Wealth jobs in WindsorCreate job alerts

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.

Tired of working hard but getting nowhere?.If you’re done feeling like you’re stuck on a treadmill and ready for.Want to earn additional income without sacrificing your current commitments.Are seeking a full career change with mentorship and purpose.Need something that fits around family life or

The Company:An established Wealth Management firm. The Role: This is a fantastic opportunity for an Investment Desk Administrator to assist a successful Investment Management

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...

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...

Tired of working hard but getting nowhere?.If you’re done feeling like you’re stuck on a treadmill and ready for.Want to earn additional income without sacrificing your current commitments.Are seeking a full career change with mentorship and purpose.Need something that fits around family life or

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...

This role commences in Mauritius in August.Vere Investment Ltd is one of the largest private investment banking companies 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 trainee...

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...

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...

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.

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

Tired of working hard but getting nowhere?.If you’re done feeling like you’re stuck on a treadmill and ready for.Want to earn additional income without sacrificing your current commitments.Are seeking a full career change with mentorship and purpose.Need something that fits around family life or

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...

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...

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.

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...

This firm operates solely within the Asset and Wealth Management spheres. If you have experience in discussing and designing decisions to a varied audience with an interest in breaking into the wealth and asset industry, this is a great option.

Assistant Financial Advisor – London International Wealth Manager. A leading London Wealth Manager who provides expert bespoke advice to HNW clients located both in the UK and overseas are looking to expand their team with the recruitment of an Assistant Financial Advisor.

Develop and maintain comprehensive compliance frameworks across all wealth management activities for both regulatory and financial crime risk. Minimum of 10 years in a compliance role within wealth management, fund management, or a related field. Previous experience in an appropriately senior pos...

Meraki Talent have been appointed by a global banking client, who are looking to appoint an Senior Manager within Wealth Management to drive their wealth strategy and lead a high-performing team of Wealth Managers and Analysts. Are you an experienced wealth professional with a passion for leaders...

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.

At least 5 years of experience of working in a UK wealth management firm, and possess sound knowledge of all aspects of this business.

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.

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 ...

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.

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.

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 ...

The Investment Desk Administrator will prepare documents for private client meetings and investment reviews and will be responsible for the production of bespoke monthly and quarterly private client investment reports for the Wealth Management company. At least 3 years’ experience in a similar pr...

Promote the education of clients in the wealth management space and provide financial advisory services to enhance the quality of their investment decisions. Due to business requirements, we are now looking to acquire the services of an experienced Head of Wealth Management. To drive attainment o...

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...

This firm offers one of the most comprehensive and diverse investment propositions in the wealth management industry, providing exceptional career opportunities for ambitious Wealth Managers and Independent Financial Advisors (IFAs) who are looking to add sophisticated and high grade investment o...

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

Meraki Talent have been appointed by a global banking client, who are looking to appoint an Senior Manager within Wealth Management to drive their wealth strategy and lead a high-performing team of Wealth Managers and Analysts. Influence internal partners to identify and refer appropriate wealth ...

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. Private Wealth or Private Client team, ideally w...

Tired of working hard but getting nowhere?.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.Want to earn additional income without sacrificing your current commitments.Are seeking a full career change with men

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...

This position is with highly entrepreneurial firm who have disrupted the Private Wealth Asset manager space by utilising technology and data in innovative ways. They are looking to hire an experienced advisor with an interest in re-inventing the wealth management industry and the attributes to be...

Tired of working hard but getting nowhere?.If you’re done feeling like you’re stuck on a treadmill and ready for.Want to earn additional income without sacrificing your current commitments.Are seeking a full career change with mentorship and purpose.Need something that fits around family life or

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...

Meraki Talent are proud to be partnering with a global banking firm who are looking to appoint a Wealth Manager on a permanent basis. As part of this role you will manage a portfolio of high-value customers, providing tailored, holistic financial advice to help clients grow, manage, and protect t...

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

This role is based outside the UK and commences in Mauritius in August for 8 weeks before relocation to an international office of your choice.Vere Investment Ltd is one of the largest private investment banking companies in Mauritius, offering a unique opportunity for ambitious individuals to la...

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.

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...

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, ...