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As a member of the Global Wealth Planning team, the UK Head of Wealth Planning will also be responsible for delivering the UK Wealth Planning practice and expertise to HNW and UHNW clients, wherever they are based. Contribute to the Wealth Planning team’s marketing and communication initiatives, ...

Due to succession planning, they are looking to expand the private wealth team with an experienced solicitor based in their Hampshire office. You will be a qualified Solicitor or Legal Executive with prior experience in the area of Private Wealth.

As a member of the Global Wealth Planning team, the UK Head of Wealth Planning will also be responsible for delivering the UK Wealth Planning practice and expertise to HNW and UHNW clients, wherever they are based. Contribute to the Wealth Planning team’s marketing and communication initiatives, ...

Conduct client due diligence reviews and risk assessments for Private Wealth team clients and their structures (e. Assist with ongoing monitoring of Private Wealth team clients and matters in coordination with the firm’s Risk & Compliance team. Assist communications with the Private Wealth team (...

As a member of the Global Wealth Planning team, the UK Head of Wealth Planning will also be responsible for delivering the UK Wealth Planning practice and expertise to HNW and UHNW clients, wherever they are based. Contribute to the Wealth Planning team’s marketing and communication initiatives, ...

Private Wealth and Private Wealth Disputes are a core area of focus for this firm following its strategic review and the wider Private Wealth Team at the firm is continually growing. If you are newly-qualified, you will ideally have undertaken a seat in either non-contentious Private Wealth or Pr...

This is a rare opportunity to work directly with high-net-worth and ultra-high-net-worth individuals, families, and business owners, delivering expert advice on estate planning, trusts, and intergenerational wealth preservation.

Fantastic opportunity for a Legal PA to work for this top international law firm in beautiful offices at St/Pauls, and City Thameslink and offering amazing benefits.You would be working for well-established and recognised clients, reporting into a Group of four including partners who deal with co...

Miryco Consultants is working with a leading wealth management firm to hire a Conduct Risk and Governance Analyst.

As a member of the Global Wealth Planning team, the UK Head of Wealth Planning will also be responsible for delivering the UK Wealth Planning practice and expertise to HNW and UHNW clients, wherever they are based. Contribute to the Wealth Planning team’s marketing and communication initiatives, ...

If you are a successful sales or account management person or looking to build a new career in Wealth Management, this is the job for you. The main focus of the role is to strategically target and then directly contact potential high net worth expat clients who are living, working and retiring gl...

They are a highly entrepreneurial firm who have disrupted the Private Wealth space by utilising technology and data in innovative ways, allowing them to take a transparent and client focused approach. Candidates with experience within the Private Wealth space e. Exposure to Wealth Management e.

We are a fast-growing sustainable business and investment firm looking for an enthusiastic and driven individual to join our sales team as an Investment Sales Associate.We are seeking a candidate with exceptional communication skills, a positive attitude, and a desire to learn and grow in the fin...

Our client a global top-10 Sovereign Wealth Fund is looking to hire a Senior Associate to their Global Retail & Consumer Investments team in Doha Job Description: The successful candidate will develop and manage the investment portfolio by being responsible for specific companies and investments

Promote the education of clients in the wealth management space and provide financial advisory services to enhance the quality of their investment decisions. To drive attainment of key performance targets (Wealth management operations, revenue, new client additions, Product offering development e...

Tired of working hard but getting nowhere? Rising living costs.If you’re done feeling like you’re stuck on a treadmill and ready for real change , this could be exactly what you’ve been looking for.Maybe you: ❓ Want to earn additional income without sacrificing your current commitments ❓ A

Are you a hunter who thrives on closing new business and building relationships with high-net-worth investors?.Join a global leader in investment management and turn your ambition into real impact.Business Development/ Private Client Director.Calling warm, qualified leads provided by our marketin...

An established Boutique Wealth Management firm. The Senior Paraplanner will support a team of Wealth Managers in the management of HNW / UHNW client portfolios as well as assisting in the growth of the business whilst providing a high level of client service and support. Minimum of 3 years’ exper...

Account Executive / Trainee Financial Adviser.A Boutique firm of Financial Planners are seeking an experienced Financial Planning Administrator / Paraplanner to join the team in London as a Trainee Financial Adviser.The firm are looking for an individual who is looking for support to finish their...

This leading offshore law firm is looking for an accomplished Trust and Private Client lawyer to join its growing Private Wealth team in the Cayman Islands. You will be advising an international client base of UHNW individuals, family offices and other associated financial institutions, on all as...

Business Analyst | Wealth Management | £95,000 | Change | London. My client who are an established wealth manager in the heart of London are seeking an experienced, hands-on Business Analyst to enhance their Change Team’s capability as a strategic asset. Proven experience in financial services, b...

Business Analyst - Wealth Management. Role: Business Analyst - Wealth Management.

Our client a global top-10 Sovereign Wealth Fund is looking to hire a Senior Associate to their Global Retail & Consumer Investments team in Doha.

Relevant experience working in a Wealth Management environment. Our client is seeking an Associate Wealth Manager to join their team on a permanent basis. Attend Client Meetings with Wealth Managers.

