Wealth Manager jobs in Birmingham

A leading financial services company is seeking a Director of Financial Planning in Birmingham, responsible for developing trusted client relationships and providing tailored financial and wealth management advice. Ideal candidates should possess a relevant level 4 qualification, strong client service skills, and proven ability to manage client interactions effectively. The role offers a...

You will have an enhanced focus on maintaining existing client relationships and identifying new opportunities through key origination tactics and networks.

You will deliver net revenue growth by focusing on achieving net sales targets.

Asset & Wealth Management - Birmingham - Associate - DevOps Engineer location_on Birmingham, West Midlands, England, United Kingdom What We Do At Goldman Sachs, our Engineers don't just make things – we make things possible. Change the world by connecting people and capital with ideas. Solve the most challenging and pressing engineering problems for our clients. Join our engineering teams that...

A financial services company in Birmingham seeks a Wealth Management Administrator to provide high-quality administrative support. The role includes maintaining client documentation, managing financial administration, and coordinating workflows. Ideal candidates will have a strong understanding of the wealth planning process and excellent client service skills. Attention to detail is critical....

You will work closely with cross-functional teams to deliver high-quality, scalable, and secure solutions. Key Responsibilities: Back-End Development: Design, develop, and maintain RESTful APIs and microservices using Java , Spring Boot etc. Implement business logic, database interactions, and integrations with third-party services.

Wealth Management Administrator Provide high-quality administrative and operational support to Wealth Planners in delivering excellent client outcomes. Work efficiently within established compliance and regulatory frameworks, ensuring processes are followed accurately and consistently. Act as a key point of contact between Wealth Planners, internal teams, and external providers to ensure a...

A pioneering wealth tech company in Birmingham is seeking a Global Relationship Manager to enhance client relationships and business development. This role involves strategic planning, project management, and managing client inquiries in diverse financial markets. Ideal candidates have over 10 years in financial services sales, strong relationship-building skills, and a robust business network....

A wealth management firm in North Birmingham seeks an experienced IFA Administrator to enhance client service and support advisers. In this role, you will manage client records, ensure precision in transactions, and streamline administrative processes. Candidates should have at least 2 years of experience in financial services, proficiency in MS Office, and ideally in Intelligent Office. The firm...

Financial Services Recruitment Consultant - Wealth Management Sector - Birmingham We are seeking an ambitious Recruitment Consultant to join our financial services recruitment agency in Birmingham, with a specialized focus on Wealth Management professionals. Key Responsibilities: Source and place top Wealth Management talent across private and challenger banking sectors and investment houses....

A leading financial services company in Birmingham is seeking a Registered Client Service Associate to enhance client relationships and support business growth. The successful candidate will manage client communications, onboard accounts, and collaborate with Financial Advisors. Required qualifications include an Active Series 7 and relevant industry experience. Competitive benefits and...

A leading global consultancy in the UK is seeking a Client Management Apprentice to support client management activities. The role involves assisting in retirement services, project management, and fostering meaningful client relationships. Ideal candidates should have strong motivation, communication skills, and a passion for client service. The position offers comprehensive training and a clear...

A leading financial institution in Birmingham seeks an Associate Director Wealth Manager. The role involves managing client relationships, driving revenue growth, and leading business development initiatives. Ideal candidates will have strong relationship management skills, a Level 4 CISI or CII qualification, and a detailed knowledge of financial products and market trends. This position offers...

Overview Wealth Management Administrator provides high-quality administrative and operational support to Wealth Planners in delivering excellent client outcomes. Work efficiently within established compliance and regulatory frameworks, ensuring processes are followed accurately and consistently. Act as a key point of contact between Wealth Planners, internal teams, and external providers to...

YOUR IMPACT The Asset & Wealth Management Strategic Transformation Office is a recently established entity tasked with overseeing comprehensive large-scale transformations. Our primary objectives are to enhance scalability, drive revenue growth, improve client experience, and elevate controls to optimize our operating platform. This group comprises of four critical functions, including (1)...

Overview Asset & Wealth Management - Software Engineer - Associate - Birmingham. Goldman Sachs is seeking an Associate-level Software Engineer to join the Asset & Wealth Management division in Birmingham. Your Impact Responsible for expanding and optimizing our cloud based data pipeline architecture Building robust data pipelines and reporting tools Basic Qualifications 3+ years of...

A global financial institution is looking for a Regional Sales Coach based in Birmingham, UK. This role involves delivering coaching to enhance sales behaviors, diagnosing performance gaps, and strengthening pipeline management. Candidates must have professional experience in the Wealth Management industry and strong conflict resolution skills. The job requires flexibility with travel and regular...

Asset & Wealth Management - Project Management - Associate - Birmingham Birmingham, West Midlands, England, United Kingdom Job Description Wealth Management Engineering requires a hybrid Technical Project / Product Manager & Business Analyst to manage critical growth Initiatives and Regulatory obligations by leveraging best in class project management skills and strong functional / architectural...

What We Do At Goldman Sachs, our Engineers don’t just make things – we make things possible. Change the world by connecting people and capital with ideas. Solve the most challenging and pressing engineering problems for our clients. Join our engineering teams that build massively scalable software and systems, architect low latency infrastructure solutions, proactively guard against cyber...

YOUR IMPACT The Asset & Wealth Management Strategic Transformation Office is a recently established entity tasked with overseeing comprehensive large-scale transformations. Our primary objectives are to enhance scalability, drive revenue growth, improve client experience, and elevate controls to optimize our operating platform. This group comprises of four critical functions, including (1)...

Asset & Wealth Management - Birmingham - Analyst / Associate - DevOps Engineer Birmingham, West Midlands, England, United Kingdom Job Description What We Do At Goldman Sachs, our engineers make things possible by building scalable software, low latency infrastructure, and secure systems. They use data, machine learning, and cloud technology to solve challenging problems for clients. Who We...