Current jobs related to Head of Wealth Management - South East England - cer Financial Ltd

  • Paraplanner- 15 month FTC

    3 weeks ago

    England, United Kingdom Handelsbanken Wealth & Asset Management Full time

    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. Founded in Sweden, Handelsbanken is one of the world’s strongest banks and offers local relationship banking, advice and investment management to personal and...

  • Digital Wealth Strategist

    2 days ago

    East London, United Kingdom JJ Search Full time

    At JJ Search, we are seeking an experienced Digital Wealth Strategist to lead the development and management of the Wealth Management Investment Proposition for our Retail Bank client base.The estimated salary for this role is $120,000 - $180,000 per annum, depending on experience.About the RoleWorking alongside the Head of Investments to create product...

  • Private Equity – Partner, Head of Private Wealth AND Institutional Relations – In UK

    3 weeks ago

    England, United Kingdom Circle Square Full time

    Our client is a London-based PE firm specialising in institutional private equity, venture capital, and direct investments. There focus is on deep-tech sectors, particularly in artificial intelligence. They are now looking for a Partner, Head of Private Wealth AND Institutional Relations in the UK. Complementing the investment team is a distinguished tech...

  • Private Equity – Partner, Head of Private Wealth AND Institutional Relations – In UK

    2 months ago

    England,, UK, United Kingdom Circle Square Full time

    Our client is a London-based PE firm specialising in institutional private equity, venture capital, and direct investments. There focus is on deep-tech sectors, particularly in artificial intelligence. They are now looking for a Partner, Head of Private Wealth AND Institutional Relations in the UK. Complementing the investment team is a distinguished tech...

  • Independent Financial Adviser

    4 days ago

    sheffield, south yorkshire, United Kingdom AFH Wealth Management Full time

    Independent Financial Adviser - Sheffield and surrounding areas At AFH, as we grow, we're looking for an experienced financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your clients current and future financial...

  • Head of Taxation and Compliance

    2 weeks ago

    South East, United Kingdom Marks Sattin (UK) Ltd Full time

    As a leading recruitment agency, Marks Sattin (UK) Ltd is looking for a skilled Tax Expert to assume the role of Head of Tax at our London office. The initial 6-month contract provides flexibility for both parties, with a possible extension or permanent offer upon completion.Applicants should have substantial experience in financial services, particularly in...

  • Head of Compliance

    3 weeks ago

    England, United Kingdom FincSelect Full time

    We are so excited by this start-up. This investment platform puts the customer at the core of it’s business. And with their pension product recently launched, this firm is destined for great things. We’re looking for someone to lead compliance. Everything from implementing policies and procedures, product governance, financial crime and interaction with...

  • Independent Financial Adviser

    10 hours ago

    sheffield, south yorkshire, United Kingdom AFH Wealth Management Full time

    Job Description Independent Financial Adviser - Sheffield and surrounding areas At AFH, as we grow, we're looking for an experienced financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your clients current and...

  • Head of Compliance

    2 weeks ago

    North East England, United Kingdom Willow Resourcing Full time

    Perhaps you’re looking for your first Head of Compliance role? Or perhaps you simply want to join a business with ambitious growth plans? This is a great time to join this network of Mortgage and Financial Advisers that supports a growing community of Appointed Representatives whilst retaining the personal touch and feel of a small business. You’ll...

  • Wealth Manager

    3 weeks ago

    England, United Kingdom St. James’s Place Full time

    Job Title: Financial AdviserLocation: London / Essex / Suffolk / Kent / Norfolk / CambridgeshireMinimum Requirements: Level 4 Diploma in Financial Planning qualified OR open to working towards it.Financial Advice, a career that allows you to have control over your earnings and time.Are you ready for a new career challenge that offers autonomy, growth, and...

  • Private Equity – Partner, Head of Private Wealth AND Institutional Relations – In UK

    1 month ago

    Eastern England, United Kingdom Circle Square Full time

    Our client is a London-based PE firm specialising in institutional private equity, venture capital, and direct investments. There focus is on deep-tech sectors, particularly in artificial intelligence. They are now looking for a Partner, Head of Private Wealth AND Institutional Relations in the UK. Complementing the investment team is a distinguished tech...

  • Wealth Manager

    2 months ago

    England,, UK, United Kingdom St. James’s Place Full time

    Job Title: Financial AdviserLocation: London / Essex / Suffolk / Kent / Norfolk / CambridgeshireMinimum Requirements: Level 4 Diploma in Financial Planning qualified OR open to working towards it.Financial Advice, a career that allows you to have control over your earnings and time.Are you ready for a new career challenge that offers autonomy, growth, and...

  • Wealth Management Professional

    5 days ago

    East Liverpool, Ohio, United Kingdom CV-Library Full time

    Client Relationship Manager RoleWe are seeking a skilled Client Relationship Manager to join our successful Wealth Management practice in Liverpool, Merseyside. As a key member of our team, you will be responsible for supporting IFA Administrators, Financial Planners & Paraplanners with new business administration, client suitability letters, and other...

  • Head of Business Development- Europe

    1 month ago

    England,, UK, United Kingdom Nickel Digital Asset Management Full time

    Nickel Digital Asset Management, a leading player in alternative investment funds, is expanding its team for Europe and the Middle East.As an FCA authorised London-based investment manager, with five years of award-winning track record, we specialise in managing multi-manager funds in the digital assets market.Recognised as a top-performing fund within its...

