Wealth Advisory Lead
6 days ago
We are seeking a Wealth Advisory Lead to join our team at Evelyn Partners. The successful candidate will be responsible for:
- Developing and maintaining strong relationships with clients.
- Providing expert guidance on financial planning and wealth management.
- Maintaining accurate client records and adhering to regulatory requirements.
We are a dynamic team of professionals dedicated to delivering exceptional service to our clients. As a Wealth Advisory Lead, you will have the opportunity to work closely with our Investment Management and Professional Services teams to develop client relationships and drive business growth.
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Luxury Wealth Advisory Expert
3 weeks ago
London, Greater London, United Kingdom Ateca Consulting Full timeAteca Consulting, a leading asset management firm based in Switzerland, is seeking a seasoned Luxury Wealth Advisory Expert to join their London office.About the Role:Job Title: Luxury Wealth Advisory ExpertLocation: London, UKSalary Range: £150,000 - £250,000 per annum, plus performance-based bonuses of up to 45% of revenue generatedAbout the...
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National Wealth Fund Executive
7 days ago
London, Greater London, United Kingdom National Wealth Fund Full timeAbout the RoleThe National Wealth Fund is seeking an experienced National Wealth Fund Executive to join its Banking and Investments Team. This role will focus on executing complex, bespoke infrastructure transactions providing equity, debt or guarantees. The ideal candidate will have demonstrable experience in infrastructure or other complex financing or...
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Product Reporting Framework Lead
2 days ago
London, Greater London, United Kingdom Schroders Personal Wealth Full timeJob DescriptionThis is an exciting opportunity for a skilled Product Reporting Manager to join Schroders Personal Wealth. As a Product Reporting Manager, you will lead the design, development, and implementation of a new product reporting framework across Schroders Personal Wealth Products. You will establish key performance indicators (KPIs) and metrics to...
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Lead Data Scientist
2 days ago
London, Greater London, United Kingdom Wealth Dynamix Full timeJob Summary: We are looking for a highly motivated Senior Machine Learning Scientist to join our team at Wealth Dynamix. As a key member of the team, you will be responsible for leading the data science function, developing AI models, and implementing data pipelines to drive business growth and improve client outcomes. Your technical expertise in AI, machine...
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Wealth Management Professional
3 weeks ago
London, Greater London, United Kingdom Apollo Private Wealth Full timeApollo Private Wealth is a leading wealth management firm based in London. We are seeking a skilled and ambitious Wealth Adviser to join our team.Your MissionOur mission is to provide exceptional client outcomes and deliver a highly personal service. We believe in the spirit of ownership and empowering our people to excel at the speed of their talent.Your...
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Strategic Wealth Management Expert
7 days ago
London, Greater London, United Kingdom MERJE Ltd Full timeWe are seeking an experienced Financial Services Professional to join our team as a Strategic Wealth Management Expert. In this role, you will work closely with clients to provide expert guidance on risk management principles, particularly within investment advisory and wealth management.About the RoleYou will play a leading role in client engagements,...
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Mergers and Acquisitions Advisory Expert
1 week ago
London, Greater London, United Kingdom Interpath Advisory Full timeAbout Interpath AdvisoryWe are a leading financial advisory business, offering a unique blend of independence and expertise to help our clients achieve their strategic objectives.
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Transaction Monitoring Advisory Lead
4 weeks ago
London, Greater London, United Kingdom AMS Deutsche Bank Full timeAt AMS Deutsche Bank, we are seeking a skilled Transaction Monitoring Advisory Lead to support our client's contingent recruitment processes. The successful candidate will serve as the primary point of contact for AML TM regulatory adherence and advisory in UK&I, providing continual updates to the Regional Head of Monitoring.Key Responsibilities:Primary...
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Restructuring Advisory Specialist
3 weeks ago
London, Greater London, United Kingdom Interpath Advisory Full timeJob Description:At Interpath Advisory, we are seeking a highly skilled Restructuring Advisory Specialist to join our team. As a key member of our department, you will work closely with our team of experts to provide high-quality services to our clients facing financial distress.Key Responsibilities:Draft reports for presentation to company management and...
