Asset and Wealth Management Professional

4 weeks ago


London, Greater London, United Kingdom NCAA (National Collegiate Athletic Association) Full time
Job Title: Asset and Wealth Management Professional

We are seeking a highly skilled and experienced professional to join our team as an Asset and Wealth Management Professional. As a key member of our EMEA Alternatives Distribution team, you will be responsible for expanding and deepening our wealth partnerships for alternative investments.

Key Responsibilities:
  1. Identify new distributor relationships and support existing distributor relationships across EMEA.
  2. Collaborate with client coverage teams and drive alternative product sales by providing technical expertise to sales teams and directly to diligence teams and investment advisors.
  3. Develop and conduct training and education programs for distributors and their client advisors.
  4. Work closely with our Alternative Capital Formation team to ensure the most appropriate product specialist is brought into the client relationship as needed.
  5. Elevate the product proficiency/effectiveness of client coverage teams through content creation, ongoing training, communication, and the development of sales ideas and materials.
  6. Design and drive marketing campaigns, analyzing market positioning, crafting communication materials, and coordinating execution.
  7. Contribute to thought-leadership and content-generation initiatives.
  8. Work with the TPW leadership on TPW-wide projects.
Requirements:
  1. Strong presentation and communication skills.
  2. European languages preferable - Spanish, Italian, German, French.
  3. Knowledge of and high degree of intellectual curiosity on alternatives investment strategies.
  4. Experience with alternative investment sales.
  5. Excellent analytical, communication (written and oral), organizational, interpersonal skills and ability to work effectively with others.
  6. Attention to detail-proven experience of delivering high levels of accuracy.
  7. Strong organisational skills, with ability to multi-task and manage multiple projects with different deadlines.
  8. Motivated self-starter with excellent work ethic.
  9. Minimum of 8-10 years of experience in the asset management industry.


  • London, Greater London, United Kingdom Brookfield Asset Management Full time

    Job SummaryWe are seeking a highly skilled Asset Management Professional to join our team at Brookfield Asset Management. As a key member of our business development team, you will be responsible for developing and maintaining relationships with European financial institutions, digital investment platforms, and independent wealth managers.Key...


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

    Apollo Private Wealth is a leading wealth management firm based in London. We are seeking a skilled and ambitious Wealth Adviser to join our team.Your MissionOur mission is to provide exceptional client outcomes and deliver a highly personal service. We believe in the spirit of ownership and empowering our people to excel at the speed of their talent.Your...


  • London, Greater London, United Kingdom Titan Wealth Holdings Full time

    Senior Asset Management ProfessionalWealth Platform ExpertiseKey Responsibilities:Investigate and resolve client queries through Happy Fox, email, and phone with accurate and timely responses.Conduct root cause analysis for the transfers team lead and head of wealth operations.Support asset migrations, including leading smaller migrations, under the team...


  • London, Greater London, United Kingdom caia - Jobboard Full time

    Job Title: Asset and Wealth Management ProfessionalWe are seeking a highly skilled and experienced professional to join our team as an Asset and Wealth Management Professional. This role will be responsible for expanding and deepening our EMEA (Europe, Middle East, and Africa) Alternatives for Wealth business within the Asset Management Division.Key...


  • 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 be responsible for providing exceptional client service and building strong relationships with our clients. You will have a minimum of 2 years' experience in the financial services industry and hold a QCF...


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

    Your OpportunityApollo Private Wealth is seeking a highly motivated and experienced Financial Adviser to join our team. As a Wealth Adviser, you will have the opportunity to work with high net worth individuals and families, providing expert advice on investment management and wealth creation.We offer a comprehensive training and development program, as well...


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

    Your OpportunityApollo Private Wealth is seeking a highly motivated and experienced Financial Adviser to join our team. As a Wealth Adviser, you will have the opportunity to work with high net worth individuals and families, providing expert advice on investment management and wealth creation.We offer a comprehensive training and development program, as well...


  • London, Greater London, United Kingdom The Capital Markets Company GmbH Full time

    About The Capital Markets Company GmbHWe are a global technology and business consultancy, focused on the financial services sector. Our mission is to help our clients succeed in an ever-changing industry.We are passionate about innovation and creating lasting value for our clients and employees. Our culture is agile, diverse, entrepreneurial, inclusive, and...


