and other financial planning solutions. Your role will involve engaging with clients, understanding their needs, and presenting...
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Wealth Management Advisor
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Schroders Recruitment Full timeAbout Cazenove CapitalCazenove Capital is a leading wealth management business providing investment solutions to private individuals, families, and charities. Our expertise in financial planning enables us to deliver tailored advice and guidance to meet our clients' unique needs.The RoleWe are seeking a skilled Wealth Management Advisor to join our team of...
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Wealth Management Specialist
4 weeks ago
Edinburgh, Edinburgh, United Kingdom J.P. Morgan Full timeOverviewWe are seeking a highly skilled Wealth Management Specialist to join our Asset & Wealth Management team. The ideal candidate will have experience in client onboarding and a strong understanding of anti-money laundering (AML) and know your customer (KYC) regulations.Job DescriptionAs a Financial Onboarding Professional, you will be responsible for the...
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Market Data Procurement Specialist
1 month ago
Edinburgh, Edinburgh, United Kingdom Aegon Asset Management Full timeAegon Asset Management is a leading global investor, seeking a skilled Market Data Procurement Specialist to join our team in Edinburgh. This role involves the procurement of information services and market data from third-party vendors and managing supplier relationships.This position reports to our Head of Market Data Management and works as part of a...
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Wealth Management Specialist
4 weeks ago
Edinburgh, Edinburgh, United Kingdom J.P. Morgan Full timeAt J.P. Morgan, we are seeking a highly skilled Wealth Management Specialist to join our team in Asset and Wealth Management. As a key member of our operations team, you will play a critical role in ensuring the end-to-end onboarding process for new clients meets the highest standards of quality and regulatory compliance.Job Responsibilities:Advises on...
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Global Wealth Management Specialist
4 weeks ago
Edinburgh, Edinburgh, United Kingdom deVere Group Full timeJob Title: Global Wealth Management SpecialistWe are seeking an ambitious and entrepreneurial-minded individual to join our team as a Global Wealth Management Specialist. This is an exciting opportunity to embark on a challenging and rewarding international career with deVere Group, a leading independent financial advisory organisation.About Us:deVere Group...
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Asset Condition Improvement Manager
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Northern Lighthouse Board Full timeJob SummaryWe are seeking a skilled professional to fill the role of Asset Manager, responsible for managing the condition of the Northern Lighthouse Board's estate lights and buildings. This involves ensuring compliance with safety, environmental, and legal regulations, as well as maintaining asset condition and driving efficiency throughout their...
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Global Asset Management Accountant
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Core-Asset Consulting Ltd Full timeGlobal Asset Management Accountant Job OpportunityCore-Asset Consulting Ltd is seeking a highly motivated and experienced Global Asset Management Accountant to join their team in Edinburgh. As a key member of the accounting team, you will be responsible for preparing and analyzing financial statements and reports for submission to senior management and...
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Wealth Management Specialist
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeJob Overview">We are seeking an experienced Independent Financial Advisor to join our wealth management practice, specializing in high net worth clients. As a key member of our team, you will leverage your market knowledge and exceptional service skills to deliver first-class advice and relationship management.This role involves servicing a book of business...
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Internal Control Specialist, Wealth Management
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Aberdeen Standard Investments Full timeJob DescriptionAberdeen Standard Investments is seeking an experienced Internal Control Specialist, Wealth Management to join our team. In this role, you will be responsible for implementing and maintaining effective internal controls across our wealth management division.About the RoleThis is an exciting opportunity to work with a leading investment company...
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Wealth Management Professional
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Meraki Talent Ltd Full timeJob OverviewThe Wealth Management Administrator will support Wealth Managers in managing client relationships, ensuring timely information is available for client meetings. The ideal candidate will possess strong organisational skills and attention to detail, with the ability to manage multiple tasks and prioritise effectively.
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Asset Quality Control Lead
4 weeks ago
Edinburgh, Edinburgh, United Kingdom FNZ (UK) Ltd Full timeJob OverviewThis is an exciting opportunity to join our team as an Asset Quality Control Lead, focusing on minimizing errors and mitigating potential fraud. You will work closely with the Operational Transformation Programme team to drive continuous improvement and deliver high-quality results.ResponsibilitiesDevelop and implement process improvements to...
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Wealth Management Administrator
1 month ago
Edinburgh, Edinburgh, United Kingdom JohnstonGreer Ltd Full timeWealth Management Administrator">Paying up to £30,000 plus benefits">As a Senior IFA Administrator at JohnstonGreer Ltd, you will play a vital role in supporting our Financial Planning Director and another IFA.">This company delivers exceptional quality service to its High Net Worth clients, focusing on Private Client Investment and Retirement...