Sales Specialist - Financial Institutions

London, London S&P Global

Posted 3 days ago

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**About the Role:**
**Grade Level (for internal use):**
10
**Sales Specialist - Financial Institutions (DACH Region)**
**About the Role:**
Join our elite Financial Institutions sales team at S&P Global as a Sales Specialist, where you'll drive business growth and foster client relationships across key segments including Banks, Insurance, Private Equity, and Investment Management. This role combines strategic sales expertise with modern sales technology to deliver exceptional client value, with a primary focus on the DACH region.
**Key Responsibilities:**
+ Execute targeted business development campaigns for Capital IQ products, including Desktop, Feeds, and Sustainability solutions in the DACH region.
+ Develop and implement strategic account plans with the account team for named accounts within the German-speaking Financial Institutions sector.
+ Identify and capitalize on market opportunities to expand S&P Global's footprint in the DACH financial markets.
+ Build and maintain strong relationships with key decision-makers across DACH-based client organizations.
+ Provide consultative solutions that align with clients' business objectives.
+ Leverage SalesLoft and other sales technologies to optimize client outreach and engagement.
+ Maintain accurate pipeline data and forecast information in CRM systems.
+ Drive portfolio expansion through strategic upsell and cross-sell initiatives within the DACH market.
+ Identify and develop new revenue streams within existing DACH accounts.
**Required Qualifications:**
+ 5+ years of successful sales experience in the Buy-side or Sell-Side.
+ Proven track record of meeting or exceeding sales targets.
+ Native/Business fluent German required, with excellent English skills.
+ Bachelor's degree in Business, Finance, or related field.
+ Experience in DACH market financial services industry.
+ Experience selling Desktop/Terminal, Datafeeds, and Sustainability solutions to the Buy-side and Sell-side.
**Essential Skills & Competencies:**
+ Strong hunting mentality and ability to build business from scratch.
+ Demonstrated experience with MEDDICC or other similar sales methodologies.
+ Deep understanding of DACH region financial markets and institutional client needs.
+ Excellence in prospecting and new business development.
+ Proficiency in modern sales technologies (SalesLoft, CRM systems).
+ Outstanding presentation and communication skills in both German and English.
+ Proven ability to manage complex, multi-stakeholder sales cycles.
+ Strategic thinking and analytical problem-solving capabilities.
+ Strong cultural understanding of German-speaking business environment.
**About S&P Global Market Intelligence**
At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.
For more information, visit .
**What's In It For** **You?**
**Our Purpose:**
Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology-the right combination can unlock possibility and change the world.
Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening possibilities. We Accelerate Progress.
**Our People:**
We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.
From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We're constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference.
**Our Values:**
**Integrity, Discovery, Partnership**
At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of **integrity** in all we do, bring a spirit of **discovery** to our work, and collaborate in close **partnership** with each other and our customers to achieve shared goals.
**Benefits:**
We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global.
Our benefits include:
+ Health & Wellness: Health care coverage designed for the mind and body.
+ Flexible Downtime: Generous time off helps keep you energized for your time on.
+ Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
+ Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
+ Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
+ Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference.
For more information on benefits by country visit: Hiring and Opportunity at S&P Global:**
At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.
---
**Equal Opportunity Employer**
S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.
If you need an accommodation during the application process due to a disability, please send an email to:? ?and your request will be forwarded to the appropriate person?
**US Candidates Only:** The EEO is the Law Poster ? describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - - Sales (EEO-2 Job Categories-United States of America), SLSOUS402.1 - Middle Professional Tier I-Ou Sales (EEO Job Group)
**Job ID:** 313093
**Posted On:** 2025-05-26
**Location:** London, United Kingdom
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Senior Associate Underwriter - Financial Institutions

