Wealth Business Engagement Manager Job at Brewin Dolphin (London)

Senior VP - Business Risk & Controls - Wealth Management Sales Advisory

Individuals in Assessment & design are responsible for developing, designing, an...

Location

United Arab Emirates , Dubai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

10+ years of experience in operational risk management, compliance, audit, or other control-related functions in the financial services industry
Ability to identify, measure, and manage key risks and controls
Track record leading Control related projects and programs
Ability to see the big pictures with high attention to critical details
Develop and implement strategy and process improvement initiatives
Comprehensive knowledge of Citi’s businesses and functions and their risk profiles
Developing new ideas and improving current processes to proactively mitigate risks
Requires an ability to provide challenge and make recommendation for risk and controls remediation
Expert knowledge in the development and execution for controls
Proven experience in control related functions in the financial industry

Job Responsibility

Provides leadership and direction through a large team of professionals and/or junior managers
Provide leadership to drive optimization and efficiencies in projects
Assist management in guiding and influencing decisions that conform to business objectives
Manage the design, development, and implementation of Citi's comprehensive controls program
Assess the effectiveness of existing controls, identifying areas for improvement, and executing necessary changes
Continually manage controls enhancements geared towards increasing efficiency and reducing risk
Regularly assess the business/function risk appetite in line with changes in the business environment, regulatory requirements, and strategic objectives
Work closely with key stakeholders and process owners to drive management decisions aimed at maintaining operations within the firm’s Risk Appetite
Collaborate with key stakeholders to assess potential risks, develop risk mitigation activities, and define the acceptable level of risk across various areas of operation
Drive execution of Enterprise Risk Management Framework and adherence with Risk Mgmt. / Compliance Policies

Fulltime

Engagement manager

As an Engagement Manager with GlideFast Consulting, you will be accountable for ...

Location

United Kingdom

Salary:

Not provided

GlideFast

Expiration Date

Until further notice

Requirements

2+ years’ in a consulting position, managing professional service engagements
2+years’ working experience leading implementations of (2) or more ServiceNow Mainline Application(s) (ITSM, ITBM, CSM, HR, ITOM, or other additional products) required
Working experience with Agile required
Working proficiency of ITIL required
Experience with one or more project management software suites: MSProject, JIRA, ServiceNow PPM. Experience with ServiceNow PPM preferred.
Experience as scrum master
Experience providing effective, regular client project status reports
Self-motivated, disciplined professional able to function as a true business leader with a record of accomplishment in managing multiple complex tasks
Uphold excellent time management and organizational skills with an aptitude toward creative problem-solving.
High proficiency with English language: written, reporting, verbal/oral communication skills

Job Responsibility

Develop and manage relations with key client stakeholders
Partner with clients to provide best practice solutions in order to meet their business objectives
Provide oversight and management of scope, time and schedule on assigned projects
Manage projects using the GlideFast Engagement Methodology based on the ServiceNow Adaptive Implementation Methodology (SAIF)
Develop Work Breakdown Structures and full project plans using MS Project or other project management tools
Ensure PPM is updated on a regular basis with project state, completeness, risks and issues
Ensure weekly status updates are communicated to clients and management
Update resource plans on a regular basis as directed by management
Ensure project collateral is delivered to clients in a timely manner and centrally stored.
Collaborate with solution consultants, business process consultants, and developers to deliver solutions to the client

Citigold Relationship Banker

The Citigold Client Advisor is a trusted partner to emerging affluent and high-n...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6+ years of experience in wealth management or a related field, serving affluent and high-net-worth clients in Singapore
Strong local market knowledge and experience advising clients with wealth, retirement and legacy planning needs
Demonstrated success in business development, client acquisition, and relationship deepening
Robust understanding of investment products, wealth strategies, and financial planning tools
Excellent interpersonal, analytical, and communication skills
Ability to work both independently and as part of a collaborative team
Mandatory certifications required for advising on financial products in Singapore
Willingness to travel locally for client engagement when necessary

Job Responsibility

Design and implement tailored financial strategies that include investment management, retirement planning, legacy and estate planning, tax optimization, and risk mitigation
Cultivate deep, long-term relationships with emerging affluent and high-net-worth individuals
Serve as their primary advisor by understanding life goals, financial needs, and generational aspirations
Drive portfolio expansion through proactive prospecting, referrals, and leveraging Citi’s global platform
Conduct regular reviews to ensure client strategies evolve with changing needs
Partner with internal specialists to deliver integrated, end-to-end financial solutions
Stay current with market trends, investment opportunities, and regulatory changes
Translate insights into actionable advice that supports clients’ wealth goals
Organize exclusive client events to enhance engagement and deliver valuable market perspectives
Ensure full compliance with KYC/AML, regulatory, and internal policies

