Wealth and Asset Management Expert
7 days ago
This is an exciting opportunity to join Wavestone UK as a Partner, leading our Wealth and Asset Management practice. The ideal candidate will have a solid foundation in consulting skills, significant experience in external client-facing consulting or equivalent roles within the wealth and asset management sector.
The successful candidate will have a comprehensive knowledge of the Wealth & Asset Management arena, including M&A support, retail and institutional distribution, and more.
Key Requirements- Significant experience in Transformation Programmes, with a proven background leading complex client projects.
- Solid network of contacts within Financial Services.
- Comprehensive knowledge of the Wealth & Asset Management sector, including M&A support, retail and institutional distribution.
We offer a competitive salary package, including a base salary of £150,000 per annum, plus bonus scheme and benefits.
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Wealth Management Expert
4 days ago
London, Greater London, United Kingdom Goldman Sachs Full timeAbout the RoleThe Investment Strategy Group (ISG) within the Asset & Wealth Management Division of Goldman Sachs is seeking a highly skilled Wealth Management Expert to join their team in London. This exciting opportunity will enable you to develop customized asset allocation solutions and analysis for clients, working closely with the rest of the team and...
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Wealth Management Trainee
1 week ago
London, Greater London, United Kingdom Enver Wealth Management Ltd. Full timeWealth Management TraineeEnver Wealth Management Ltd. is seeking a talented and driven Wealth Management Trainee to join our dynamic team in Kingsway, London.This is an exceptional opportunity for someone looking to break into the wealth management industry, with a clear vision for career growth and a desire to help clients achieve their financial goals.As a...
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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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London, Greater London, United Kingdom Danos Group Full timeCompany OverviewDanos Group is a leading international wealth and asset management business with a focus on innovative solutions that drive efficiency across the wealth management cycle.The company has expanded significantly through acquisitions and organic growth, with operations across multiple regions including the UK, Jersey, and South Africa.Job...
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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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Wealth Accumulation Expert
1 week ago
London, Greater London, United Kingdom Capco Full timeSenior Executive PositionCapco is seeking senior executives with good asset management industry knowledge to join our Wealth & Asset Management practice. As a Wealth Accumulation Expert, you will support the definition and execution of strategic priorities for top asset managers. Our work ranges from client service proposition design to business model...
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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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Senior Asset Management Professional
4 weeks ago
London, Greater London, United Kingdom Titan Wealth Holdings Full timeSenior Asset Management ProfessionalWealth Platform ExpertiseKey Responsibilities:Investigate and resolve client queries through Happy Fox, email, and phone with accurate and timely responses.Conduct root cause analysis for the transfers team lead and head of wealth operations.Support asset migrations, including leading smaller migrations, under the team...
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Asset Management Support Professional
1 week ago
London, Greater London, United Kingdom Titan Wealth Holdings Full timeWealth Platform/Hybrid RoleAbout usThe Titan Wealth Group provides a range of services across the wealth value chain, including financial planning, investment management, and 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...
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Senior Technology Strategy Lead
1 week ago
London, Greater London, United Kingdom PA Consulting Full timeAbout the RoleWe are seeking a seasoned Senior Technology Strategy Lead to join our IT Sourcing & Corporate Services capability. As a key member of our team, you will play a pivotal role in supporting the continued growth of our Wealth and Asset Management business.Key ResponsibilitiesLeverage your expertise in technology delivery disciplines to lead...
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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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Investment Portfolio Manager
4 weeks ago
London, Greater London, United Kingdom LOM Financial Group - Wealth Management Full timeJob Title: Investment Portfolio ManagerJob Description:At LOM Financial Group - Wealth Management, we are seeking a highly skilled Investment Portfolio Manager to join our team. As an Investment Portfolio Manager, you will be responsible for sourcing, building, and advising upon a portfolio of assets from international high net worth clients.Key...
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Investment Portfolio Manager
4 weeks ago
London, Greater London, United Kingdom LOM Financial Group - Wealth Management Full timeJob Summary: We are seeking a highly skilled Investment Advisor to join our team at LOM Financial Group - Wealth Management. As an Investment Advisor, you will be responsible for providing expert financial advice and planning to our high net worth clients.About the Role: This is a unique opportunity to work with a leading investment firm in the financial...
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Senior Portfolio Manager
1 week ago
London, Greater London, United Kingdom LOM Financial Group - Wealth Management Full timeJob Description:Key Responsibilities:Develop long-term relationships with clients and provide expert financial advice and planning.Assess clients' needs, respond to queries, and support them in investing their capital in suitable LOM products and services.Build new relationships and increase client investment in LOM products to maximise commercial...
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Senior Financial Advisor
1 week ago
London, Greater London, United Kingdom Hoxton Wealth Full timeAbout UsHoxton Wealth UK is a leading financial services firm managing approximately £2 billion in assets under management. Our team of experts provides comprehensive wealth management solutions to individuals and businesses.
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Strategic Wealth Manager
2 weeks ago
London, Greater London, United Kingdom Mason Blake Full timeWealth Management OpportunityMason Blake is seeking a Strategic Wealth Manager to join their team. This role will involve working on the development and management of discretionary investment solutions for high net worth clients.The ideal candidate will have experience in designing and managing investment portfolios, as well as knowledge of retail investment...
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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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Wealth Management Portfolio Expert
1 week ago
London, Greater London, United Kingdom undisclosed Full timeJob Title: Wealth Management Portfolio ExpertWe are working with a growing FinTech firm in London who deliver institutional solutions to highly sophisticated private investors. They are looking to hire an analyst and associate level into their client facing financial planning and investment solutions team. This is one of the most exciting and impressive...
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Wealth Management Expert
1 week ago
London, Greater London, United Kingdom BDO Canada LLP Full timeBDO Canada LLP is a leading accounting and advisory firm that provides innovative services to help businesses succeed. We are seeking a highly skilled and motivated individual to join our Wealth Management practice as a Wealth Management Expert.Key Responsibilities:Process client data and complete data entry in financial planning softwareIdentify financial...
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Tax Director for Wealth and Asset Management
1 week ago
London, Greater London, United Kingdom Grant Thornton (UK) Full timeWealth and Asset Management TAX - Associate DirectorCompany OverviewGrant Thornton UK LLP is a leading professional services firm with a global network of 73,000 people in over 150 countries.We are a team of independent thinkers who put quality, inclusion, and integrity first. We are personal, proactive, and agile.Job DescriptionThe Financial Services Tax...