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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, ...

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 (in London and New York), as well as clients and intermediaries (e. Risk & Compliance Paralegal (Private Wealth) Larb...

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...

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, ...

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

This is a part-time remote role for an Investing Non-Executive Director to invest in some of Sustainable Wealth Group's startup clients raising funds at Pre-Seed to Series A stage.

New Opportunity - Practice Manager / Senior Wealth Management Administrator - Moorgate London. Wealth Management Practice Manager. James’s Place Wealth Management based in Moorgate, London.

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...

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

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...

Senior Consultant - Data Management (Wealth and Investment 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.

Conduct daily transaction monitoring and clear alerts, escalating issues as needed.Perform client due diligence, including identity verification and risk assessments.Investigate and resolve AML-related queries from internal audit and regulatory bodies.Contribute to the maintenance and updates of ...

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.

Managing Consultant - Data Management (Wealth and Investment Management).

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...

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...

With a well-established footprint across Asia, the Middle East, and Europe, the firm is now seeking experienced Wealth Managers to join their London office, focusing on (U)HNW clientele. If you are a senior Wealth Manager seeking a more independent, client-focused platform, we encourage you to ap...

To drive attainment of key performance targets (Wealth management operations, revenue, new client additions, Product offering development enhancements, etc. Wealth Management business with a strong focus on client satisfaction metrics within our target market.

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. How Pinnacle Wealth Management will support you:. Pinnacle Wealth Management will support you to ensure that client cases are processed effic...

With a well-established footprint across Asia, the Middle East, and Europe, the firm is now seeking experienced Wealth Managers to join their London office, focusing on (U)HNW clientele. If you are a senior Wealth Manager seeking a more independent, client-focused platform, we encourage you to ap...

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...

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. Operating in Canary Wharf, Pinnacle Wealth Management has further expansion plans and is looking for financial advisers to join and to provid...

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...

We are seeking an experienced Financial Adviser / Wealth Manager to join our client. You must hold the Level 4 qualification via CII or equivalent, be a clear communicator with a detailed understanding of financial planning and wealth management.

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

Central London (Hybrid: 3 days onsite, 2 days remote).Our client is a boutique, investment-led.Based in Central London, the firm offers.With a commitment to long-term relationships and personalized service, they are now entering a new growth phase and are seeking an entrepreneurial and experience...

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...

This role would suit an Operations Manager from a Wealth Management background looking to join a business known for looking after their staff with flexible hours, 36 days holiday and hybrid working. Operations Manager (Wealth management / IFA). Are you an Operations Manager with IFA / Wealth Mana...

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.

A prestigious wealth management firm with ties to SJP are dedicated to providing tailored financial solutions to high-net-worth individuals.

Global Bank's Wealth/Private banking business's expansion in UK&I operations has created a new post for a senior financial crime policy expert. Demonstrable understanding of the risks inherent to Wealth/private banking markets.

The Lombard Odier Wealth Planning team comprises 65 professionals based in 7 countries and is fully integrated across the Lombard Odier Private Client offices and markets.

To drive attainment of key performance targets (Wealth management operations, revenue, new client additions, Product offering development enhancements, etc. Wealth Management business with a strong focus on client satisfaction metrics within our target market. Ensure the growth and profitability ...

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. Private Client department in London which is highly ranked in the directories for the work it does in contentious ...

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...

Junior Wealth Planner with about 2 years’ experience basic of £30-40,000+ bonus. Wealth Planners will get paraplanning and admin support. The Wealth Planners do presentations and then some face-to-face meetings, but a lot of it will be done on video.

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, ...

We are looking to take for a Wealth Management Team Leader to join our clients team based in Esher, Surrey.

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...

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...

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

AlTi Tiedemann Global (“AlTi”) is a NASDAQ listed global wealth and alternatives manager, in the business of turning powerful ideas into high-performing strategies and solutions.

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 assessment of client risk profile, suitability, and appropriateness for Wealth Management Service. Promot...

The wealth planning arm of a leading global investment managers is seeking to recruit a high quality wealth planner within a background in provide complex advice to UHNW private clients. Their Wealth Planning team provides comprehensive financial advisory services to clients and prospects of the ...

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...

Role - Wealth Management Administrator. Well established wealth management practice based in the City of London require an additional administrator to complement their existing team. To support Investment Managers and Wealth Planners by undertaking administration duties that foster excellent clie...