London, London Travelers Insurance Company

Posted 3 days ago

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Job Description

**Who Are We?**
Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
**Job Category**
Underwriting
**Target Openings**
1
**What Is the Opportunity?**
We are looking for a Senior Associate Underwriter with some prior Financial Institutions experience to join our team in London.
In this role you will be responsible for producing and underwriting new and renewal business, assisting the wider underwriting team, making sound underwriting decisions through the life cycle of the policy. You will provide support in consistently achieving financial plan (premium, loss ratio, retention, commissions, pricing, new business, and expense management) through superior service, business retention and responsiveness to new business submissions; interacting and collaborating with the team, Regional Underwriting Offices, Market Segment Colleagues and other critical internal/external business associates; underwriting, service, and sales.
Travelers Europe currently offers flexibility to employees who wish to work on a hybrid basis in accordance with our Hybrid Work Arrangements Policy. This entails full time employees working three days a week in the office and two days at home (or pro rata for part-time employees). This policy may be changed at the Company's discretion.
**What Will You Do?**
+ Underwrite and assess risk to maximise business growth and profitability for allocated book of business. Make appropriate decisions within own underwriting authority in addition to considered, intelligent and complete recommendations to technical underwriting/business leadership.
+ On pre-agreed accounts, actively participates and supports Development Underwriters in new business, renewal and mid-term alteration underwriting activities that support underwriting decisions, consistent with business growth and profit.
+ Provide leadership and coaching, as appropriate, for Associate Underwriter to help with their development and ensure that their roles and responsibilities are delivered.
+ Identify and capture new business opportunities and effectively cross sell Bond & Specialty and Business Insurance products.
+ Accountable for accurate underwriting documentation/ information in account management systems and adherence to documentation standards.
+ Understand, embrace, and execute Travelers' underwriting strategies and principles to produce budgeted results.
+ Establish and maintain collaborative relationships with colleagues in other parts of the organisation, including Head Office, Risk Control, Distribution, Claims, Actuarial, etc. as needed.
+ Actively engage and seek out training opportunities to further develop underwriting and sales expertise.
+ Develop and leverage productive relationships through broker visibility and a disciplined sales management approach (e.g. planning and follow-up for broker and end customer interaction, visits and meetings) all in support of business objectives. Activity may be guided by the Development Underwriter.
+ Working with Distribution, effectively assist in the development, documentation and execution of sales plans with emphasis on increasing marketing and sales activities outside the office. Work tactically with brokers to ensure they have an appropriate level of understanding of Travelers goals and objectives.
+ Actively participate in regularly scheduled sales and underwriting meetings.
+ Work effectively as a productive and supportive team member in conjunction with more senior team members, supporting business unit and company objectives.
+ Demonstrate superior customer service standards (consistency, quick response, knowledge of products) to meet Travelers' service standards.
+ Perform other duties as assigned.
**What Will Our Ideal Candidate Have?**
+ University degree preferred.
+ Working knowledge of the local insurance marketplace.
+ Demonstrates an ability and desire to learn about the enterprise and business unit critical business issues and financial drivers.
+ General knowledge of organisational and regulatory rules, policies and procedures and effectively employs that knowledge in day-to-day work activities.
+ Basic knowledge of internal and external factors that impact the Lloyds Market preferred.
+ Basic Product/Technical proficiency commensurate to his/her underwriting authority.
+ Demonstrates basic ability in the areas of customer focus and positive broker interaction.
+ Basic analytical thinking/financial acumen.
+ Identifies current or future problems or opportunities, analyses, synthesises and compares information to understand issues, identifies cause/effect relationships, and explores alternatives to support sound decision making.
+ Utilises understanding of finance and accounting principles to identify the impact of responsible underwriting decisions on the overall profitability of the business.
+ Intermediate relationship management.
+ Seeks out, builds, fosters and maintains productive relationships or alliances to meet goals and achieve objectives.
+ Chartered Insurance Institute (CII) Certification preferred.
**What is a Must Have?**
+ Previous experience of underwriting in financial institutions required.
**What Is in It for You?**
+ **Private Medical Insuran** **ce:** On commencement of employment, you are eligible for single cover provided by Travelers, with the option to add cover for your dependents, at your expense through payroll deduction.
+ **Retirement:** Travelers will make a core contribution of a percentage of salary to your Pension Plan. Additionally, if you decide to contribute to the plan, you will receive an increased company contribution.
+ **Holiday Entitlement:** Start your career at Travelers with a minimum of 25 days holiday entitlement annually, plus the opportunity to purchase additional days to allow for up to a total of 35 holidays per year.
+ **Wellness Programme:** The Travelers wellness programme is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health programme provides access to free professional counseling services and other resources that support your daily life needs.
+ **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards programme that enables you to give back to the charity of your choice.
**Employment Practices**
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email ( ) so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit .
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Vice President, Sponsor Coverage - Financial Institutions

