Current jobs related to Wealth Management Specialist - London, Greater London - Gravity Private Wealth

  • Wealth Management Associate

    3 weeks ago

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

    Associate Wealth Manager RoleWe are seeking a highly motivated and organized individual to join our team as an Associate Wealth Manager. This is an exciting opportunity for someone looking to take their career in wealth management to the next level.As an Associate Wealth Manager, you will work closely with our Senior Wealth Managers and their teams to...

  • Wealth Management Associate

    3 weeks ago

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

    Associate Wealth Manager RoleWe are seeking a highly motivated and organized individual to join our team as an Associate Wealth Manager. This is an exciting opportunity for someone looking to take their career in wealth management to the next level.As an Associate Wealth Manager, you will work closely with our Senior Wealth Managers and their teams to...

  • Wealth Management Professional

    4 weeks ago

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

    Opportunity for a Servicing AdvisorWe are seeking a highly skilled and experienced Financial Advisor to join our team at AAG Wealth Management. As a Servicing Advisor, you will be responsible for managing a client portfolio of up to 200 clients, providing exceptional customer service, and delivering high-quality financial advice.Key Responsibilities:Manage a...

  • Wealth Management Specialist

    1 month ago

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

    Job Title: Wealth Management AdvisorGravity Private Wealth is seeking a highly skilled Wealth Management Advisor to join our team. As a Wealth Management Advisor, you will be responsible for providing expert financial advice and personalized investment strategies to help clients achieve their financial goals.Key Responsibilities:Business Development:...

  • Wealth Management Specialist

    1 month ago

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

    Job Title: Wealth Management AdvisorGravity Private Wealth is seeking a highly skilled Wealth Management Advisor to join our team. As a Wealth Management Advisor, you will be responsible for providing expert financial advice and personalized investment strategies to help clients achieve their financial goals.Key Responsibilities:Business Development:...

  • Wealth Management Specialist

    3 weeks ago

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

    Job Title: Wealth Management AdvisorGravity Private Wealth is seeking a highly skilled 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 Responsibilities:Business Development: Originate, manage...

  • Wealth Management Specialist

    3 weeks ago

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

    Job Title: Wealth Management AdvisorGravity Private Wealth is seeking a highly skilled 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 Responsibilities:Business Development: Originate, manage...

  • Wealth Management Administrator

    1 week ago

    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...

  • Administrative Support Specialist

    1 week ago

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

    Job Summary: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 operations team, you will be responsible for managing all day-to-day activities, including appointments, client review meetings, and responding to client inquiries.Key Responsibilities:* Manage...

  • Wealth Management Associate

    4 weeks ago

    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...

  • Wealth Management Associate

    4 weeks ago

    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...

  • Wealth Management Associate

    2 weeks 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 Wealth Management Associate. As a key member of our team, you will play a crucial role in supporting our experienced Advisers and developing your skills in financial planning and wealth management.As a Wealth Management Associate, you will have...

  • Wealth Management Professional

    2 months 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

    2 months 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...

  • Financial Planning Specialist

    2 weeks ago

    London, Greater London, United Kingdom Fiorito Wealth Management Full time

    As a Financial Planning Specialist at Fiorito Wealth Management, you will play a key role in helping clients create clear financial plans for their future. You will join a team of specialists within Private Bank and Wealth Management, providing bespoke planning and investment advice that helps clients achieve their financial goals and work towards their...

  • Wealth Management Professional

    1 week 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 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...

  • Wealth Management Advisor

    1 month ago

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

    Job Title: Wealth Management AdvisorGravity Private Wealth is seeking a highly skilled Wealth Management Advisor to join our team. As a Wealth Management Advisor, you will be responsible for providing expert financial advice and personalized investment strategies to help clients achieve their financial goals.Key Responsibilities:Originate, manage and...

  • Wealth Management Advisor

    1 month ago

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

    Job Title: Wealth Management AdvisorGravity Private Wealth is seeking a highly skilled Wealth Management Advisor to join our team. As a Wealth Management Advisor, you will be responsible for providing expert financial advice and personalized investment strategies to help clients achieve their financial goals.Key Responsibilities:Originate, manage and...

  • Wealth Management Professional

    1 month ago

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

    Your Career OpportunityApollo Private Wealth is committed to empowering individuals to excel in their careers and achieve their goals. We are seeking a qualified and experienced Wealth Adviser to join our team and contribute to our mission of delivering exceptional client outcomes.About the RoleThis is a challenging and rewarding opportunity for a motivated...

  • Wealth Management Professional

    1 month ago

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

    Your Career OpportunityApollo Private Wealth is committed to empowering individuals to excel in their careers and achieve their goals. We are seeking a qualified and experienced Wealth Adviser to join our team and contribute to our mission of delivering exceptional client outcomes.About the RoleThis is a challenging and rewarding opportunity for a motivated...

Wealth Management Specialist

2 months 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 Management Advisor to join our team. As a key member of our team, you will provide expert financial advice and personalized investment strategies to help clients achieve their financial goals.

**Key Responsibilities**

  • **Business Development**
    • Originate, manage and maintain a high-net-worth client portfolio, offering comprehensive financial advice, solutions, and services tailored to meet our clients' wealth management needs.
    • Develop and implement a business development strategy to expand the client base, focusing on wealth management products and services.
    • Build and maintain strong relationships with both new and existing clients, providing exceptional client service and ensuring long-term client retention.
  • **Investment Management**
    • Collaborate with the Investment Manager to monitor and review investment performance, providing regular reports and updates to clients.
    • Stay updated with industry trends, market activities, and competitors, ensuring that the office's operations align with industry best practices.
    • Conduct regular reviews with clients to assess their risk profile and progress towards their financial goals, making necessary adjustments as needed.
    • Oversee the onboarding process for new clients, ensuring a smooth transition and a comprehensive understanding of their financial goals and needs.
  • **Team Collaboration and Leadership**
    • Collaborate with internal teams to ensure the seamless delivery of products and services to clients, leveraging the firm's resources and expertise.
    • Foster a positive office culture that promotes teamwork, employee engagement, and a high level of customer service.
    • Implement risk management strategies to mitigate financial and operational risks, ensuring compliance with relevant laws and regulations.

**Requirements**

  • Educational Background: A bachelor's degree in Finance, Business Administration, or a related field. A Master's degree or relevant certifications (e.g., CFA, CFP) would be a plus.
  • Work Experience: At least 10 years of experience in wealth management, with significant experience in a leadership role, ideally with international exposure.
  • Client Relationship Management: Proven track record of managing and growing high-net-worth client relationships.
  • Market Knowledge: Strong understanding of financial markets and investment strategies.
  • Leadership Skills: Excellent leadership and team management skills.
  • Communication Skills: Strong communication skills, with the ability to clearly understand clients' financial goals and convey financial concepts effectively.
  • Organizational Skills: Strong organizational skills with the ability to multitask effectively.
  • Professionalism: Ability to handle sensitive information with discretion and maintain a high level of professionalism.

**Compensation**

Salary: Competitive salary, commensurate with experience.

Bonuses: Performance-based bonus.

Career Growth: Opportunities for advancement within the firm, based on performance and contribution to the team's success.