HNW Client Portfolio Manager

HNW Portfolio Specialist Role OverviewAt Hanover, we are seeking an experienced HNW Portfolio Specialist to manage client relationships, support portfolio construction, and contribute to the investment process through equity research and market analysis.Key Responsibilities:Manage and deepen relationships with HNW and UHNW clientsContribute to the design and...

Are you a seasoned HNW Business Owner Portfolio Manager looking for a new challenge? Howells Consulting Ltd is seeking an experienced professional to join their private client tax team.As a specialist in private client tax, you will advise UK and international HNWIs on all aspects of their income and capital taxation. You will also be responsible for...

Howells Consulting Ltd is seeking a highly skilled Taxation Specialist to join their private client tax team. As a member of this team, you will be responsible for advising UK and international high net worth individuals (HNWIs) on all areas of their income and capital taxation.The ideal candidate will have extensive experience in private client tax and hold...

Strategic Client Growth SpecialistWe are seeking an experienced Investment Director to join our team at BWD Search. This is a fantastic opportunity for a seasoned investment professional to work with a leading investment management firm in the UK.Client Relationship Management: The successful candidate will be responsible for strengthening long-term...

HNW Investment SpecialistHanover is seeking an experienced HNW Investment Specialist to manage client relationships, support portfolio construction, and contribute to the investment process through equity research and market analysis.Role Overview:The ideal candidate will have a proven track record of managing HNW client portfolios, strong client...

**HNW Investment Professional Wanted!**Hanover is currently seeking an experienced investment professional to join our team as an HNW Investment Professional. This exciting opportunity allows you to work closely with high net worth clients and develop your skills in portfolio management.**Role Overview:**As an HNW Investment Professional, you will be...

Job Description:Deliver full-range financial planning advice to sophisticated HNW ClientsDevelop and grow the portfolio with internal introducersUtilise the wide-ranging Investment Management model to cater to diverse client needs

Our client, a leading recruitment agency, is seeking an experienced Account Handler to join their Private Clients team in London.The role involves managing a portfolio of High Net Worth (HNW) private clients, including Fine Art and contents risks. You will be responsible for broking new business and renewals to the market, obtaining the best terms, and...

At Cameron James, we are seeking a skilled Insurance Account Handler to join our Private Clients team, specializing in arranging insurances for HNW individuals and commercial clients across the UK and abroad.Key Responsibilities:Service our clients' existing portfolio of personal insurances for HNW individuals and private clients.Provide technical expertise...

Job Title: Senior Relationship Manager - GCC HNW/UHNW ClientsJob Description:The Senior Relationship Manager will join an established team within a highly regarded Retail bank, focusing on clients and contacts within the GCC. The role involves supporting the delivery of the Wealth Management/Private Banking strategy and objectives, managing and expanding the...

As a leading professional in private client tax, you will have the opportunity to advise high-net-worth individuals and families on all aspects of their income and capital taxation. The role involves managing a portfolio of clients and providing expert guidance on complex tax matters.Key ResponsibilitiesManaging a portfolio of HNW clients as their key point...

We are seeking an experienced Financial Planner to join our team at Eden Resourcing. In this role, you will be responsible for managing and developing a portfolio of high net worth clients, providing them with bespoke wealth management services and ensuring their financial growth and security.The ideal candidate will have achieved Chartered Status and...

Job Summary: We are seeking an experienced Paraplanner to provide technical support to our adviser on a one-on-one basis, dealing with HNW clients and their communications.Key Responsibilities:Carrying out technical research in preparation for client meetings.Identifying suitable solutions to meet the needs of HNW clients.Drafting recommendation...

We are seeking an experienced Trust Manager to oversee a portfolio of trusts, their accounts, tax returns, and ongoing administration for our clients. The role requires excellent communication and relationship management skills, as well as strong trusts technical knowledge and experience of completing/reviewing trust accounts and returns. Key...

Company OverviewOur small, highly professional IFA business is based in the Bank/Liverpool St area and we are looking for an experienced Paraplanner to join our team.We offer a competitive salary of £70,000-£90,000 per annum, depending on experience, and a supportive work environment.The role involves providing technical support to the adviser, dealing...

Salary: £80,000 - £120,000 per annumThis exciting opportunity as an Independent Financial Advisor is available due to the expansion of our client's business. As a key member of the team, you will be responsible for delivering holistic Financial Planning solutions to HNW Clients based in Central London.

We are seeking an experienced Trust Manager to oversee a portfolio of trusts, their accounts, tax returns, and ongoing administration.The ideal candidate will have strong trusts technical knowledge and experience of completing/reviewing trust accounts and returns.As a key member of the Private Client offering, the Trust Manager will work closely with...

About This OpportunityWe are seeking a seasoned HNW Account Manager - Insurance Brokerage with a proven track record in the HNW and UHNW sectors. Your exceptional interpersonal and communication skills will enable you to build and maintain relationships with discerning clients.

Chadwick Nott is looking for an experienced HNW Client Services Specialist to join their private client team. The ideal candidate will have a strong background in providing exceptional service to high-net-worth clients and possess excellent communication and client care skills.The role involves working with the private client team to advise on wills, trusts,...

About the RoleWe are seeking a highly skilled HNW Tax Planning Specialist to join our Private Client team at Howells Consulting Ltd. The role involves working closely with directors and partners to provide tax and trusts planning advice to high net worth individuals and their families. You will oversee a portfolio of offshore and onshore trusts, including...