London, London MUFG

Posted 3 days ago

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**Do you want your voice heard and your actions to count?**
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
**OVERVIEW OF THE DEPARTMENT/SECTION**
The GCIB Financial Institutions (FI) Coverage Team is the coverage team for FIs in EMEA. As part of the EMEA FI Strategy, the FI Sponsor Coverage Team was established to focus on fund-level products for global Financial Sponsors, especially fund financing (including subscription facilities, ABLs, NAV and EBLs) and hedging (FX and rates and commodities) and to support the growth of asset level financing by the relevant product teams.
Coverage of PE Sponsors and the PE strategies of the global asset managers is managed by a separate team within FI Coverage who this team works very closely with this team. The FI Sponsor Coverage team has responsibility for expanding business with relevant Financial Sponsors by collaborating with various stakeholders not only from the Bank but also MUFG Securities and MUFG Trust Bank (Trust Bank), the two other pillars within the broader MUFG Group.
**MAIN PURPOSE OF THE ROLE**
This role will form an integral part of the FI Sponsor Coverage Team for Financial Sponsors/Alternative Asset Managers, with a view to achieving high quality revenue growth and product cross sell from this client base in order to deliver on one of the key pillars of the EMEA FI Strategy.
**Bank Entity:**
Relationship coverage of key Financial Sponsor clients in EMEA, working to co-ordinate across fund and investment asset level products to maximise strategic relationship value for the Bank. Originate new business within the Sponsor client set and manage the existing portfolio of relationships for ongoing requirements. This role will have a specific focus on Infrastructure and Credit dedicated funds or the Infrastructure and Credit strategies of the global multi strategy asset managers.
Support development of an end-to-end fund level product strategy for Sponsor clients as well as specifically drive asset level business with Infrastructure Funds working closely with Project Finance.
**Securities Entity:**
As above, including support development of end-to-end fund level client strategy for applicable Securities products for Financial Sponsors such as NAV lending and ABLs.
**KEY RESPONSIBILITIES**
**Bank entity**
+ Manage relationships with Financial Sponsors (particularly Infrastructure and Credit) clients, including identification of new business opportunities and ongoing day-to-day relationship requirements.
+ Self-confident with the ability to lead client meetings and arrange follow-ups with key product stakeholders
+ Produce account plans for key sponsor clients, working with senior coverage and product partners to determine relationship strategy and communicate to all stakeholders
+ Work with key product teams, particularly Project Finance, Fund Finance and Markets (FX and rates), to support the origination of new transactions and support all client related activities such as KYC.
+ Identify and understand client needs in order to develop client strategies for new product solutions. This includes working closely with the Global Structured Solutions (GSS) team to identify key target clients for NAV, ABLs, structured repos and other fund-level products.
+ Collaborate with internal stakeholders to ensure appropriate engagement and support to develop, secure and maximise multi-product, multi-jurisdiction relationships with Financial Sponsors
+ Analyse industry and financial drivers to ensure new and existing business has an appropriate risk profile, including working closely with credit risk colleagues
+ Maintain and develop a knowledge base of regulatory issues and industry developments relating to Financial Sponsor clients. Deliver thought leadership and insights to internal stakeholders and clients.
+ Build relationships throughout MUFG to establish a peer network, gather relevant information and help to ensure effective inter-departmental and cross-regional collaboration.
+ Provide guidance and review work of more junior colleagues to ensure accuracy and timeliness. Help to build deeper industry and product knowledge across the team
**Securities entity (as required)**
+ As outlined above. Particular focus on working closely with GSS (Global Structured Solutions) team to develop client strategy and originate new business utilising new products, such as NAV.
**WORK EXPERIENCE**
Essential:
+ Minimum 3-5 year track record of managing relationships, ideally Financial Sponsors/Funds or other Non-bank Financial Institutions, including experience originating or executing related products, ideally fund level finance or global markets transactions
+ Experience in Project Finance or Infrastructure and/or Credit Sponsors desirable
**SKILLS AND EXPERIENCE**
**Functional / Technical Competencies:**
+ Proven experience and interest in the alternative asset management sector, including related products
+ Commercial acumen, pitching and negotiation skills
+ Interpersonal and networking skills and the ability to work in a diverse team environment
+ Knowledge and skill working with Microsoft PowerPoint and Microsoft Excel.
+ Fluency in French (and other European languages) desirable but not essential
**Education / Qualifications:**
+ Bachelors Degree in Finance, Economics / related discipline, or equivalent qualifications. Masters Degree or CFA qualification desirable.
**PERSONAL REQUIREMENTS**
+ Excellent communication skills
+ Results driven, with a strong sense of accountability
+ A proactive, motivated approach.
+ The ability to operate with urgency and prioritise work accordingly
+ Strong decision making skills, the ability to demonstrate sound judgement
+ A structured and logical approach to work
+ Strong problem solving skills
+ A creative and innovative approach to work
+ Excellent interpersonal skills
+ The ability to manage large workloads and tight deadlines
+ Excellent attention to detail and accuracy
+ A calm approach, with the ability to perform well in a pressurised environment
+ Strong numerical skills
+ Excellent Microsoft Office skills
We are open to considering flexible working requests in line with organisational requirements.
MUFG is committed to embracing diversity and building an inclusive culture where all employees are valued, respected and their opinions count. We support the principles of equality, diversity and inclusion in recruitment and employment, and oppose all forms of discrimination on the grounds of age, sex, gender, sexual orientation, disability, pregnancy and maternity, race, gender reassignment, religion or belief and marriage or civil partnership.
We make our recruitment decisions in a non-discriminatory manner in accordance with our commitment to identifying the right skills for the right role and our obligations under the law.
At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them!
**Our Culture Principles**
+ Client Centric
+ People Focused
+ Listen Up. Speak Up.
+ Innovate & Simplify
+ Own & Execute
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Credit Risk Analyst/Associate - Financial Institutions, GCIB Credit