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Wealth and Asset Management Data Leader
7 days ago
London, Greater London, United Kingdom Capco Full time**About the Role:**We are looking for a talented individual to lead our Wealth and Asset Management Data Practice. The successful candidate will have a strong background in data strategy and advisory, with experience in the Financial Services sector.The role involves developing and implementing data strategies for top-tier clients in the Wealth and Asset...
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London, Greater London, United Kingdom Apollo Private Wealth Full timeAbout the RoleWe are seeking a highly motivated individual to join our team as an Associate Wealth Adviser. This role offers a unique opportunity for career advancement in wealth management, working closely with experienced Advisers to develop your skills and knowledge.Your MissionAs an Associate Adviser, you will support the completion of your Financial...
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Lawyer - Corporate Advisory
6 days ago
London, Greater London, United Kingdom Montgomery Advisory Full timeAbout Montgomery Advisory">We are a leading international law firm with a growing Private Equity practice in London. Our team is highly regarded for its expertise across mid-market transactions and broad experience advising private equity sponsors, portfolio companies, and management teams.Your Role">You will advise clients on private equity matters,...
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Debt Advisory Specialist
7 days ago
London, Greater London, United Kingdom Interpath Advisory Full timeCompetitive Salary: £60,000 - £80,000Company OverviewInterpath Advisory is a leading global advisory firm providing debt advisory services to businesses and investors. With a presence in multiple locations, our team of experts helps clients navigate the complex world of debt finance.Our Debt Advisory team is expanding rapidly, with a focus on delivering...
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London, Greater London, United Kingdom Titan Wealth Holdings Limited Full timeThe Titan Wealth Group is a leading provider of wealth management services, and we are seeking a skilled Junior Wealth Business Analyst to join our implementation team. As a Junior Wealth Business Analyst, you will work closely with the Wealth Operations Team to effectively implement our new wealth management platform, ensuring seamless delivery and process...
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Wealth Management Business Strategist
7 days ago
London, Greater London, United Kingdom Skybound Wealth Management Full timeWealth Management Business OpportunityAt Skybound Wealth Management, we are seeking a highly skilled Business Development Executive to join our team. This role offers a unique chance to build a new career in wealth management and provide exceptional service to high net worth expat clients.The main focus of this position is to strategically target and...
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AML Advisory Professional
3 weeks ago
London, Greater London, United Kingdom Royal Bank of Canada> Full timeAbout the RoleWe are seeking an experienced AML Advisory Professional to join our European Compliance Team. As an Associate Director, you will support the Head of Wealth AM Advisory UK & Ireland in managing financial crime risk and providing AML Advisory services to Wealth Management Europe in the UK.Provide advice on the approval of new prospects at...
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Wealth and Asset Management Data Leader
2 weeks ago
London, Greater London, United Kingdom CAPCO Full timeAt Capco, we're seeking a highly skilled Wealth and Asset Management Data Leader to join our team. This is an exciting opportunity to drive the growth of our data practice in the Wealth and Asset Management domain.The successful candidate will be responsible for driving commercial growth of our data practice in the Wealth and Asset Management domain,...
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Data Strategy
7 days ago
London, Greater London, United Kingdom Capco Full time**Job Description:**We are seeking a highly experienced Data Strategy & Advisory Director to join our team in Wealth and Asset Management. As a respected authority in Wealth and Asset Management data, you will drive the growth of our industry-recognised Data Practice.The successful candidate will have 8+ years of data consulting experience, with at least 5...
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Wealth Management Leader
8 hours ago
London, Greater London, United Kingdom 11037 Citibank, N.A. United Kingdom Full timeCiti Global Wealth Job Opportunity11037 Citibank, N.A. United Kingdom seeks a highly skilled professional to lead the lending advisory team in EMEA. The successful candidate will develop and execute the lending strategy, manage a team of lending advisors, and represent the business in senior forums.About the Role:Lead the lending advisory team in EMEA,...
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Financial Services Compliance Specialist
4 weeks ago
London, Greater London, United Kingdom Hoxton Wealth Full timeJob Title: File ReviewerJob Summary: We are seeking a skilled File Reviewer to join our team at Hoxton Wealth. As a File Reviewer, you will play a critical role in ensuring the quality and integrity of our advisory services.Key Responsibilities:Conduct thorough reviews of client files to ensure compliance with regulatory requirements and internal...