  • Wealth Management Professional

    5 hours ago

    South Ruislip, Greater London, United Kingdom GTCO Ltd Full time

    GTCO Ltd is a fully integrated financial services group established in 2012, offering Investment Management and Institutional Trading services. We are seeking a skilled Wealth Management Professional to manage and grow their business in a dynamic and supportive environment.About the Job:You will be responsible for providing expert advice to clients on a...

  • Head of Regulatory Management

    1 month ago

    South East England, United Kingdom Corecruitment International Full time

    Head of F+B “Unique Leisure experience” London I am currently working with a unique leisure experience based in central London. My client is seeking a dynamic and experienced Head of Food & Beverage to lead the culinary operations across multiple venues. Develop and implement F&B strategy for 25+ public dining products and 300+ private events Lead and...

  • Wealth Management Support Professional

    5 days ago

    East Liverpool, Ohio, United Kingdom Mitchell Hall Consulting Full time

    We are excited to announce a new opportunity for a Wealth Management Support Professional to join our team in Liverpool. As a key member of our wealth planning practice, you will be responsible for supporting our IFA Administrators, Financial Planners & Paraplanners, and providing exceptional client service.Key ResponsibilitiesSupport the management of...

  • Head of Risk Management

    5 days ago

    South East England, United Kingdom Look Ahead Care and Support Full time £65,000

    Job DescriptionThe Head of Risk Management will be responsible for identifying, assessing, and mitigating risks across our organization. This includes developing and maintaining risk registers and maps, as well as providing advice to senior managers and the Board.This role requires strong analytical and communication skills, with the ability to interpret...

  • Wealth Management Professional

    5 days ago

    East Anglia, United Kingdom Deerfoot Recruitment Solutions Limited Full time £45,000 - £55,000

    Deerfoot Recruitment Solutions Limited is a dynamic wealth management firm seeking a talented Finance Manager to lead our financial operations team.This role involves overseeing financial planning, analysis, and strategic insights that inform business decisions and drive growth.The successful candidate will have ACA, ACCA, or CIMA qualification (or...

  • Wealth Planning Liaison

    3 days ago

    East Liverpool, Ohio, United Kingdom Mitchell Hall Consulting Full time

    About the RoleWe are looking for a Client Relationship Manager to join our Wealth Planning Practice in Liverpool.The successful candidate will have experience working within an IFA/Wealth office or financial services business and possess a solid understanding of client relationship management.A competitive salary package, including pension schemes and...

Head of Wealth Management

1 month ago

South East England, United Kingdom cer Financial Ltd Full time

Head of Wealth Management

City of London

Permanent

Salary based on experience

cer Financial are working alongside an international bank who are based in the City of London. They are seeking a Head of Wealth Management to work with them on a permanent basis.

The responsibilities of a Head of Wealth Management will include:

  • Work with Head of Private Banking to develop the teams Business strategy
  • Achieve annual new business targets as agreed with Management
  • Ensure the growth and profitability of the Private Banking Wealth Management Portfolio through solicitations and referrals and the judicious selection of Client Portfolios.
  • Develop Sales Leads generation from internal sources, the bank, client referrals and personal network.
  • On board clients for private banking products and services.
  • Proactively develop client relationships, anticipate and provide solutions to client needs and give high priority to client satisfaction, with responsibility for meeting or exceeding agreed performance targets and objectives.
  • Drive the accurate assessment of client risk profile, suitability, and appropriateness for Wealth Management Service.
  • Proactively manage the clients investment portfolios by applying a range of portfolio management techniques.
  • Promote the education of clients in the wealth management space and provide financial advisory services to enhance the quality of their investment decisions.
  • Review client profiles to ensure investments are in accordance with mandates, risk profiles and risk appetites
  • Oversee and ensure the flow of clients transactions and investments portfolio.
  • Development of budgets and targets of private banking business and ensure achievement of monthly and annual targets.
  • Provide supervisory function within WM and Advisory Business Unit, ensuring relevant regulations adhered to for competence sign off of potential Advisors.
  • Ensure that the competence standards are upheld and maintained whilst capturing and maintaining the documentary evidence.
  • Actively involved in assessing, developing, monitoring and reviewing competency status of all advisors within WM business unit.
  • Responsible for ensuring that Advisors are aligned to the appropriate level of supervision and performances measured accordingly.
  • Develop the Advisors competence through coaching, training and Certification recommendations.
  • Provide regular MI and updates to Senior Management and the Banks external supervisor, on the activities of the advisors.
  • To develop dispassionate and objective relationships with third party fund managers and professionals e.g. law firms, property specialists and tax advisers.
  • To always be an ambassador for the bank both in THE UK and externally and when required to travel on business.
  • Supervise activities of middle office and back office.
  • Assist in resolving client queries within the team.

The successful Head of Wealth Management will have:

  • At least 10-12 years experience as a Private Banker/ Investment Advisor.
  • Understanding of UK regulatory framework and experience in implementing same
  • Experienced manager of a team of advisors
  • Direct knowledge and experience of the African market( West Africa)
  • Exceptional networking skills and client relationship management skills
  • RDR Compliant - Level 6
  • Able to demonstrate commercial instinct in building opportunities into revenue.

JBRP1_UKTJ