High Net Worth Insurance Portfolio Manager

Key ResponsibilitiesYou will need to be confident dealing with high net worth individuals and sourcing insurance from the UK's leading providers for clients with properties that have previously been flooded, high sum insureds, previous subsidence issues, or UK or overseas holiday homes.Negotiate and source insurance for high net worth individuals.

This is a fantastic opportunity to become part of Cryer Baker Recruitment Ltd.'s esteemed team as a High Net Worth Insurance Specialist. The company prides itself on delivering exceptional service to its clients and fostering a supportive and career-oriented work environment.Due to the business's rapid growth, there is an urgent need to appoint an additional...

About UsLewis Insurance Recruitment is a leading insurance recruitment agency, specializing in placing talented professionals within the high net worth sector.

Portfolio Management OpportunityLevitate Recruitment is partnering with a top accounting firm in Central London to find a senior tax professional who can manage high-net-worth private client portfolios. The ideal candidate will have experience in compliance, team management, and planning projects.Responsibilities:Managing junior staff and ensuring timely...

Job Summary: We are currently seeking a highly skilled High Net Worth Client Manager to join our team at Armstrong Knight. The successful candidate will be responsible for managing a portfolio of high net worth individuals, partners, and business directors, providing expert tax advice and guidance to ensure they meet their complex tax obligations. Key...

**Job Title:** High Net Worth Business Development Director**Contract:** Permanent**Salary Circa:** £60,000 + bonus**Location:** LondonThe role offers an exciting opportunity to drive new business and promote products in the high net worth market. As a key member of our team, you will be responsible for establishing effective relationships with clients and...

Arbuthnot Latham is seeking a highly skilled High Net Worth Client Relationship Manager to join its Private Banking team in London. As a High Net Worth Client Relationship Manager, you will be responsible for managing a portfolio of high net worth clients and developing relationships with key stakeholders.Responsibilities:Manage and develop a portfolio of...

Role OverviewA prestigious brokerage, Stride Resource Management Ltd, is seeking a dynamic professional to join their elite team. As an Executive for High Net Worth Portfolio Development, your primary mission will be to drive the growth of the brokerage by leveraging your well-established network within exclusive circles.

A challenging role has arisen for a Private Banker to join our client's team in Central London.The successful candidate will have the opportunity to work with high-net-worth clients, providing bespoke banking solutions and managing their portfolios to ensure optimal performance and client satisfaction.Key Responsibilities:Client Relationship Management:...

Join us at Artemis Recruitment Consultants Ltd as a Financial Adviser and capitalize on the growth of the Private Client sector! As a key player in our team, you will be responsible for contacting high-net-worth individuals, assessing their financial needs, and introducing a portfolio of investment products.Responsibilities:Contacting high-net-worth leads...

About the OpportunityWe are excited to offer a Private Client Account Manager position within our Private Clients team at Howden.As a key member of our team, you will be responsible for managing a portfolio of high-net-worth clients, providing exceptional service, and identifying opportunities for growth.You will work closely with colleagues to develop and...

Role OverviewWe are seeking a highly entrepreneurial individual to join our team as a Private Client Director. This role involves qualifying and scheduling face-to-face appointments with high-net-worth leads, meeting with prospective clients to gather new business, and working closely with portfolio management and client service groups.

Are you a seasoned tax professional looking to take your career to the next level? We have an exciting opportunity for a High Net Worth Tax Manager to join our client's top-tier private client tax department in London.About the RoleAs a High Net Worth Tax Manager, you will be responsible for driving personal tax advisory work for both existing and...

About the RoleWe are seeking an experienced High Net Worth Investor Relations Manager to join our team at Fisher Investments Europe. As a Private Client Director, you will be responsible for connecting with high-net-worth individuals to schedule face-to-face appointments, gathering new clients and assets for the firm.This role involves making warm initial...

Senior Private Banker RoleWe are seeking a seasoned Senior Private Banker to join our team at Ateca Consulting in London, UK. As a key member of our organization, you will be responsible for managing client portfolios to ensure optimal performance and satisfaction.Responsibilities:Develop and implement strategic business plans to attract and retain high...

**About the Role**We are seeking an experienced High Net Worth Tax Manager to join our respected private client tax team at Pro-Tax Recruitment Limited. This is a fantastic opportunity to work with UK and international HNWIs on all areas of their income and capital taxation.About YouWe are looking for a qualified CTA/ACA professional with extensive...

Personal Tax Manager RoleWe are seeking an experienced Personal Tax Manager to join our mid-tier Accountancy firm in London. As a Personal Tax Manager, you will be responsible for a portfolio of high net worth private clients, handling compliance matters, administration, planning, and projects.Key ResponsibilitiesSelf-assessment tax returns for wealthy...

About the CompanyTechruiter has partnered with a pioneering startup that is revolutionizing how high-net-worth individuals manage their finance portfolios and achieve their life goals.The company was founded in 2017 by two credible tech entrepreneurs who have successfully created and sold several businesses, including companies that have generated over £Bn...

ROC Recruitment is seeking a highly skilled and organized private assistant to support an Ultra High Net Worth individual in the West-end of London.The ideal candidate will have exceptional organisational skills, attention to detail, and excellent communication skills.Responsibilities:Assist with planning itineraries, booking travel, and coordinating...

We are currently seeking an experienced Personal Tax Senior to join our team in London. This is a fantastic opportunity for a skilled tax professional to take on new challenges and develop their career.About the JobThis is a full-time, permanent position with a competitive salary and excellent benefits package. As a Personal Tax Senior, you will be...