Assistant Manager, Private Wealth Accounting Jobs

IPB Assistant Relationship Manager

The IPB ARM (C10) is a developing professional role that applies specialty area ...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

0-2 years relevant experience
ability to multi-task with strong organizational and time management skills per the needs of banker teams and clients
ability to problem solve and analyze data with demonstration of attention to detail
strong verbal and written communication skills
client facing experience
strong background and interest in the fields of operations and compliance
previous sales referral experience
knowledge of investments, banking, and credit products
US: Licenses: Series 7/63 or 7/66 or willing to acquire within 120 days
bachelor's/university degree or equivalent experience

Job Responsibility

Deliver wealth management services to CITI PRIVATE BANK clients with guidance from the Banker teams
manage and execute client transactions with respect to business and individual banking, credit and investment products
ensure transactions are completed within audit and compliance standards as well as timely
take ownership of client investigations (e.g., statement reporting issues and pricing inquiries) and collaborate with operational and middle office teams to ensure effective resolution
coordinate account maintenance for all products and reporting on WINS including address changes, telephone number updates, account status changes, rates and fee waivers
enforce banking policies and procedures to ensure operational integrity while maintaining high client satisfaction
proactively arrange and participate in client visits and perform service quality check-in calls to clients
obtain banker/client appointments to build upon existing or establish new relationships
identify and document new business opportunities for referral to banker or product specialist
perform responsibilities through proficient use Citi applications

Fulltime

Business Risk and Controls Officer

The Business Control Manager (BCM) is a first line of defense investment supervi...

Location

United Kingdom , Belfast

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Relevant work experience in Business Risk & Controls, Private Banking, Wealth Management or Capital Markets role(s)
Strong understanding of UK FCA Conduct of Business (COB) rules and EU Regulations, particularly regarding Investment sales and suitability requirements
MS Excel, MS Power Point, SQL a plus
Consistently demonstrates clear and concise written and verbal communication skills
Effective organizational and influencing skills required
Excellent problem-solving skills, with ability to dissect complex scenarios, see the big pictures with high attention to critical details
Demonstrated ability to develop, implement and challenge strategy and process improvement initiatives

Job Responsibility

Responsible for managing and supporting multiple risk and control programs for the organization including defining the strategy, approach, processes, quality, tools and reporting that provide global risk management consistency and excellence
Works closely with business partners on findings and makes recommendations on improving practices
Examines procedures for consistency and gaps relative to regulations in addition to impacts on customer experience
Review and approve client suitability profiles (IOS)
Monitors post-trade daily risk management reports relating to the Investment Decision Framework of the Retail Distribution of Investment Policy (RDIP), to ensure policy adherence and drivers of exceptions
Assists in the resolution of investment-related client complaints
Monitors Licensing and Registration requirements
Post-trade regulatory documentation delivery monitoring reviews
Assists in the management of trade errors and corrections
Review and approval of new discretionary accounts

What we offer

Generous holiday allowance
increasing with tenure
A discretional annual performance related bonus
Private medical insurance packages to suit your personal circumstances
Employee Assistance Program
Award winning Pension Plan
Paid Parental Leave
Special discounts for employees, family, and friends
Access to an array of learning and development resources

Fulltime

Trust & Tax Assistant

A well-established and supportive Private Wealth team in Manchester is looking t...

Location

United Kingdom , Manchester

Salary:

27000.00 - 42000.00 GBP / Year

Douglas Scott

Expiration Date

Until further notice

Requirements

Strong administrative skills and a genuine interest in private wealth, trusts, or estate work
Prior experience in a private client setting or exposure to trust/estate administration is desirable
Excellent attention to detail and ability to manage multiple tasks effectively
Strong communication, time management, and organisational skills
Proactive, self-motivated individual with the ability to take ownership of tasks
Familiarity with CCH or similar tax software is an advantage, though training will be provided

Job Responsibility

Liaising with clients, accountants, and investment managers to support trust and estate matters
Assisting with the preparation of trust accounts and returns for inheritance tax, capital gains tax, and income tax
Handling payments and capital/income distributions
Preparing documentation for trustee meetings, including drafting meeting minutes
Supporting the management of case deadlines, billing, and client updates
Assisting in the drafting and review of investment policy statements
Maintaining professional standards in all client communications

What we offer

Clear progression pathways and ongoing training in trust and tax administration
Work in a modern office based in Manchester’s Spinningfields with hybrid flexibility (up to 2 remote days per week)
Supportive environment with long-term career potential in private wealth

Fulltime

Equity Specialist

The Equity Specialist is a strategic professional recognized as a technical auth...

Location

Hong Kong , Hong Kong

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6-10 years of experience
proven sales and trading experience in financial services and structured products, including equity derivatives and light exotic products
exposure to High Net Worth Private Bank clients and Family Offices would be beneficial
good interpersonal and communication skills essential
ability to develop strong working relationships across functional and geographical lines
strong IT skills essential
ability to work to tight deadlines
regulated role with applicable/mandatory licenses and/or qualifications
language proficiencies in Cantonese, English and Mandarin.

