Lead Private Wealth Advisor
3 weeks ago
About the Role: We are excited to present exceptional opportunities with several prestigious Multi-Family Offices and Private Investment Offices that cater to Ultra High Net Worth (UHNW) clients with substantial investment accounts. These dynamic firms are eager to welcome highly skilled professionals into their ranks.
Position Overview: The selected candidate will play a pivotal role in delivering tailored services to UHNW clients. This position is ideal for individuals seeking to transition from conventional private banking into a more adaptable Multi-Family Office setting.
Location: While the primary work location is flexible, options include major financial hubs.
Your Qualifications:
- Over 15 years of experience as a senior private banker, with a proven track record at a leading global financial institution.
- A current portfolio managing assets exceeding $300 million, with individual client accounts starting from $10 million.
- Demonstrated ability to cultivate and maintain strong relationships with clients, focusing on expanding a strategic book of UHNW clients.
- Experience in offering comprehensive wealth management services, including exclusive investment opportunities such as club deals, pre-IPO investments, and private equity ventures.
- Collaboration with a team of like-minded professionals is highly advantageous.
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Experienced Financial Advisor
2 weeks ago
London, Greater London, United Kingdom Apollo Private Wealth Full timeAbout Apollo Private WealthApollo Private Wealth is a leading wealth management firm based in London, specializing in personalized service for private clients, families, and institutions. We value bold, resourceful individuals who take ownership of their work and strive for excellence.Opportunity for Experienced Financial AdvisorsAre you an experienced...
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Private Wealth Advisor
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Wealth Management Advisor
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Experienced Wealth Management Advisor
3 weeks ago
London, Greater London, United Kingdom Apollo Private Wealth Full timeOutstanding Opportunity for Seasoned Financial ConsultantsAre you a seasoned Financial Consultant eager to expand your clientele?Do you have a knack for comprehensive financial strategies?We are a dynamic and expanding firm in search of skilled Financial Consultants to become part of our team. Our clientele anticipates exceptional service, and we offer...
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Private Client Advisor
4 days ago
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Private Client Advisor
5 days ago
London, Greater London, United Kingdom Apollo Private Wealth Full timeAbout the RoleWe are seeking a highly motivated and experienced Wealth Adviser to join our team at Apollo Private Wealth. As a Wealth Adviser, you will play a key role in providing exceptional client service and building strong relationships with our high net worth clients.Key ResponsibilitiesProvide personalized wealth management advice to clients, taking...
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Wealth Management Specialist
4 days ago
London, Greater London, United Kingdom Gravity Private Wealth Full timeJob Description**About Gravity Private Wealth**Gravity Private Wealth is an international boutique investment advisory firm serving high-net-worth individuals and families. We are fully independent and privately owned, offering a forward-looking and solutions-driven approach to wealth management.**Job Overview**We are seeking a highly experienced Wealth...
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Wealth Management Specialist
4 days ago
London, Greater London, United Kingdom Gravity Private Wealth Full timeJob Description**About Gravity Private Wealth**Gravity Private Wealth is an international boutique investment advisory firm serving high-net-worth individuals and families. We are fully independent and privately owned, offering a forward-looking and solutions-driven approach to wealth management.**Job Overview**We are seeking a highly experienced Wealth...
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Investment Advisor
3 weeks ago
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Wealth Management Specialist
2 days ago
London, Greater London, United Kingdom Gravity Private Wealth Full timeJob SummaryGravity Private Wealth is seeking a highly skilled and experienced Wealth Management Advisor to join our team. As a key member of our advisory team, you will be responsible for providing expert financial advice and personalized investment strategies to our high-net-worth clients.Key ResponsibilitiesBusiness Development: Originate, manage, and...