London, London Bank of America

Posted 1 day ago

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Credit Risk Analyst/Associate - Financial Institutions, GCIB Credit
London, United Kingdom
**To proceed with your application, you must be at least 18 years of age.**
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**Job Title:** Credit Risk Analyst/Associate - Insurance & Diversified Financials
**Corporate Title:** Analyst or Associate
**Location:** London
**Company Overview**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
**Location Overview**
Our London office is based just a stone's throw from the magnificent St. Paul's Cathedral on bustling King Edward Street. Here you'll find modern workspaces and a state-of-the-art auditorium space. In addition, we're proud to host an onsite restaurant that shares our commitment to sustainability by providing delicious seasonal menus which have been created with the planet in mind. Make sure to take time for yourself and head up to our rooftop terrace and take in the spectacular views across London. Finally, your physical wellness is well-catered for with our onsite gym facilities and medical centre.
**Introduction / Overview Role Description:**
+ This role sits within the Financial Institutions (FI) Credit team of Global Corporate and Investment Banking (GCIB) Credit, which is responsible for analysis and delivering credit underwriting debt financing solutions and derivative strategies in Europe, Middle East and Africa (EMEA). The FI team (Banks + Non-Bank FI) covers Bank, Sovereign, Supranational and Broker-Dealer, Insurance and Asset Management client segments in region
+ The role will capture all aspects of effective credit management for Bank, Sovereign, Supranational and Broker-Dealer client segments, including ownership of accurate internal risk ratings, credit exposure monitoring within established limit, tenor and documentation parameters, together with risk assessment, transaction structuring and deal execution.
+ This is a high-volume and fast-moving portfolio that utilises a risk-based approach to drive revenue while maintaining appropriate credit risk disciplines to balance risk, productivity, and maximising efficiency.
+ Partnering with teams globally, including Corporate and Investment Banking, Sales & Trading, and Global Product Solutions to drive revenue growth while maintaining appropriate risk discipline specific to the FI credit portfolio. The team also engages closely with, but independently of Risk partners, Legal, Operations, Compliance and other areas of the Bank.
**Responsibilities:**
+ Perform financial and credit analysis, ensuring adherence to prevailing credit policy and procedures.
+ Monitor and manage all elements of the bank credit exposure to its clients across its international network, including reassessing internally assigned risk ratings over the client's credit life cycle.
+ Develop and maintain a deep understanding of the product spectrum and the portfolio at the client, industry, and macro level to assess risk and craft value added solutions that balance risk.
+ Associates participate in the structuring, underwriting and documentation of credit facilities designed to meet both client and investor needs as well as balance the banks internal risk/return requirements.
+ Assess the credit worthiness, perform intensive qualitative and quantitative due diligence on industry and company factors and establish appropriate terms and conditions to mitigate risk.
+ Develop, maintain, and manage internal relationships with business partners including Corporate and Investment Bankers, Sales & Trading, Risk Management, Syndications, and Legal.
+ Research, write and present financial and industry analyses in support of company specific and portfolio level decisions.
+ Participate in strategic projects to support business goals.
**What we are looking for:**
+ BA/BSc degree required, supported by a keen interest in finance, macroeconomic and geopolitical issues.
+ Relevant prior experience in financial services, preferably roles within credit risk management, where you have demonstrated an ability to identify, assess, monitor, control and mitigate credit risk to FI clients
+ Risk judgment and broader risk awareness and understanding of the wider business, market and regulatory environment in which BofA operates, and how this impacts client and portfolio's credit profile and ability to defend rigorously a fact-based point of view.
+ Sound product/technical and process knowledge across lending and derivative (FX, rates, commodities and equities) products.
+ Ability to quickly absorb and follow internal credit policies and procedures; demonstrated ability to continuously learn and adapt with a proactive work ethic.
+ Strong team player & organizational skills with ability to prioritize and work under pressure to meet deadlines.
+ Effective interpersonal and written and verbal communication skills both written and verbal with ability to be concise and with attention to accuracy and detail.
**Benefits of working at Bank of America**
**UK**
+ Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner
+ Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons
+ 20 days of back-up childcare including access to school holiday clubs and 20 days of back-up adult care per annum
+ The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness etc.
+ Access to an emotional wellbeing helpline, mental health first aiders and virtual GP services.
+ Access to an Employee Assistance Program for confidential support and help for everyday matters
+ Ability to donate to charities of your choice directly through payroll and the bank will match your contribution
+ Opportunity to access our Arts & Culture corporate membership program and receive discounted entry to some of the UK's most iconic cultural institutions and exhibitions.
+ Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local community.
**Bank of America**
Good conduct and sound judgment is crucial to our long term success. It's important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well.
We are an equal opportunities employer and ensure that no applicant is subject to less favourable treatment on the grounds of sex, gender identity or gender reassignment, marital or civil partner status, race, religion or belief, colour, nationality, ethnic or national origins, age, sexual orientation, pregnancy or maternity, socio-economic background, responsibility for dependants or physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience.
We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
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Vice President, Financial Institutions Group - EMEA Banks Coverage

