Wealth Management Jobs in Cambridge

Wealth Manager HighNetWorth & Institutional Clients Location: Hybrid role but predominantly field-based.Most days will involve external meetings with clients introducers or partners.Occasional attendance at the Hertfordshire-based office for internal meetings or collaboration.Salary: Competitive...

Administrator with a client onboarding focus! HC Wealth Management Bagshot Surrey Hybrid (2 days office / 3 days home)(flexible for the right experience) Full-time Permanent The Opportunity HC Wealth Management is a professional accredited financial planning firm where client experience genuinely...

This role is based in our Property Management Team which is focused on our historic London Estate in Mayfair and Belgravia. The purpose of the London Estate Property Management Team is to deliver a positive financial contribution to Grosvenor through providing class leading customer service which re...

About this roleWho we are:BlackRocks Global Product Solutions business (GPS) was formed in 2024 to innovate curate and commercialize the full breadth of our investment platform to meet client needs wherever they are. We do this by innovating the next wave of products and solutions accelerating iShar...

DescriptionAtJPMorganChase we recognize that rewarding careers do not always follow a conventional path. We value the diversity fresh perspective and wealth of experience that returning professionals can bring.TheReEntryprogram offers experienced professionals who are currently on an extended career...

Role OverviewWe are seeking an experienced visionary and pragmatic Head of Finance Systems & Data Management to lead the design and delivery of our Finance systems and data strategy. This is a senior leadership role that combines strategic vision with hands-on execution ensuring Finance has the righ...

Role DescriptionTo lead outbound sales efforts by actively hunting for new business opportunities in the FinTech sector. This role is focused on identifying and engaging potential clients through market research networking and industry events. The Sales Executive will be a key driver of pipeline gro...

DescriptionThis is an exciting opportunity to join a passionate team dedicated to building products that truly help our users. Youll work with the latest technologies and be immersed in a culture that values creativity diversity and continuous learning. Collaborate with driven professionals tackle c...

At EY were all in to shape your future with confidence. Well help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. The opportunityEY Tax is a market leader renowned for delivering sustai...

Leads the team responsible for ICSR management for a selected project or group of projects as Team Leader Ensures adequate distribution of tasks for assigned projects and teams and oversees the workflow process Assures and exerts of activities leading to effective cooperation with clients in the are...

Job Purpose: The Service Contract Management Associate will support the administration of the contract management activities for aftermarket service contracts (AMCs). This role will focus on the collection organisation review analysis and storage of AMCs ensuring they are collected and stored consis...

About the Role As a Client Success Relationship Manager (CSRM) youll take ownership of the client relationship immediately following the handoff from Sales and guide it through onboarding adoption and ongoing success.Youll lead clients through implementation and adoption ensuring Agilitys solutions...

About Allica BankAllica is the UKs fastest growing company - and the fastest-growing financial technology (Fintech) firm ever. Our purpose is to help established SMEs one of the last major underserved opportunities in Fintech.Established SMEs are the backbone of local communities - representing over...

Do you want your voice heard and your actions to count Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG) one of the worlds leading financial groups. Across the globe were 150000 colleagues striving to make a difference for every client organization and community we serve. We stand...

Company:MercerDescription:Senior Client Onboarding Investment Solutions UK/I wideMercers Investment Solutions International Client Team has an exciting opportunity to join one of our largest and most rapidly-growing business areas - implemented investment solutions. As a senior member of the Clien...

DescriptionWe are offering an exciting opportunity to join a dynamic and growing team in a fast-paced and challenging environment.The Wealth Management division of JPMorgan Chase & Co. is part of the Asset & Wealth Management business segment. For over 160 years it has provided customized solutions...

Purpose of the Job Our parent company Quintet Private Bank is a leading private bank in the wealth management sector; we are committed to our clients and their families and pride ourselves on our personalised service based on a deep understanding of what clients want to achieve. Compared to others w...

Purpose of the Job Our parent company Quintet Private Bank is a leading private bank in the wealth management sector; we are committed to our clients and their families and pride ourselves on our personalised service based on a deep understanding of what clients want to achieve. Compared to others w...

Requisition ID: 247158Join a purpose driven winning team committed to results in an inclusive and high-performing culture.Associate - Global Mining & Energy Team (Europe)Location: LondonDepartment: Corporate BankingAbout the RoleJoin our Global Mining & Energy Team and play a key role in supporting...

DescriptionJ.P. Morgan Personal Investing offers award-winning investments products and digital wealth management services to over 275000 investors in the UK. We built the business with innovation as a core part of our ethos to give consumers the confidence and clarity to make informed investment de...