Wealth manager Work, Jobs in Kensington, Gtl (with Salaries)

Transfers Officer (6 month FTC)
TrinityBridge —London
Senior Developer
TrinityBridge —London
- Azure
- DevOps
- SQL
Trainee Wealth Manager
First Sentinel Wealth —London
- £25,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Trainee Wealth Manager
RGH‑Global Limited —London
- £29,000 - £33,000 a year
- Full-time
- Hybrid work
- Communication skills
- Employee assistance programme
Senior Manager - Financial Services (Investment Management & Wealth), Programme Leadership, Human Capital
Deloitte —London
- Hybrid work
- Azure
- AWS
- Project management
Asset & Wealth Management, Investment Risk – Alternatives, Associate, London
Goldman Sachs —London
- Full-time
- Microsoft Excel
- SQL
- Bachelor's degree
- Employee assistance programme
Associate, Business Intelligence - Global Private Wealth (EMEA & APAC)
HarbourVest Partners —London
- Full-time
- Hybrid work
- Sales
- Master's degree
- Analysis skills
Assistant Director, Insurance Legal Entity Structuring, Strategy Risk & Transactions Advisory
Deloitte —London
- Hybrid work
- Project management
- Mentoring
Wealth Manager
National Westminster Bank PLC —Guildford
- £73,800 - £110,700 a year
- Full-time
- Hybrid work
- Business development
- Annual leave
13d
Manager - BCG Vantage - Principal Investors & Private Equity
Boston Consulting Group —London
- Full-time
- English
- Bachelor's degree
- APIs
Asset & Wealth Management, Investment Risk – Alternatives, Vice President, London
Goldman Sachs —London
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Office
- Employee assistance programme
Program Coordinator - International Private Bank, Client Skills Training & Practice Management Team
JPMorganChase —London
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
New Business Account Manager
Hackstons —London
- From £25,000 a year
- Full-time
- Sales
- No experience needed
- Business development
- Employee discount
Quick apply
6d
Trainee Financial Adviser
The Private Office —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
Portfolio Manager, Multi-Asset Strategies & Solutions - Physical Equity (Vice President/Director)
BlackRock Investments —London
- Hybrid work
- SQL
- Analysis skills
- Construction experience
- Work from home
Senior Full-Stack Cloud Native Developer (OTC Team), Charles River Development, Assistant Vice President
State Street —London
- Full-time
- Azure
- Computer Science
- Engineering
Senior Investment Broker – EIS Investments
SSV Capital PLC —Canary Wharf
- £20,000 - £30,000 a year
- Full-time
- CRM software
- Sales
- Salesforce
- Referral programme
Quick apply
Manager - Senior Manager, EPM Practitioner, Investment Wealth Management & Real Estate, Business Finance & Controllership
Deloitte —London
- Hybrid work
- Oracle
- PMP
- Business development
VP, Wealth and Insurance Solutions - EMEA
Equisoft —London
- Full-time
- Remote
- Oracle
- Sales
- English
- Flexible schedule
- Life insurance
Direct Retail and Digital Wealth International (DRDW International) – VP II – State Street Investment Management
State Street —London
- Full-time
- Sales
- Master's degree
- Analysis skills

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Transfers Officer (6 month FTC)

TrinityBridge -
London

Apply Now

Job details

Fixed term contract

Full job description

This is a role within the Transfers Team which forms part of the bigger Operations Department. As the Transfers Officer you will be reporting directly into the Transfer Manager and will be responsible for all activities relating to asset transfers in and out of TrinityBridge’s custody, internal transfers, and APS transfers.

RESPONSIBILITIES

Processing transfers in to and out of TrinityBridge for all account types, across multiple products and platforms
Internal transfers of holdings arising from changes to client status (eg. receipt of tax documentation, trust distributions, deceased, spouse to spouse transfers etc.)
Monitor transfer progress and escalate issues when required client contributions to their accounts
Facilitate Depot movements
Setting up Nominee accounts and providing KYC document when required
Report uploads/downloads (e.g. IFDS)
The role will require regular interaction with Fund Managers, market counterparties and other Operations teams that are involved in maintaining client account data and records
Demonstrate an understanding of and compliance with regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients

WE WOULD LOVE TO HEAR FROM YOU IF:

Previous experience of operational processes in wealth manager or private client asset management
Accuracy and attention to detail
Ability to work unsupervised at times
Team player willing to respond to varied requests
Able to build effective relationships with 3rd parties and internal customers such as the fund managers
Able to challenge current processes within the operations area and provide solutions and efficiencies
Understanding of re-registration of collective investments
Good all round securities knowledge
Experience with the Crest Gui
Experience with Equisoft would be advantageous

At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.

We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.

To avoid any ambiguity around fees, please note that speculative CVs received by TrinityBridge, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.
#LI-EM1 #LI-SY1 #LI-JJ1

The Company

At TrinityBridge we are all connected by our mission to be a leading UK Wealth Manager, growing trusted client relationships that last for generations.

This strategic clarity provides our people with clear goals and objectives so that everyone understands the role that they play, and how they contribute to our success.

We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.

We offer a wide range of inclusive benefits that provides our people with all the support they need to find a healthy balance in all aspects of their lives. We also invest in our people and provide an environment where they can bring their whole selves, explore new opportunities and thrive.

We recruit people from all backgrounds and are open to discussing all types of flexible working options, helping our people to balance work and home life and make practical choices for their wellbeing.

We are committed to ensuring our recruitment process is accessible to everyone. We make adjustments for people who have a disability or long-term condition so, if you need a job description or application form in an alternative format, or would like to discuss the recruitment process with us, please get in touch at [email protected] .

Equal Opportunities

As an employer, TrinityBridge is committed to equality and valuing diversity within its workforce. We provide equality of opportunity and will aim to ensure that no employee’s or candidates are subject to discrimination on grounds of any characteristics including but not withstanding gender, gender identity, marital status, sexual orientation, race, colour, nationality, religion, age, disability, working pattern, caring responsibilities, political beliefs.

Apply Now

Refine Your Search

wealth manager jobs in kensington, gtl

Transfers Officer (6 month FTC)

Senior Developer

Trainee Wealth Manager

Trainee Wealth Manager

Senior Manager - Financial Services (Investment Management & Wealth), Programme Leadership, Human Capital

Asset & Wealth Management, Investment Risk – Alternatives, Associate, London

Associate, Business Intelligence - Global Private Wealth (EMEA & APAC)

Assistant Director, Insurance Legal Entity Structuring, Strategy Risk & Transactions Advisory

Wealth Manager

Manager - BCG Vantage - Principal Investors & Private Equity

Asset & Wealth Management, Investment Risk – Alternatives, Vice President, London

Program Coordinator - International Private Bank, Client Skills Training & Practice Management Team

New Business Account Manager

Trainee Financial Adviser

Portfolio Manager, Multi-Asset Strategies & Solutions - Physical Equity (Vice President/Director)

Senior Full-Stack Cloud Native Developer (OTC Team), Charles River Development, Assistant Vice President

Senior Investment Broker – EIS Investments

Manager - Senior Manager, EPM Practitioner, Investment Wealth Management & Real Estate, Business Finance & Controllership

VP, Wealth and Insurance Solutions - EMEA

Direct Retail and Digital Wealth International (DRDW International) – VP II – State Street Investment Management

I want to receive the latest job alerts for wealth manager in kensington, gtl

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