London, London Wells Fargo

Posted 3 days ago

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**About this role:**
Wells Fargo is seeking a strong candidate for building, maintaining, and growing relationships with Financial Institutions Group (EMEA Banks Coverage)-
**In this role, you will:**
+ Lead complex initiatives including those that are cross functional with broad impact and act as key participant in relationship management and business development for Corporate Banking functional area
+ Responsible for developing and enhancing the relationship with a focused list of 'inbound' Multinational Financial Institutions
+ Strive to broaden and deepen customer relationships by providing integrated, end to end financial solutions to our customers across multiple product platforms
+ Originate, structure and execute the largest most complex transactions related to investment banking, traditional corporate lending or their credit related products
+ Demonstrate a strategic and consultative approach with client
+ Identify opportunities and organize the right internal partners and team to form the relationship team
+ Strategically collaborate and consult with peers and managers to resolve issues and achieve goals
+ Lead projects, teams, or serve as a peer mentor
**Required Qualifications:**
+ Experience in Corporate & Investment Banking Relationship Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
+ Corporate finance, capital markets or markets experience.
+ Bachelor's degree in a relevant discipline
+ A proven track record of originating new business
+ Solid knowledge of Banking (Capital Markets, Corporate Finance, Payments and Trade Finance) and Markets (IRS, FX, ABS, Commodities and Equities) products
+ Strong leadership skills
+ Strong credit structuring/documentation skills
+ Team player with strong communication and interpersonal skills
**Posting End Date:**
24 Jul 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-470571
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Executive Search Associate - Work with the top Financial Institutions!

EC4V 5AR London Liverpool Street, London Rule Recruitment

Posted today

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entry level

Do You Want to Work with Top Financial Institutions Like Goldman Sachs?Are you ambitious, driven, and ready to succeed?Do you feel like your hard work hasnt been properly rewarded?


This is your opportunity to join a leading global financial services executive search firm, specialisingin placing high-level talent such as VPs, CEOs, and Directors into some of the worlds most prestigiousfinancial inst.

















WHJS1_UKTJ

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ICM In-Business Quality Assurance Financial Institutions Credit Risk - Underwriting - SVP

London, London Citigroup

Posted 3 days ago

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Job Description

**ICM In-Business Quality Assurance Financial Institutions Credit Risk - Underwriting - SVP**
Individuals in Quality Assurance are responsible for the assessment of outcomes from activities and processes against conformance with applicable requirements to strengthen risk management quality such as quality testing performed for business function quality control and transformation lead quality control post completion of an activity/process. This includes the development and execution of Monitoring and Testing for controls, such as control design assessment, design of operational effectiveness for monitoring & testing tools, monitoring/testing design assessment, and execution of monitoring/testing tools to assess the effectiveness of key controls designed to address defined risks.
**Responsibilities** :
+ Responsible for specialised Quality Assurance Reviews with focus on Counterparty Credit Risk / Financial Institutions Underwriting.
+ Responsible for the quality, completeness, and accuracy of the implementation of the Control Framework, including Risk Control Policy, Control Standard, Issue Management
+ Lead the assessment of activities and processes as per required Policies, Standards and Procedures to strengthen credit risk management quality.
+ Conduct routine testing of internal activities and processes to ensure adherence to established quality standards and identify areas of risk or non-compliance.
+ Review stakeholder/client feedback and respond to any quality assurance complaints or issues in a timely and efficient manner.
+ Conduct routine testing of internal activities and processes to ensure adherence to established quality standards and identify areas of risk or non-compliance.
+ Integrate stakeholder/client feedback and respond to any quality assurance complaints or issues in a timely and efficient manner.
+ Develop and execute Monitoring and Testing for controls, including control design assessment and design of operational effectiveness for monitoring & testing tools, monitoring/testing design assessment, and execution of monitoring/testing tool.
+ Regularly report on quality control outcomes and control effectiveness to top management and relevant stakeholders.
+ 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 behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of teams and create accountability with those who fail to maintain these standards.
**Qualifications** :
+ Solid understanding of risk management and control frameworks related to Counterparty Credit Risk Management and Underwriting. Preferable skills requirement for the candidate is credit underwriting experience within the financial institutions / funds / hedge funds area.
+ Demonstratable control related function / quality assurance experience, in banking, credit risk management, internal audit, or quality assurance review function at an investment or large commercial bank.
+ Ability to identify, measure, and manage key risks and controls.
+ Ability to see the big pictures with high attention to critical details.
+ Deep knowledge of Wholesale Credit Processes and organizational awareness, covered portfolios, and processes.
+ Proficient knowledge of regulatory guidance specific to quality assurance and monitoring/testing lifecycle.
+ 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.
+ Expert understanding of compliance with laws, rules, regulations, and best practices.
+ Strong leadership, decision-making, and problem-solving skills.
+ Strong analytical skills to evaluate complex risk and control activities and processes.
+ Ability to deliver compelling presentations and influence executive audiences.
+ Strong sense of accountability and ownership, with strong results orientation.
+ Excellent communication skills; ability to engage and inspire across stakeholder groups.
+ Exceptional command in Microsoft Office suite, particularly Excel, PowerPoint, and Word.
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**Job Family Group:**
Controls Governance & Oversight
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**Job Family:**
Quality Assurance, Monitoring & Testing
---
**Time Type:**
Full time
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_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
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Associate Partner - Financial Services

