We are partnering with one of Europe’s most prestigious wealth managers. Backed by a globally renowned private banking group with deep heritage and stability, our client manages several billion in assets across the UK.
Operating with an entrepreneurial, high-conviction culture, they are heavily investing in next-generation technology. They are seeking a forward-thinking AI Solutions Lead to spearhead the discovery, design, and deployment of agentic AI workflows across core front-to-back business functions.
This is a high-visibility mandate bridging enterprise strategy and hands-on execution within a highly regulated, high-touch financial environment.
Key Responsibilities
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Business Partnership & Discovery: Collaborate directly with business heads, investment teams, and operational units to uncover operational friction and define high-impact AI opportunities.
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End-to-End Delivery: Own AI use cases from initial problem framing and rapid prototyping through to production rollout and lifecycle optimisation.
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Agentic Workflow Architecture: Design and deploy robust AI agents and automated workflows tailored to real-world private wealth processes, operational constraints, and strict compliance boundaries.
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Stakeholder Enablement: Facilitate discovery workshops, translate ambiguous business challenges into clear technical specifications, and demystify AI architectures for senior leadership.
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Continuous Improvement: Monitor agent performance, user adoption, and ROI post-launch, establishing reusable deployment patterns and architectural guardrails across the firm.
Candidate Profile
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Enterprise AI & Agentic Systems: Hands-on experience designing and implementing LLM-driven workflows, agentic tool orchestration, retrieval-augmented generation (RAG), evaluations, guardrails, and human-in-the-loop controls.
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Bridge Builder: Proven track record operating seamlessly between commercial stakeholders and technical engineering environments.
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Technical Foundation: Degree in Computer Science, Data Science, Engineering, Business Informatics, Finance, or equivalent practical industry experience.
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Complex Problem Solving: Ability to decompose convoluted business processes, cut through ambiguity, and build production-ready, governed solutions.
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Communication: Exceptional stakeholder management and communication skills in English (additional European languages such as German are a plus).
Preferred Experience
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Prior exposure to Private Banking, Wealth Management, or wider Financial Services (e.g., Client Onboarding, KYC/AML, Portfolio Management, Advisory, Risk, or Compliance workflows).
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Working knowledge of enterprise security frameworks, cloud integration, data governance, and regulatory compliance within banking.
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Demonstrated experience driving user adoption and change management for disruptive technologies in corporate settings Only candidates based in UK and eligible to work in UK are allowed
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