Job Responsibility

Cover direct client activity in cash equity, listed derivatives and light OTC exotic equity products
deliver execution strategy recommendations to active Private Bank trading clients and internal Marketing teams
actively market and develop a dedicated client base of between 20-30 long-term accounts
identify client needs and objectives within overall investment objectives and match to service delivery capabilities
develop and update market intelligence to introduce single stock ideas
maintain rigorous risk management approach with clients on their exposures
increase sales across the product set from cash equities and listed derivatives to OTC derivatives
communicate, deliver, and close on client investment proposals and new account pitches
ensure conformity with global Firm standards of client service, regulatory, compliance, and operating model
increase connectivity and engagement between Markets and Wealth clients and staff

Fulltime

New

Senior Product Manager

Senior Product Manager – Home Insurance (Reporting & MI). This is an exciting op...

Location

United Kingdom , Cardiff

Salary:

Not provided

Admiral Group Plc

Expiration Date

Until further notice

Requirements

Strong analytical or data-driven background within insurance, financial services, or product management
Proven ability to use MI and reporting to inform decisions, drive commercial performance and improve customer outcomes
Deep understanding of FCA Consumer Duty and regulatory reporting requirements and metrics (GIVM)
Excellent stakeholder management skills with the ability to simplify complex analysis into actionable insight
Excellent written and verbal communication
Confident in presenting to senior stakeholders and influencing strategy
Organised and able to manage multiple priorities
Ability to lead through others, coach and develop team members, and drive collaboration

Job Responsibility

Develop and maintain regular robust reporting for commercial and customer performance with tolerances where appropriate
Translate complex data into clear, actionable insight that supports strategic decisions, evidences regulatory compliance, drives improvements in fair value, customer understanding, and good outcomes, while balancing commercial performance
Lead initiatives to improve data quality and reliability across all Household Product & Ancillaries reporting streams
Lead key governance and regulatory reporting processes such as Customer Outcomes MI (COMI), FCA General Insurance Value Measures (GIVM), ensuring reporting is compliant, accurate and timely
Support the Product Lead and wider Household function in proactively responding to the evolving regulatory environment
Work closely with Finance, Pricing, Risk, Claims, Data Insights and IT to strengthen the link between MI and strategic decision-making
Inspire and educate Product Managers, fostering a data-driven and customer-first culture
Identify opportunities to enhance reporting processes, governance frameworks, and insight delivery
Provide clear, concise updates and commentary to senior management on performance and customer outcomes

What we offer

Up to £3,600 of free shares each year after one year of service
33 days holiday (including bank holidays) when they join us, increasing the longer you stay with us, up to a maximum of 38 days (including bank holidays)
Option to buy or sell up to an additional five days of annual leave
Financial & Mortgage Advice
24-Hour Ecare
Cycle to Work Scheme
Flexible Working
Simply Health
Private Health Cover
Critical Illness Cover

Fulltime

New

Domain Lead - Google Platform Team

The Platform Technology area is looking to recruit a Domain Lead for the Google ...

Location

Salary:

Not provided

Admiral Group Plc

Expiration Date

Until further notice

Requirements

Experienced leader able to lead calmly through periods of high pressure whilst inspiring people and teams to achieve excellence and grow their skills
Knowledge and experience operating within enterprise scale network technology
Knowledge and experience (5yrs+) operating within: Building and managing cloud services and resources
Google Cloud Architecture
Containerised workloads
Hybrid connectivity
DevOps tools and methods
Knowledge and experience with line management through both coaching and mentoring techniques
Experience operating within heavily regulated environments including external regulated consumer products and service offerings
Knowledge of identification and management of specific engineering, design, and testing standards and practices that comply with internal organisation IT governance and architectural standards within a heavily regulated environment

Job Responsibility

Enable the delivery of the Google Cloud platform and services
Deliver a standard set of services and tools that are secure, compliant with Admiral standards and policies, and can be easily consumed by other tribes and engineering teams
Create the right environment to attract, assess and retain top engineering talent, including developing relevant compensation packages and enabling engineers to continuously maintain and improve their technical and non-technical skills
Keep abreast of technology developments in the google ecosystem, anticipate the benefit to Admiral, and drive the development of new features and functions
Lead individuals and groups through significant strategic technology changes and/or during times of organisational change
Assist the team in achieving their objectives and key results
Provide technical leadership for the Google Cloud Platform Team and to wider teams
Line management duties for Technical Leads and Engineers with a view to focussing on coaching and mentoring techniques that align to both agile principles and Admiral values
Collaborate with Platform Services technical leadership team and wider teams to understand demand and resource requirements
Accountable for maintaining and facilitating team level resource plans, forecasts future resource requirements, working with the Service Owner, Technical Lead, and Scrum Master to agree future resourcing strategies

What we offer

Everyone receives 33 days holiday (including bank holidays) when they join us, increasing the longer you stay with us, up to a maximum of 38 days (including bank holidays)
You also have the option to buy or sell up to an additional five days of annual leave
Eligible for up to £3,600 of free shares each year after one year of service
Financial & Mortgage Advice
24-Hour Ecare
Cycle to Work Scheme
Annual Holiday Allowance
Flexible Working
Simply Health
Private Health Cover

Fulltime

New

Solution Architect - Infrastructure

The Infrastructure Solution Architect plays a key role in shaping, designing and...