London, London Infosys Consulting - Europe

Posted 32 days ago

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Job Description

Permanent

About Us

Where Innovation meets Excellence.

Be a part of a globally renowned management consulting firm that is on the front-line of industry disruption. We are a mid-size player with a supportive, entrepreneurial spirit that works with a market-leading brand in every sector, while our parent organization Infosys is a top-5 powerhouse IT brand that is outperforming the market and experiencing rapid growth.

Our consulting business is annually recognized as one of the UK’s top firms by the Financial Times and Forbes due to our client innovations, our cultural diversity and dedicated training and career paths we offer to our consultants. We are committed to fostering an inclusive work culture that inspires everyone to deliver their best.

The Team

Our Financial Services and Insurance practice supports some of the largest global firms and most recognizable local brands solve their biggest challenges in today’s age of constant disruption. With diverse services, ranging from strategy and advisory to large scale implementations and change initiates, from business change to operational transformation and leading-edge IT solutions, we help clients shape and achieve their growth agenda for a sustainable future.

Requirements

The Role:

  • Provide leadership and direction to capture and sell transformation solutions and services to the relevant market segment.
  • Accountability for consulting revenues and operating margins for the key account(s) responsible for
  • Assume the role of trusted advisor to clients providing guidance in all matters within relevant market segments.
  • Manage the business opportunities at key accounts to help ensure Infosys Consulting is positioned to capitalise on opportunities by providing high-quality services.
  • Lead efforts to strengthen Infosys Consulting’s position in its largest clients, whilst broadening Infosys Consulting’s presence in its other existing clients.
  • Be responsible for consistent delivery of services, solutions, and products on time and within cost on a best-value basis, and for developing processes that ensure business risks are evaluated, understood and factored into client solutions and services.
  • Coordinate relationship-building activities with appropriate partners, engagement managers, subject-matter professionals, and other Infosys Consulting personnel on the engagement team(s) in an effort to help ensure they are well advised on important matters.
  • Assist with proposal development, focusing on the Infosys Consulting value proposition, key differentiators, and win themes.
  • Provide leadership to subordinate managers, taking an active role in guiding their professional growth and development, through coaching, counselling, performance development and mentoring.
  • Highly commercial individual, commanding a presence with senior executives both internally and externally with ambition to exceed targets and expectations.
  • Previous leadership experience within a services organisation, mentoring and guiding teams of consultants under direct leadership, as well as indirect and matrixed teams to harness talent, whilst delivering overall client satisfaction.
  • Anticipate, create and define innovative and visionary solutions for solving client’s problems.
  • Strong networks, relationships and involvement in relevant activities, industry conferences, forums, thought leadership articles etc.
  • Comfortable working at senior level within complex organisations, able to build empathy, credibility and trust with key customers.
  • Must have a proven track record of achievement in selling and delivering consulting and technology services, whilst delivering business objectives within large corporate environments where there is rapid change.
  • The ability to operate and excel in a changing and dynamic environment.
  • Should be a recognised expert within technology domain, and consistently demonstrate the ability to align the functional area with the business requirements to support the company vision.
  • Strong presentation skills, experienced and comfortable presenting to large groups and delivering inspiring and engaging presentations.
  • Intuitive ability to represent complex concepts in a clear, concise and compelling way.
  • Collaborative team player, with a willingness to lead by example and roll up their sleeves.
  • Passionate about disruptive innovation and transformational ideas.
  • Mature interpersonal and influencing skills, especially at senior client levels.
  • Be committed to advancing the Infosys brand through personal and professional growth.
  • Ability to travel extensively as required.


