UHNW Portfolio Specialist

Role OverviewNigel James Associates Ltd is delighted to partner with a leading global financial services company to secure a Director-level appointment within their financial planning team. This exceptional opportunity offers the chance to take over a significant client portfolio, consisting of high net worth (HNW) and ultra-high net worth (UHNW) clients....

Role OverviewNigel James Associates Ltd is delighted to partner with a leading global financial services company to secure a Director-level appointment within their financial planning team. This exceptional opportunity offers the chance to take over a significant client portfolio, consisting of high net worth (HNW) and ultra-high net worth (UHNW) clients....

Job DescriptionRole SummaryWe are seeking a highly skilled EMEA Economist and Portfolio Strategist to join our team at Portfolio Verlag. As a key member of our portfolio management team, you will be responsible for conducting research and analysis to inform investment decisions and develop strategic recommendations.Key ResponsibilitiesConduct in-depth...

Job SummaryWe are seeking an experienced Client Advisor/Team Expansion Specialist to join our team at Cooper White Group. As a key member of our team, you will be responsible for acquiring and maintaining new High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients in the UK market.Key ResponsibilitiesDevelop and execute strategies to acquire new HNW and...

Job SummaryWe are seeking an experienced Client Advisor/Team Expansion Specialist to join our team at Cooper White Group. As a key member of our team, you will be responsible for acquiring and maintaining new High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients in the UK market.Key ResponsibilitiesDevelop and execute strategies to acquire new HNW and...

Job Title: Senior Portfolio ManagerWe are seeking an experienced Senior Portfolio Manager to join our team at Achieve Professionals. As a key member of our Financial Department, you will be responsible for overseeing Investment Portfolio operations and ensuring the financial well-being of our clients.Main Responsibilities:Portfolio Management: Develop and...

Job Title: Senior Portfolio ManagerWe are seeking an experienced Senior Portfolio Manager to join our team at Achieve Professionals. As a key member of our Financial Department, you will be responsible for overseeing Investment Portfolio operations and ensuring the financial well-being of our clients.Main Responsibilities:Portfolio Management: Develop and...

About The Portfolio GroupWe are a leading payroll recruitment agency and the number one rated agency on Trustpilot. With 36 years of experience and a strong presence in the UK market, we offer a unique opportunity for a Business Development Manager to join our team.The RoleAs a Business Development Manager, you will be responsible for building new...

Job OverviewVictus Search is seeking a seasoned Property Manager to oversee a growing global property portfolio on behalf of a European-based UHNW Family. The ideal candidate will possess a strong background in property management, with a proven track record of ensuring high standards of maintenance and regulatory compliance across multiple properties...

We are seeking a seasoned Property Portfolio Manager to oversee the global residential properties of a prominent European-based UHNW Family. The successful candidate will be responsible for ensuring the highest standards of service and maintenance across the portfolio, leveraging their expertise in property management and real estate regulations.Key...

We are seeking a seasoned Property Portfolio Manager to oversee the global residential properties of a prominent European-based UHNW Family. The successful candidate will be responsible for ensuring the highest standards of service and maintenance across the portfolio, leveraging their expertise in property management and real estate regulations.Key...

We are seeking a seasoned professional to lead the management of a global luxury property portfolio on behalf of a prominent European-based UHNW family. The ideal candidate will possess a deep understanding of the luxury real estate market and have a proven track record of delivering exceptional results in a high-pressure environment.Key...

We are seeking a seasoned professional to lead the management of a global luxury property portfolio on behalf of a prominent European-based UHNW family. The ideal candidate will possess a deep understanding of the luxury real estate market and have a proven track record of delivering exceptional results in a high-pressure environment.Key...

Job DescriptionWe are seeking a highly skilled Portfolio Analyst to join our team at Undisclosed, a leading FinTech firm in the Private Wealth space. As a Portfolio Analyst, you will play a key role in assisting our clients with their financial planning and investment solutions.Our company is a pioneer in the use of technology and data to deliver...

Job DescriptionWe are seeking a highly skilled Portfolio Analyst to join our team at Undisclosed, a leading FinTech firm in the Private Wealth space. As a Portfolio Analyst, you will play a key role in assisting our clients with their financial planning and investment solutions.Our company is a pioneer in the use of technology and data to deliver...

About JJ Search LimitedWe are a leading recruitment agency specializing in financial services.Job DescriptionThe ClientOur client is a highly successful Investment Management and Wealth Management firm.The RoleThis is a 14-month fixed-term contract role.The Portfolio Risk Specialist will be part of the Front Office team, ensuring that positive outcomes are...

About the RoleWe are working with a growing FinTech firm in London who deliver institutional solutions to highly sophisticated private investors.They are looking to hire at analyst and associate level into their growing client facing financial planning and investment solutions team.This is one of the most exciting and impressive FinTechs that have launched...

About the RoleJob Title: Portfolio Risk SpecialistCompany: JJ Search LimitedLocation: Remote (Flexible)Job Type: Full-timeSalary: £45,000 - £55,000 per annumJob Description:Job SummaryWe are seeking an experienced Portfolio Risk Specialist to join our team at JJ Search Limited. As a Portfolio Risk Specialist, you will play a critical role in ensuring the...

About the RoleJob Title: Portfolio Risk SpecialistCompany: JJ Search LimitedLocation: Remote (Flexible)Job Type: Full-timeSalary: £45,000 - £55,000 per annumJob Description:Job SummaryWe are seeking an experienced Portfolio Risk Specialist to join our team at JJ Search Limited. As a Portfolio Risk Specialist, you will play a critical role in ensuring the...

Job Title: Portfolio Finance SpecialistCompany: Trace - Expert Accountancy RecruitmentJob Type: Full-timeLocation: LondonJob Description:We are seeking a highly skilled Portfolio Finance Specialist to join our team. As a Portfolio Finance Specialist, you will be responsible for reviewing and approving portfolio company data, monitoring and reviewing trading...