Location

Salary:

Not provided

Admiral Group Plc

Expiration Date

Until further notice

Requirements

Proven experience of designing end-to-end infrastructure, platform or EUC solutions in a complex enterprise environment
Strong understanding of architectural frameworks (TOGAF or similar)
Experience producing high quality HLDs, LLDs, decision records and other architectural outputs
Strong knowledge of hybrid-cloud environments (Google Cloud Platform, Azure & On-Premises Datacentres)
Strong experience with core infrastructure: Windows Server, Linux, Active Directory / Entra ID, networking fundamentals, storage and virtualisation technologies
Experience with EUC technologies such as: Device management
Virtual desktop environments
Endpoint security, compliance and policy enforcement
Understanding of modern engineering practices, Infrastructure-as-Code, automation pipelines, monitoring and observability
Ability to influence senior stakeholders and help to guide delivery teams

Job Responsibility

Lead the design of robust, secure and scalable end-to-end infrastructure, platform and EUC solutions
Ensure all solutions meet functional and non-functional requirements
Produce high quality architecture artefacts
Provide architectural governance and alignment across infrastructure, platforms, cloud and EUC domains
Identify opportunities to modernise, rationalise and simplify legacy platforms and EUC services
Partner with the Lead Solution Architect and Enterprise Architects to evolve domain strategies for infrastructure, hybrid cloud and EUC modernisation
Proactively manage architectural risks, technical debt, dependencies and constraints across infrastructure and EUC environments
Collaborate closely with delivery teams to ensure architecture intent is delivered effectively and efficiently
Contribute to and maintain the architecture repository and patterns

What we offer

Everyone receives 33 days holiday (including bank holidays) when they join us, increasing the longer you stay with us, up to a maximum of 38 days (including bank holidays)
You also have the option to buy or sell up to an additional five days of annual leave
Eligible for up to £3,600 of free shares each year after one year of service
Financial & Mortgage Advice
24-Hour Ecare
Cycle to Work Scheme
Annual Holiday Allowance
Flexible Working
Simply Health
Private Health Cover

Fulltime

New

Senior Pricing Analyst

An exciting opportunity has arisen to join Veygo, part of Admiral Pioneer, as a ...

Location

United Kingdom , Cardiff

Salary:

Not provided

Admiral Group Plc

Expiration Date

Until further notice

Requirements

2+ years of experience in a General Insurance or Financial Services Pricing department, or a strong background in data and analytics
Solid understanding of pricing methodologies and insurance data analytics
Proficiency in analytical tools such as SAS, SQL, or similar
Strong communication skills, with the ability to present confidently to a range of stakeholders
Proactive and self-motivated, with a drive to move projects forward
Comfortable working in a dynamic, fast-paced environment that values innovation

Job Responsibility

Develop and implement innovative pricing strategies that drive profitability, competitiveness, and customer value
Translate complex data into actionable insights, identifying trends and opportunities to inform strategic decisions
Support the technical rollout, testing, and validation of pricing changes
Create impactful reports and dashboards to monitor performance and guide business actions
Partner with cross-functional teams and effectively communicate insights to influence decision-making
Monitor industry trends, competitor activity, and market developments to ensure pricing remains competitive and compliant
Take ownership of projects and develop leadership capabilities with opportunities for progression

What we offer

Attractive salary, bonus opportunities, and comprehensive benefits
Up to £3,600 of free shares each year after one year of service
33 days holiday (including bank holidays) when they join us, increasing the longer you stay with us, up to a maximum of 38 days (including bank holidays)
Option to buy or sell up to an additional five days of annual leave
Financial & Mortgage Advice
24-Hour Ecare
Cycle to Work Scheme
Flexible Working
Simply Health
Private Health Cover

Fulltime

Assistant Manager, Private Wealth Accounting

ACCA

Location:
Mauritius, Port Louis

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
December 14, 2025

Expiration:
January 11, 2026

Looking for more opportunities? Search for other job offers that match your skills and interests.

Similar Jobs for Assistant Manager, Private Wealth Accounting

IPB Assistant Relationship Manager

Business Risk and Controls Officer

Trust & Tax Assistant

Equity Specialist

Senior Product Manager

Domain Lead - Google Platform Team

Solution Architect - Infrastructure

Senior Pricing Analyst

Assistant Manager, Private Wealth Accounting

ACCA

Location:Mauritius, Port Louis

Category:Finance

Contract Type:Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:December 14, 2025

Expiration:January 11, 2026

Looking for more opportunities? Search for other job offers that match your skills and interests.

Similar Jobs for Assistant Manager, Private Wealth Accounting

IPB Assistant Relationship Manager

Business Risk and Controls Officer

Trust & Tax Assistant

Equity Specialist

Senior Product Manager

Domain Lead - Google Platform Team

Solution Architect - Infrastructure

Senior Pricing Analyst

Location:
Mauritius, Port Louis

Category:
Finance

Contract Type:
Not provided

Job Posted:
December 14, 2025

Expiration:
January 11, 2026