Private Wealth Manager

6 days ago

London, Greater London, United Kingdom SGS Société Générale de Surveillance SA Full time

Job Summary

We are seeking a highly skilled and experienced Private Wealth Manager to join our team at SGS Société Générale de Surveillance SA. As a Private Wealth Manager, you will be responsible for developing and managing relationships with high net worth individuals, providing expert wealth planning advice and investment strategies to help them achieve their financial goals.

Key Responsibilities

  • Client Relationship Management
    • Develop and maintain strong relationships with high net worth individuals, understanding their financial goals and objectives.
    • Provide expert wealth planning advice and investment strategies to help clients achieve their financial goals.
  • Business Development
    • Identify and pursue new business opportunities to grow the client base and increase revenue.
    • Develop and implement effective sales strategies to meet or exceed financial targets.
  • Risk Management
    • Ensure that all client relationships are managed in accordance with regulatory requirements and internal policies.
    • Identify and mitigate potential risks associated with client relationships.
  • Team Collaboration
    • Work closely with other Private Wealth Managers and support staff to achieve team goals and objectives.
    • Provide coaching and guidance to less experienced team members.

Requirements

  • Education
    • Bachelor's degree in Finance, Economics, or a related field.
  • Experience
    • Minimum 5 years of experience in private wealth management or a related field.
  • Skills
    • Strong knowledge of financial markets, products, and regulations.
    • Excellent communication and interpersonal skills.
    • Ability to work in a fast-paced environment and meet deadlines.

What We Offer

SGS Société Générale de Surveillance SA offers a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and experienced Private Wealth Manager looking for a new challenge, please submit your application.

  • Private Wealth Advisor

    7 days ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    About the RoleWe are seeking a highly motivated and detail-oriented individual to join our team as a Financial Services Associate. As a key member of our team, you will play a pivotal role in supporting our Advisers through the delivery of suitability reports and the acquisition of prospective clients.Key Responsibilities:Produce comprehensive, accurate, and...

  • Wealth Management Advisor

    7 days ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    Are you a Level 4 qualified professional looking to kickstart your career in Financial Planning? Do you want to work closely with experienced Advisers and learn on the job? We offer a comprehensive training and development program to help you build a successful career in Wealth Advice.You will have a strong motivation to develop your business, a natural...

  • Wealth Management Professional

    6 days ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    About 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...

  • Wealth Management Professional

    4 days ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    About 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...

  • Wealth Management Specialist

    4 days ago

    London, Greater London, United Kingdom Gravity Private Wealth Full time

    Job 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...

  • Wealth Management Specialist

    4 days ago

    London, Greater London, United Kingdom Gravity Private Wealth Full time

    Job 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...

  • Junior Wealth Management Consultant

    3 weeks ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    Join 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...

  • Wealth Management Specialist

    5 days ago

    London, Greater London, United Kingdom Gravity Private Wealth Full time

    Job 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...

  • Experienced Wealth Management Advisor

    3 weeks ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    Outstanding 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...

  • Wealth Management Specialist

    3 days ago

    London, Greater London, United Kingdom Gravity Private Wealth Full time

    Job 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...

  • Wealth Management Specialist

    3 days ago

    London, Greater London, United Kingdom Gravity Private Wealth Full time

    Job 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...

  • Experienced Financial Advisor

    3 weeks ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    About 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...

  • Associate Wealth Adviser

    4 days ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    About 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...

  • Associate Wealth Adviser

    5 days ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    About 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...

  • Private Client Advisor

    4 days ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    About 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...

  • Private Client Advisor

    6 days ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    About 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...

  • Private Client Associate

    4 days ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    About the RoleApollo Private Wealth is seeking a highly motivated and ambitious individual to join our team as a Private Client Associate - Financial Planning. As a key member of our team, you will play a pivotal role in supporting our Advisers through the delivery of suitability reports and the acquisition of prospective clients.Key Responsibilities:Produce...

  • Private Client Associate

    6 days ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    About the RoleApollo Private Wealth is seeking a highly motivated and ambitious individual to join our team as a Private Client Associate - Financial Planning. As a key member of our team, you will play a pivotal role in supporting our Advisers through the delivery of suitability reports and the acquisition of prospective clients.Key Responsibilities:Produce...

  • Private Client Associate

    1 month ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    Your mission Private Client Associates play a pivotal role in supporting our Advisers through the delivery of suitability reports and the acquisition of prospective clients. Every advice event requires an SJP compliant advice set and PCAs (Private Client Associate) are crucial 'quality control' gatekeepers . They position our service to prospective clients...

  • Private Wealth Manager

    7 days ago

    London, Greater London, United Kingdom Pantheon Full time

    Job SummaryPantheon is a leading private markets investment firm with a reputation for innovation and expertise. We are seeking a highly skilled and experienced professional to join our Private Wealth team as a Senior Associate.About the RoleAs a Senior Associate, you will be responsible for leading our relationships with independent wealth management firms,...