What we offer

Extensive on-the-job training and exposure to senior leaders
Volunteerism opportunities
Global network support

Fulltime

Citigold Client Advisor

The Citigold Client Advisor is a trusted partner to emerging affluent and high-n...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6+ years of experience in wealth management or a related field, serving affluent and high-net-worth clients in Singapore
Strong local market knowledge and experience advising clients with wealth, retirement and legacy planning needs
Demonstrated success in business development, client acquisition, and relationship deepening
Robust understanding of investment products, wealth strategies, and financial planning tools
Excellent interpersonal, analytical, and communication skills
Ability to work both independently and as part of a collaborative team
Mandatory certifications required for advising on financial products in Singapore
Willingness to travel locally for client engagement when necessary
Bachelor’s degree from an accredited institution

Job Responsibility

Design and implement tailored financial strategies that include investment management, retirement planning, legacy and estate planning, tax optimization, and risk mitigation
Cultivate deep, long-term relationships with emerging affluent and high-net-worth individuals
Serve as their primary advisor by understanding life goals, financial needs, and generational aspirations
Drive portfolio expansion through proactive prospecting, referrals, and leveraging Citi’s global platform
Conduct regular reviews to ensure client strategies evolve with changing needs
Partner with internal specialists to deliver integrated, end-to-end financial solutions
Stay current with market trends, investment opportunities, and regulatory changes
Translate insights into actionable advice that supports clients’ wealth goals
Organize exclusive client events to enhance engagement and deliver valuable market perspectives
Ensure full compliance with KYC/AML, regulatory, and internal policies

What we offer

Extensive on-the-job training and exposure to senior leaders
More traditional learning
Opportunity to give back and make a positive impact through volunteerism

Fulltime

Product Manager

The ideal candidate brings at least 4–6 years of experience in the Asset Managem...

Location

Italy , Milan

Salary:

Not provided

Aegis FSI

Expiration Date

Until further notice

Requirements

Master degree in business, legal, economics, finance, or a related subject
Fluency in English
Strong project management capabilities, with efficient product implementation, excellent organization, and attention to detail
Effective stakeholder management, able to work with multicultural counterparts and credibly engage with senior management
Excellent written and verbal communication skills, with a proactive, adaptable, and problem-solving mindset
Ability to quickly assimilate and interpret information to deliver clear and sound analysis
Team-oriented attitude, with the ability to build strong internal relationships and identify new opportunities

Job Responsibility

Manage and optimize cross-border and local fund ranges (UCITS and non-UCITS), ensuring products remain aligned with client needs and strategic objectives
Develop and implement proposals to enhance the product offering, including amendments, mergers, and rationalizations
Coordinate and ensure the timely delivery of product initiatives, working closely with internal teams and maintaining high responsiveness
Contribute to market intelligence by monitoring industry trends, conducting competitor and peer analyses, and identifying areas for innovation
Assess, coordinate, and implement product changes driven by regulatory and external developments (e.g., SFDR, PRIIPs, UCITS V, MiFID II)
Prepare and present comprehensive feasibility analyses to internal product committees
Lead recurring product-related projects and support ad-hoc requests from internal stakeholders
Uphold strong product governance by preparing committee documentation and providing consistent updates across the organization
Support continuous process improvement and offer technical expertise for product-related queries from various business functions

Senior Vice President, Digital Wealth Platforms

The Senior Vice President, Digital Project Management is a strategic professiona...

Location

Hong Kong , Kowloon

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Bachelor’s/University degree, Master’s degree preferred
Solid relevant experience with exposure in control, compliance, audit/risk management or relevant experience
Strong strategic, analytical, and problem-solving skills with attention to details
Good understanding of operational risk and control processes and procedures
Good understanding of various digital and customer engagement channels
Strong interpersonal & communication skills
Ability to work independently, interface and execute with a sense of urgency and deliver tasks effectively
Broad and in-depth knowledge in Consumer Banking and Wealth Management business related products, services, and activities
Good knowledge of the related regulations, policies, and standards

Job Responsibility

Develop and execute the strategic plan for digital banking product and services with focus on Wealth Management, aligning with the business goals and objectives
Champion a client centric approach, ensuring that the digital propositions exceed client expectations
Stay informed about industry trends, emerging technologies, and competitor strategies to maintain a competitive edge
Oversee the design and execution of the digital roadmap planned
Build and maintain strong relationships with key internal and external stakeholders, including regulatory bodies and FinTech’s
Serve as a thought leader and advocate for digital banking within the industry
Ensure all projects and activities comply with relevant policies and regulations
Lead Cross-functional teams to drive innovation and enhance digital platforms
Encourage collaboration across departments to achieve strategic objectives
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

What we offer

Expanded Paid Parental Leave Policy
Programs to help employees balance their work and life, including generous paid time off packages
Resources to manage financial well-being and plan for the future

Fulltime

Senior Administrator - Intermediaries Office

We have an exciting opportunity to join our Intermediaries Office in our Newcast...