Front Office Wealth Management knowledge - whether this be through Business Management, Operations Management, and understanding of Wealth Management and the regulatory framework around it is essential. Our client is an independent, high quality and personalised banking and wealth management serv...

Private Wealth Solicitor – 6+ PQE. Private Wealth Solicitor (6+ PQE). Contribute to the firm’s continued growth and reputation in Private Wealth law.

Vere Investment Ltd is one of the largest private investment banking company in Mauritius, offering a unique opportunity for ambitious individuals to launch their careers in international finance.We are selecting a small group of high-potential trainees to join our elite programme.Flights to Maur...

Chattertons Solicitors & Wealth Management. Top 200 Law Firm and provider of wealth management services, based in Lincolnshire and across the East Midlands. Staff discount on legal and wealth management fees.

Due to business requirements, we are now looking to acquire the services of an experienced Head of Wealth Management. To drive attainment of key performance targets (Wealth management operations, revenue, new client additions, Product offering development enhancements, etc. Wealth Management busi...

Vere Investment Ltd is one of the largest private investment banking company in Mauritius, offering a unique opportunity for ambitious individuals to launch their careers in international finance.We are selecting a small group of high-potential trainees to join our elite programme.Flights to Maur...

An established Boutique Wealth Management firm. The Senior Paraplanner will support a team of Wealth Managers in the management of HNW / UHNW client portfolios as well as assisting in the growth of the business whilst providing a high level of client service and support. Minimum of 3 years’ exper...

As part of its strategic growth in Europe, the firm is looking to reinforce its Sales team by hiring an experienced professional to lead its Wholesale & Wealth efforts in the UK market.

Working towards a Level 4 Qualification in Financial Advice, or relevant professional experience.Potential for earning £100k+ within.Someone who is ready to take the next step in your career and can demonstrate that you are proactive, energetic, and ambitious?.Someone who has a client-centric app...

Wealth Management business with a strong focus on client satisfaction metrics within our target market. Ensure the growth and profitability of the Private Banking Wealth Management Portfolio through solicitations and referrals and the judicious selection of Client Portfolios. Drive the accurate a...

As part of its strategic growth in Europe, the firm is looking to reinforce its Sales team by hiring an experienced professional to lead its Wholesale & Wealth efforts in the UK market.

Front Office Wealth Management knowledge - whether this be through Business Management, Operations Management, and understanding of Wealth Management and the regulatory framework around it is essential. The Front Office Business Manager will support the Second and Third Line of Defence Monitoring...

Vere Investment Ltd is one of the largest private investment banking company in Mauritius, offering a unique opportunity for ambitious individuals to launch their careers in international finance.We are selecting a small group of high-potential trainees to join our elite programme.Flights to Maur...

A prestigious wealth management business is seeking a senior professional to lead and shape its proposition targeting entrepreneurs, business owners post-sale, and professionals requiring complex financial planning and investment services. Proven business development and pitching experience in we...

As a member of the Global Wealth Planning team, the UK Head of Wealth Planning will also be responsible for delivering the UK Wealth Planning practice and expertise to HNW and UHNW clients, wherever they are based. Contribute to the Wealth Planning team’s marketing and communication initiatives, ...

An established Wealth Management firm. This is a fantastic opportunity for an Investment Desk Administrator to assist a successful Investment Management team with the management of the teams’ clients for a highly credible Wealth Management business. The Investment Desk Administrator will prepare ...

Business Analyst | Wealth Management | Greenfield Salesforce Implementation | £800/Day Inside IR35 | Hybrid, LDN | 6 Months Rolling. Business Analyst with extensive experience in Salesforce is required for a Wealth Management house. Strong experience in Wealth / Asset / Investment Management, und...

Provide excellent administrative support to Investment Managers to help to deliver good client outcomes.Work efficiently and effectively adhering to the Company’s processes within the compliance framework.Under the management of the Investment Director support various Portfolio Management teams w...

Pinnacle Wealth have supported over 90 talented individuals who at the time, were struggling to find an opportunity in wealth management to build a career. Since establishing in 2013, Pinnacle Wealth Management has helped people and businesses achieve their lifelong ambitions through high quality...

Handelsbanken Wealth & Asset Management is a wholly-owned subsidiary of the Handelsbanken Group and is responsible for all wealth and investment management activities of the Group in the UK. For over 30 years we have been relied on by our customers, including business leaders and sophisticated fi...

We are working with a growing FinTech Wealth Management firm in London who deliver institutional style solutions to highly sophisticated private clients. They are a highly entrepreneurial firm who have disrupted the Private Wealth space by utilising technology and data in innovative ways, allowin...

We are working on an excellent opportunity with a leading Offshore firm in the Channel Islands, who are looking for an Associate to join their Private Wealth team.

Our client is seeking an Associate Wealth Manager to join their team on a permanent basis. Attend Client Meetings with Wealth Managers. Relevant experience working in a Wealth Management environment.

Experience working with Asset & wealth Management firms – very beneficial. Leading Big4 consultancy in London is now looking for an accomplished Management Consultant to join their thriving Asset and Wealth Management team on a permanent basis. The ideal candidate will have previous consulting ex...