About You

We are looking for key account consulting anchors, leading sales, delivery & proposition development, with experience in some of the below areas:

  • Proven excellence in commercial development, commanding a presence with senior executives both internally and externally with ambition to exceed targets and expectations.
  • Previous leadership experience within a services organisation, mentoring and guiding teams of consultants under direct leadership, as well as indirect and matrixed teams to harness talent, whilst delivering overall client satisfaction.
  • Anticipate, create and define innovative and visionary solutions for solving client’s problems.
  • Strong sales ability and closing skills at executive and board levels.
  • Strong networks, relationships and involvement in relevant activities, industry conferences, forums, thought leadership articles etc.
  • Interact as a peer at Board level in client companies and comfortable working at senior level within complex organisations, able to build empathy, credibility and trust with key customers.
  • Must have a proven track record of achievement in selling and delivering consulting and technology services, whilst delivering business objectives within large corporate environments where there is rapid change.
  • The ability to operate and excel in a changing and dynamic environment.
  • Should be a recognised expert in communications, and consistently demonstrate the ability to align the functional area with the business requirements to support the company vision.
  • Proven thought leadership within the field of communications, including production, syndication/publication of marketable knowledge.
  • Strong presentation skills, experienced and comfortable presenting to large groups and delivering inspiring and engaging presentations.
  • Intuitive ability to represent complex concepts in a clear, concise and compelling way.
  • Collaborative team player, with a willingness to lead by example and roll up their sleeves.
  • Inspiring leadership style with a proven ability to inspire direct and indirect internal teams, as well as clients to push the boundaries of what they thought was possible.
  • Passionate about disruptive innovation and transformational ideas.
  • Mature interpersonal and influencing skills, especially at senior client levels.
  • Be committed to advancing the Infosys brand through personal and professional growth.
  • An internal talent champion across all sectors; not only directly involved in recruitment, but also a key leader in growing and developing the sector-specific skills relative to Infosys’ current service offerings.
  • Ability to travel as/when required.

Benefits

Why Join Us?

For the right talent that want to be part of a diverse team, innovation-driven practice and a high-performance culture, we offer industry-leading compensation and benefits, along with top training and development opportunities so that you can grow your career and achieve your personal ambitions. Curious to learn more? We’d love to hear from you. Join us today!

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Managing Consultant - Financial Services - London

London, London Capgemini

Posted today

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Job Description

Managing Consultant - Financial Services - London Reference Code: 162890-en_GBContract Type: PermanentProfessional Communities: Strategy & Transformation

Capgemini Invent

At Capgemini Invent, we believe difference drives change. As inventive transformation consultants, we blend our strategic, creative and scientific capabilities, collaborating closely with clients to deliver cutting-edge solutions. Join us to drive transformation tailored to our client's challenges of today and tomorrow. Informed and validated by science and data. Superpowered by creativity and design. All underpinned by technology created with purpose. 

Your Role

You’ll work with leading Corporate and Investment institutions helping to deliver their strategy for a mix of business and regulatory driven change. Leading programmes whilst also playing a role in Capgemini’s growth through contribution to thought leadership business development.

  
In this role you will play a key role in:

  • Working collaboratively in cross-functional teams to drive continuous business performance improvement.
  • You’ll identify and mitigate risks that may affect the successful delivery and apply proven communication, analytical and problem-solving skills to ensure that the team’s plans and objectives are achieved.
  • You’ll bring the right combination of style and substance, ensuring that the basics are right, whilst always focusing on how we add value to our clients. Working collaboratively in cross-functional teams to drive continuous business performance improvement.
  • As a Manager in our business you’ll help support the strategy and help to grow our business, model our values and behaviours, and coach and develop junior members of the team. Our people are flexible, and the scope of your role will vary with each project, in line with the breadth and depth of your experience.  Our team is at the heart of delivering client value, working in a collaborative way with a broad range of clients to achieve their strategic goals. 
  • You will be expected to lead teams and to become actively involved in future business development opportunities.

As part of your role you will also have the opportunity to contribute to the business and your own personal growth, through activities that form part of the following categories:

  • Business Development – Leading/contributing to proposals, RFPs, bids, proposition development, client pitch contribution, client hosting at events.
  • Internal contribution – Campaign development, internal think-tanks, whitepapers, practice development (operations, recruitment, team events & activities), offering development.
  • Learning & development – Training to support your career development and the skills demand within the company, certifications etc.

Your Profile

You will bring knowledge of Corporate & Investment Banking with broad cross asset class experience of both products and regulation, ideally gained from a mix of industry and consulting roles. Ideally you will have some of the following:

  • Experience implementing large scale regulatory changes in CIB eg, Basel3.x ,FRTB, DORA, Operational resilience, Market Abuse regulations etc) across the front/middle and back office in capacity of Project Manager, analyst or change expert
  • Knowledge of Wholesale Lending and Transaction banking 
  • Experience in developing strategic roadmaps for CIB organisation including views on digitisation/ Gen AI/Cloud/ WEB3, DLT and Digital Assets
  • Understanding of 3 lines of defence and how controls are designed and implemented across the trade lifecycle
  • Knowledge and experience of ESG is highly advantageous
  • Experience in people management and proven ability to nurture and develop individuals.
  • Experience of proposition building and delivery of sales campaign
  • Ideal working experience would be mix of consulting and industry

WHAT YOU’LL LOVE ABOUT WORKING HERE?