Location

United Kingdom , Newcastle Upon Tyne

Salary:

Not provided

Brewin Dolphin

Expiration Date

January 19, 2026

Requirements

Experience working in investment management, asset management, private wealth or a bank with proficient skills pertaining to Client Due Diligence
Front Office Operations knowledge
Experience working in Investment Management, Asset Management, Private Wealth or a bank
Knowledge of Investment and Fund Management
An understanding of technical subject matter
Strong verbal and written communication skills
Numerate and able to define MI fit for purpose

Job Responsibility

Ensure Intermediaries Office team provide good client outcomes, delivering against expectations and keeping all stakeholders updated
Run the monthly rebalancing process to a successful completion
Ensure that all mailboxes are being monitored and actively engaged, whether its external communications from vendors and platforms or internal from the Intermediaries Business
Operate in a culture of continuous improvement within the team
Regular engagement and stakeholder management with business partners / teams to identify and deliver programmes of work including written updates such as monthly management meeting packs
Arrange the smooth onboarding of Intermediary Firms in accordance with the Client Due Diligence Standards and within SLA’s ensuring compliance with regulatory requirements, including Anti-Money Laundering regulations
Representing the Intermediaries Business in various Business governance meetings and business forums, as and when required
Representing Intermediaries in change projects / working groups and business implementation readiness groups / forums
Regular engagement/ stakeholder management with business partners / teams, such as IT, Change, Finance, Marketing, Business Management, Operations and others to identify, direct and deliver programmes of work including written updates such as monthly management meeting packs

What we offer

Leaders who support your development through coaching and managing opportunities
Opportunities to work with the best in the field
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
Flexible working options fully supported

Fulltime

Senior Vice President, Head of Content Commercialization

The Senior Vice President, Head of Content Commercialization will play a critica...

Location

Hong Kong SAR , Kowloon

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Finance, Business, Marketing, or a related field
MBA or other relevant advanced degree preferred
Minimum 10+ years of experience in wealth management, digital marketing, or content strategy, with a proven track record of driving commercial results
Strong understanding of financial markets, investment products, and wealth management concepts
Expertise in content marketing, digital channel management, lead generation, and sales conversion strategies
Excellent communication, presentation, and interpersonal skills, with the ability to effectively communicate complex information to diverse audiences
Strong analytical and problem-solving skills, with the ability to interpret data and make data-driven decisions
Proficiency in relevant software and tools, e.g., content management systems, analytics platforms, CRM systems, marketing automation tools
Fluency in English and Cantonese (Mandarin is a plus).

Job Responsibility

Develop and implement a comprehensive content strategy focused on driving commercial outcomes, including increased client engagement, lead generation, and ultimately, transactions and portfolio conversations
Develop and execute a data-driven personalization strategy to deliver targeted content recommendations and tailored experiences that resonate with individual clients
Oversee the distribution of content across all relevant digital channels (e.g., Citi Mobile App, website, email, social media) to maximize reach and engagement
Implement strategies to capture leads from content engagement and nurture them through the sales funnel, leading to increased transactions and portfolio conversations
Track key performance indicators (KPIs) related to content engagement, lead generation, conversion rates, and revenue growth
Analyze data to identify trends, optimize content performance, and refine commercialization strategies
Work closely with the CIO Office, third-party content providers, Investment Advisory, Marketing, Data, Product, Compliance, Legal and Technology teams to ensure seamless content flow and alignment with business objectives
Ensure all content and communication activities comply with relevant Citi policies, industry regulations, and legal requirements
Include responsibilities for managing a team, such as mentoring, coaching, and performance management.

What we offer

Paid parental leave policy
Generous paid time off packages
Resources to manage financial well-being and plan for the future
Variety of programs to help balance work and life.

Fulltime

Wealth Business Engagement Manager

Brewin Dolphin

Location:
United Kingdom , London ▼
Manchester
Edinburgh
Leeds
Newcastle upon Tyne

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
January 13, 2026

Expiration:
January 26, 2026

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