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Wealth Management Specialist
2 days ago
London, Greater London, United Kingdom Gravity Private Wealth Full timeJob SummaryGravity Private Wealth is seeking a highly skilled and experienced Wealth Management Advisor to join our team. As a key member of our advisory team, you will be responsible for providing expert financial advice and personalized investment strategies to our high-net-worth clients.Key ResponsibilitiesBusiness Development: Originate, manage, and...
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Wealth Management Professional
5 days ago
London, Greater London, United Kingdom Apollo Private Wealth Full timeAbout the RoleWe are seeking a highly motivated and experienced Wealth Adviser to join our team at Apollo Private Wealth. As a Wealth Adviser, you will play a key role in providing exceptional client service and building strong relationships with our high net worth clients.Key ResponsibilitiesProvide personalized wealth management advice and guidance to...
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Wealth Management Professional
4 days ago
London, Greater London, United Kingdom Apollo Private Wealth Full timeAbout the RoleWe are seeking a highly motivated and experienced Wealth Adviser to join our team at Apollo Private Wealth. As a Wealth Adviser, you will play a key role in providing exceptional client service and building strong relationships with our high net worth clients.Key ResponsibilitiesProvide personalized wealth management advice and guidance to...
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Junior Wealth Management Consultant
3 weeks ago
London, Greater London, United Kingdom Apollo Private Wealth Full timeJoin Our Team as a Junior Wealth Management ConsultantApollo Private Wealth is on the lookout for motivated individuals who are either Level 4 qualified or actively pursuing their Level 4 certification to step into the role of Junior Wealth Management Consultant. This position is designed to offer the necessary support and mentorship to help you successfully...
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Wealth Management Specialist
5 days ago
London, Greater London, United Kingdom Gravity Private Wealth Full timeJob Description**About Gravity Private Wealth**Gravity Private Wealth is an international boutique investment advisory firm serving entrepreneurs, ultra-high net worth families, and institutions. We are fully independent and privately owned, offering a forward-looking and solutions-driven approach to wealth management.**Role Overview**As a Wealth Management...
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Private Wealth Advisor
3 weeks ago
London, Greater London, United Kingdom IDEX Consulting Ltd Full timePosition OverviewIDEX Consulting Ltd is seeking a skilled and knowledgeable Private Wealth Advisor to enhance our esteemed team.Role Highlights:In this essential position, you will contribute significantly to the ongoing achievements of our organization. Your primary responsibility will be to deliver specialized guidance on UK tax strategies for a select...
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Private Wealth Advisor
3 weeks ago
London, Greater London, United Kingdom IDEX Consulting Ltd Full timePosition OverviewIDEX Consulting Ltd is seeking a skilled and knowledgeable Private Wealth Advisor to enhance our esteemed team.Role Highlights:In this essential position, you will contribute significantly to the ongoing achievements of our organization. Your primary responsibility will be to deliver specialized guidance on UK tax strategies for a select...
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Associate Wealth Adviser
4 days ago
London, Greater London, United Kingdom Apollo Private Wealth Full timeAbout the RoleApollo Private Wealth is seeking a highly motivated and ambitious individual to join our team as an Associate Wealth Adviser. This role offers a unique opportunity to develop your skills and knowledge in wealth management, while working closely with experienced professionals.Key ResponsibilitiesSupport the development of your business skills...
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Associate Wealth Adviser
4 days ago
London, Greater London, United Kingdom Apollo Private Wealth Full timeAbout the RoleApollo Private Wealth is seeking a highly motivated and ambitious individual to join our team as an Associate Wealth Adviser. This role offers a unique opportunity to develop your skills and knowledge in wealth management, while working closely with experienced professionals.Key ResponsibilitiesSupport the development of your business skills...
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Experienced Financial Advisor
4 days ago
London, Greater London, United Kingdom Apollo Private Wealth Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Advisor to join our team at Apollo Private Wealth. As a key member of our wealth management team, you will be responsible for providing exceptional client service and delivering tailored financial solutions to our high net worth clients.Key ResponsibilitiesDevelop and implement...