  • London, Greater London, United Kingdom The Capital Markets Company GmbH Full time

    About The Capital Markets Company GmbHWe are a global technology and business consultancy, focused on the financial services sector. Our mission is to help our clients succeed in an ever-changing industry.We are passionate about innovation and creating lasting value for our clients and employees. Our culture is agile, diverse, entrepreneurial, inclusive, and...


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

    About the RoleApollo Private Wealth is seeking a highly motivated and experienced Wealth Adviser to join our team. As a Wealth Adviser, you will be responsible for providing exceptional client service and building strong relationships with our clients. You will have a minimum of 2 years' industry experience and a QCF Level 4 Diploma as a minimum. You will...


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

    About the RoleApollo Private Wealth is seeking a highly skilled and motivated Wealth Adviser to join our team. As a Wealth Adviser, you will be responsible for providing exceptional client service and delivering tailored financial solutions to our high net worth clients.Key ResponsibilitiesDevelop and maintain strong relationships with clients to understand...


  • London, Greater London, United Kingdom The Capital Markets Company GmbH Full time

    About the RoleWe are seeking an experienced Business Analyst to join our Wealth and Asset Management team. As a Business Analyst, you will work closely with stakeholders to identify and implement process improvements, drive change, and deliver high-quality results.Key Responsibilities:Partner with stakeholders to understand business needs and develop...


  • London, Greater London, United Kingdom Goldman Sachs Full time

    About the RoleWe are seeking a highly skilled and motivated Wealth Management Professional to join our team at Goldman Sachs. As a key member of our Private Wealth Management group, you will play a critical role in helping our clients achieve their financial goals.Key ResponsibilitiesWork closely with Private Wealth Advisors to develop and implement...


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

    Your Career PathApollo Private Wealth is committed to enabling you to excel in your career and feel comfortable bringing your whole self to the table. We have big ambitions for growth and believe that the diversity of our people fosters innovative thinking, enables us to better serve our clients, and creates a positive environment in which our colleagues...


  • London, Greater London, United Kingdom KPMG UK Full time

    Job Title: Manager - Wealth and Asset Management Tech TransformationWe are seeking an experienced Manager to join our Wealth and Asset Management Tech Transformation team at KPMG UK. As a Manager, you will be responsible for leading complex client engagements and delivering high-quality advice to clients in the Wealth and Asset Management sector.About the...


  • London, Greater London, United Kingdom KPMG UK Full time

    Job Title: Manager - Wealth and Asset Management Tech TransformationWe are seeking an experienced Manager to join our Wealth and Asset Management Tech Transformation team at KPMG UK. As a Manager, you will be responsible for leading complex client engagements and delivering high-quality advice to clients in the Wealth and Asset Management sector.About the...


  • London, Greater London, United Kingdom Citi Full time

    Citi's Global Wealth services are built upon three core capabilities: tailored lending to meet our clients' need for liquidity, access to some of the world's leading equity, fixed income and alternative investment managers, and an integrated holistic approach to family wealth management. As a Global Wealth Analyst, you will join a training program where you...


  • London, Greater London, United Kingdom St. James's Place Wealth Management Full time

    Job Title: Wealth Management AdministratorAbout the Role:We are seeking an experienced and adaptable PA / Administrator to join our team at St. James's Place Wealth Management. As a key member of our team, you will be responsible for managing all day-to-day operations of the business, including managing appointments and client review meetings, responding to...


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

    Your Career PathApollo Private Wealth is committed to helping you achieve your full potential in the field of wealth management. As an Associate Wealth Adviser, you will have the opportunity to work closely with experienced professionals and gain valuable skills and knowledge.We are looking for individuals with a strong motivation to develop their business...


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

    Your Career PathApollo Private Wealth is committed to helping you achieve your full potential in the field of wealth management. As an Associate Wealth Adviser, you will have the opportunity to work closely with experienced professionals and gain valuable skills and knowledge.We are looking for individuals with a strong motivation to develop their business...