You’ll be free to make your role and your career what you want it to be.  Proactivity and ambition flourish at Capgemini Invent. There are countless opportunities available to propel your development forward: seek out those that suit you, and we will back you all the way.  


In summary, we believe the following make this a great place to work: 
 

  • Show how single minds make for better teams:  Work alongside fierce intellects who love to collaborate. 
  • Be comfortable outside your comfort zone:  Self-stretchers thrive in our environment. 
  • Build momentum in your career: Make your role and your career what you want it to be. 
  • Stay true to who you are: Play to your strengths and bring your individuality. 
  • Aim for nothing less than leading edge: We thrive on the knowledge that the Digital work we do has real impact. 
  • Give your curiosity freedom and focus:  A place where inquisitiveness and entrepreneurial thinking are encouraged. 

We are delighted to have received the “Glassdoor Best Places to work UK’ accolade for 4 consecutive years, to see what it’s like to work at Capgemini Invent, visit our Glassdoor page


Your wellbeing 
You’d be joining an accredited Great Place to work for Wellbeing in 2023. Employee wellbeing is vitally important to us as an organisation.  We see a healthy and happy workforce a critical component for us to achieve our organisational ambitions.  
To help support wellbeing we have trained ‘Mental Health Champions’ across each of our business areas, and we have invested in wellbeing apps such as Thrive and Peppy. 

Shape your path
You will be empowered to explore, innovate, and progress. You will benefit from Capgemini’s ‘learning for life’ mindset, meaning you will have countless training and development opportunities from thinktanks to hackathons, and access to 250,000 courses with numerous external certifications from AWS, Microsoft, Harvard ManageMentor, Cybersecurity qualifications and much more.
 

NEED TO KNOW

At Capgemini we don’t just believe in inclusion, we actively go out to making it a working reality. Driven by our core values and Inclusive Futures for All campaign, we build environments where you can bring you whole self to work.


We aim to build an environment where employees can enjoy a positive work-life balance. We embed hybrid working in all that we do and make flexible working arrangements the day-to-day reality for our people. All UK employees are eligible to request flexible working arrangements.


Employee wellbeing is vitally important to us as an organisation. We see a healthy and happy workforce a critical component for us to achieve our organisational ambitions. To help support wellbeing we have trained ‘Mental Health Champions’ across each of our business areas. We have also invested in wellbeing apps such as Thrive and Peppy.


 

CSR:


We’re also focused on using tech to have a positive social impact. So, we’re working to reduce our own carbon footprint and improve everyone’s access to a digital world. It’s something we’re really serious about.  In fact, we were even named as one of the world’s most ethical companies by the Ethisphere Institute for the 10th year.  When you join Capgemini, you’ll join a team that does the right thing.


Whilst you will have London, Manchester or Glasgow as an office base location, you must be fully flexible in terms of assignment location, as these roles may involve periods of time away from home at short notice.


We offer a remuneration package which includes flexible benefits options for you to choose to suit your own personal circumstances and a variable element dependent grade and on company and personal performance.

About Capgemini Invent

Capgemini is a global business and technology transformation partner, helping organizations to accelerate their dual transition to a digital and sustainable world, while creating tangible impact for enterprises and society. It is a responsible and diverse group of 340,000 team members in more than 50 countries. With its strong over 55-year heritage, Capgemini is trusted by its clients to unlock the value of technology to address the entire breadth of their business needs. It delivers end-to-end services and solutions leveraging strengths from strategy and design to engineering, all fueled by its market leading capabilities in AI, cloud and data, combined with its deep industry expertise and partner ecosystem. The Group reported 2023 global revenues of €22.5 billion.

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Power Platform Developer (Banking, Financial Services)

Millwall, London £400 - £420 Daily Qualserv Consulting Limited

Posted 13 days ago

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Job Description

contract, temporary

We are looking for an experienced Power Platform Developer who has ideally worked within the Financial Services sector.

Rate: 415 per day inside IR35 via an Umbrella Company

Location: Canary Wharf, London

Hybrid: 3 days on site; 2 days remote

Tenure: 6 months, extendable

This Power Platform Developer will:

  • Design, develop, test, and deploy Power Apps applications using Canvas or Model-driven app approach.
  • Integrate Power Apps applications with Microsoft services such as Power Automate, Power BI, SharePoint, Teams, etc.
  • Utilize Common Data Service (CDS) or other data sources to efficiently manage and store application data.
  • Build and maintain plugins & PCF for PowerApps
  • Implement best practices, standards, and guidelines for Power Apps development to ensure optimal performance and scalability.
  • Diagnose and resolve issues and bugs in applications, providing ongoing

Power Platform, canvas, CDS, PCF, power apps, HCL, Notes, Lotus Notes Version 9 - 12, Azure, C# .Net

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