You will consult with leading life insurers, pension providers, business process outsourcers, platforms, and wealth managers on their most critical challenges—from regulatory compliance and risk management to digital transformation and customer engagement.
You will work alongside top specialists in the field, focusing on succession planning, trusts, and wills. The firm values work-life balance and offers an ambitious culture for professional growth within the region.
UK - London Wealth & Asset Management Discretionary / Advisory Specialist Location: London (Hybrid) | Practice Area: Wealth & Asset Management | Type: Permanent Shape the future of Wealth & Asset Management The Role Capco is a key consulting partner to leading wealth managers and private banks, supporting the definition and execution of their strategic priorities. Our work spans client...
You will partner closely with Account Management, Customer Success and regional marketing to align priorities, influence product development with deep market insights, and mentor the team to achieve high performance. What you'll be doing - Develop the sales strategy and execution plans for your team
You will be advising on a wide range of onshore private wealth matters, including: - Succession planning and family governance for wealthy individuals, families, and business owners - Drafting wills, trusts, powers of attorney and advising on probate and trust administration
The opportunity We are seeking a detail driven professional to oversee pre and post-sale advice checking across our Wealth Business, including specialist Investment and Occupational Pension cases. In this role, you'll ensure all advice and Suitability Reports meet regulatory standards and align with The Openwork Partnership's COB Suitable Advice framework. You'll also play a vital part in...
Description About Ares Wealth Management Solutions (AWMS) Ares Wealth Management Solutions (AWMS) oversees the product development, distribution, marketing, and client management activities of investment offerings for the global wealth management channel. With a team of approximately 150 professionals and backed by the power and scale of the Ares platform, AWMS represents one of the most...
Description : This job is responsible for performing a variety of specialized functions across a team of Financial Advisors, such as business management, business development, wealth planning, investment management, or relationship management. Key responsibilities include providing quality client service, and operations support and executing problems where extensive analysis and evaluation is...
The Private Bank Global Derivative Solutions team is a cross-asset desk (Equities, FX, Commodities & Rates) and (a) develops strategic market views; (b) analyses and determines effective implementation vehicles to express market views, both tactical and strategic across cash, derivative and structured products; (c) markets investment ideas to advisors and clients. All members of the team can...
Job Description MERJE is seeking a talented Senior Finance Reporting Specialist for a leading wealth management firm. This role offers an exciting opportunity to join a prestigious financial institution, contributing to critical financial reporting and control functions. The ideal candidate will possess strong accounting knowledge and excellent communication skills. Location: London (4 days...
Job Description Spire Ventures is seeking a founder (or founding team) to build a specialist real estate data-centre platform. Spire Ventures backs exceptional real-estate operators to build profitable, scalable companies. We invest our own capital and focus on empowering ambitious management teams to execute their vision, helping them scale well beyond their initial ambition. We’re seeking a...
You will be part of the Wealth Management UK Domestic High Net Worth team in London. Our role is to manage, preserve and grow the wealth of our clients.
Introduction Saab UK is growing rapidly, with over 500 colleagues across eight sites. We bring together Swedish heritage and British expertise to drive innovation in areas such as software engineering, underwater robotics, radars, AI, and armed forces training. Joining Saab in UK means contributing to the security and resilience of society while building a career with real scope for personal and...
As part of a team covering UK and Ireland, the Analytics Sales Specialist contributes to business development by acting as an expert in MSCI solutions and Analytics products which include RiskManager, BarraOne, Barra Portfolio Manager, HedgePlatform and Wealth Manager. Interested in learning more about this job Scroll down and find out what skills, experience and educational qualifications are...
Protection Specialist Advisor 📍 Location: Flexible – Home-based / Office-based / Hybrid 🕒 Job Type: Full-Time, Employed Position 💷 Basic £30,000 + commission - OTE upto £100,000 uncapped About Us IBA Wealth Management Ltd is a trusted Financial Services company offering a full financial planning service to new and existing customers. As part of the Quilter Financial Planning network—one of...
You should not be afraid to get your hands dirty to tackle hard issues - Ability to plan and organize workload - Ability to work independently, multi-task, and take ownership of various parts of a project or initiative - Would be a great plus if you know: - Basics of ITIL practices (change/incident management)
Job Description Spire Ventures is seeking a founder (or founding team) to build a specialist real estate data-centre platform. Spire Ventures backs exceptional real-estate operators to build profitable, scalable companies. We invest our own capital and focus on empowering ambitious management teams to execute their vision, helping them scale well beyond their initial ambition. We’re seeking a...
A leading consulting firm in London is seeking a Wealth & Asset Management Discretionary / Advisory Specialist with over 10 years of experience. This role involves designing investment strategies, leading transformation projects, and collaborating with clients to optimize their operations. The ideal candidate possesses deep industry expertise and a passion for driving change within a hybrid work...
Spire Ventures is seeking a founder (or founding team) to build a specialist real estate data-centre platform. Spire Ventures backs exceptional real-estate operators to build profitable, scalable companies. We invest our own capital and focus on empowering ambitious management teams to execute their vision, helping them scale well beyond their initial ambition. We’re seeking a founder (or...
A leading consulting firm in London is seeking a Wealth & Asset Management Discretionary / Advisory Specialist with over 10 years of experience. This role involves designing investment strategies, leading transformation projects, and collaborating with clients to optimize their operations. The ideal candidate possesses deep industry expertise and a passion for driving change within a hybrid work...