Wealth Management Jobs in Cambridge

Who We AreAddepar is a global technology and data company that helps investment professionals provide the most informed precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last dec More...

DescriptionBehind every investment is a person with ambitions motivations and values. While we know that every client is unique they come to Nutmeg for the same reason: our straightforward and transparent approach to investing.Nutmeg is a J.P. Morgan company offering award-winning inv More...

Line of ServiceAdvisoryIndustry/SectorNot ApplicableSpecialismOperationsManagement LevelDirectorJob Description & SummaryAbout the role:Over the last few years we have been very proud of our track record of delivering large complex and brand-defining Finance transformations in Ins More...

Job PurposeThe position is a portfolio management role delivering the firms asset allocation views in a client tailored way to a large and varied group of clients. Working within the Portfolio Management team to deliver an excellent level of service to the offices Investment Managers More...

Help us build the best payment rails in the world. At Wise we are building the best infrastructure to move money internationally.Today Wise customers can send and exchange money in over 40 currencies. By this time next year we aim to make Wise available in all 175 currencies worldwide More...

As a Product Owner youll be working with our customers and internal stakeholders - providing the vision and goals for Delios products and services in line with the company strategy. Youll collaborate closely with our clients the market and the wider business to understand and prioriti More...

Job PurposeTo build and develop trusted relationships with current and potential clients. To be responsible for delivering financial planning and wealth management advice. To work within the context of an agreed business plan. All advice given to clients must be suitable tailored and More...

Financial Planner 65000 - 95000 Solihull Elevate your career with Lucent Financial Planning where expertise meets energy and every day is an opportunity to make a real difference for clients youll genuinely enjoy working with! Why Youll Love Lucent Were more than colleagues - were lik More...

Client Relationship Manager Location: Glasgow-based with flexibility Salary: 33000 base 10000 average (uncapped commission) Type: Full-time Focus: Managing and growing existing client relationships This is a client-facing role where the focus is on looking after existing accounts and More...

If youre looking for a career that will help you stand out join HSBC and fulfil your potential. Whether you want a career that could take you to the top or simply take you in an exciting new direction HSBC offers opportunities support and rewards that will take you further.Our Wealth More...

If youre looking for a career that will help you stand out join HSBC and fulfil your potential. Whether you want a career that could take you to the top or simply take you in an exciting new direction HSBC offers opportunities support and rewards that will take you further.Our Wealth More...

At Moodys we unite the brightest minds to turn todays risks into tomorrows opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they arewith the freedom to exchange ideas think innovatively and listen to each other and custome More...

Job Title: Relationship Management SupportContract Type: PermanentLocation: LondonWorking style: Hybrid 50% home/office basedClosing date: 15th August 2025We are seeking a dedicated individual to provide exceptional support to our Relationship Management team and their key RLAM profes More...

Wealth and Asset Management Tax Private CapitalSenior Tax AdvisorEYs Financial Services (FS) Tax practice is the largest such practice in the UK with an exceptional reputation for sector expertise and close trusted adviser relationships across a broad range of FS clients including gl More...

Rathbones provides individual investment and wealth management services for private clients charities trustees and professional partners. We have been trusted for generations to manage and preserve our clients wealth. Our tradition of investing and acting responsibly has been with us More...

DescriptionNutmeg is a J.P. Morgan company offering award-winning investments products and digital wealth management services to over 250000 investors in the UK. We built the business from scratch with constant innovation a core part of our ethos since the beginning. We aim to provide More...

Rathbones provides individual investment and wealth management services for private clients charities trustees and professional partners. We have been trusted for generations to manage and preserve our clients wealth. Our tradition of investing and acting responsibly has been with us More...

Who We AreAddepar is a global technology and data company that helps investment professionals provide the most informed precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last dec More...

Investments Operating Model LeaderLocation: London (Hybrid) Practice Area: Wealth & Asset Management Type: PermanentRedesign investment operations to drive long-term value for clientsThe RoleCapco is looking for an experienced Investments Operating Model Leader to guide strategi More...

Requisition ID: 230426Join a purpose driven winning team committed to results in an inclusive and high-performing culture.Position: Senior Major Incident OfficerLocation: LondonLooking for a hybrid role We have the job for you! Our employees in hybrid roles can alternate between work More...