Assistant Relationship Manager Wealth Management

1 month ago

London, United Kingdom eFinancialCareers Full time

**Duties**:

- Help the Relationship Managers prepare for new business meetings.
- Monitor and conduct portfolio analysis.
- Draw up investment proposals.
- Help with the on-boarding of new IFA firms.
- Assist with new business and client prospecting.
- Support Relationship Managers to achieve sales, revenue and retention targets.
- Conduct client operational duties, withdrawals, payments, recs, transfers.
- Assist with client queries and be the first point of contact when ready to do so.
- Assist with client reviews, client tax reviews and client updates.

**Requirements**:

- 1-3 years’ experience of the above.
- Industry relevant qualifications (support will be provided to complete current studies if relevant).
- An understanding of investment products, funds, tax wrappers.
- Good communication (written and oral) and numeracy skills.

  • Associate Wealth Manager

    2 weeks ago

    London, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth Management A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible.AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans,...

  • Associate Wealth Manager

    1 month ago

    London, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth Management AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training to reach their...

  • Associate Wealth Manager

    2 weeks ago

    London, United Kingdom AAG Wealth Management Full time

    Job DescriptionAssociate Wealth Manager – AAG Wealth Management AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training to...

  • Associate Wealth Manager

    2 weeks ago

    London, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth Management AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training to reach their...

  • Associate Wealth Manager

    7 days ago

    London, United Kingdom AAG Wealth Management Full time

    Job Description Associate Wealth Manager – AAG Wealth Management AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training...

  • Associate Wealth Manager

    4 weeks ago

    Greater London, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth Management AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training to reach their...

  • Associate Wealth Manager

    1 month ago

    Greater London, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth Management AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training to reach their...

  • Associate Wealth Manager

    1 month ago

    Greater London, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth Management AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training to reach their...

  • Associate Wealth Manager

    1 week ago

    Greater London, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth Management A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible.AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans,...

  • Associate Wealth Manager

    4 weeks ago

    Greater London, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth Management AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training to reach their...

  • Associate Wealth Manager

    1 day ago

    City of London, Greater London, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth Management A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible. AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion...

  • Associate Wealth Manager

    7 days ago

    City of London, Greater London, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth Management A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible. AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion...

  • Wealth Manager

    2 days ago

    London, United Kingdom Clearwater Wealth Management Full time

    Since establishing in 2006, Clearwater Wealth Management (CWM) has helped people and businesses achieve their lifelong ambitions through high quality financial advice. CWM has supported over 110 talented young people who at the time, were struggling to find an opportunity in wealth management to build a career. James’s Place Wealth Management (SJP)...

  • Wealth Manager

    1 month ago

    London, United Kingdom Clearwater Wealth Management Full time

    Since establishing in 2006, Clearwater Wealth Management (CWM) has helped people and businesses achieve their lifelong ambitions through high quality financial advice. CWM has supported over 110 talented young people who at the time, were struggling to find an opportunity in wealth management to build a career. James’s Place Wealth Management (SJP)...

  • Trainee Associate Wealth Manager

    1 month ago

    London, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth Management AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training to reach their...

  • Trainee Associate Wealth Manager

    2 weeks ago

    London, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth Management AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training to reach their...

  • Trainee Associate Wealth Manager

    7 days ago

    London, United Kingdom AAG Wealth Management Full time

    Job Description Associate Wealth Manager – AAG Wealth Management AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training to...

  • Wealth Manager

    7 days ago

    London, United Kingdom Clearwater Wealth Management Full time

    Job Description Are you an ambitious professional who is passionate about delivering great client outcomes? Since establishing in 2006, Clearwater Wealth Management (CWM) has helped people and businesses achieve their lifelong ambitions through high quality financial advice. CWM has supported over 110 talented young people who at the time, were struggling...

  • Wealth Manager

    2 weeks ago

    London, United Kingdom Clearwater Wealth Management Full time

    Are you an ambitious professional who is passionate about delivering great client outcomes?Do you have the following skills, experience and drive to succeed in this role Find out below.Since establishing in 2006, Clearwater Wealth Management (CWM) has helped people and businesses achieve their lifelong ambitions through high quality financial advice. CWM has...

  • Wealth Manager

    2 weeks ago

    London, United Kingdom Clearwater Wealth Management Full time

    Job DescriptionAre you an ambitious professional who is passionate about delivering great client outcomes?Since establishing in 2006, Clearwater Wealth Management (CWM) has helped people and businesses achieve their lifelong ambitions through high quality financial advice. CWM has supported over 110 talented young people who at the time, were struggling to...