High Net Worth Portfolio Manager Opportunity

Key ResponsibilitiesAs a High Net Worth Portfolio Executive at Stride Resource Management, you will be responsible for managing an established book of HNW insurance client accounts, inheriting a portfolio of high net worth individuals, including celebrities and sports personalities, following a thorough handover from a retiring colleague. You will work...

About the RoleThis role involves managing a portfolio of established high net worth insurance clients, inheriting from a retiring colleague after a comprehensive handover period.You will join a reputable independent insurance broking firm with a long trading history, built on strong client and staff relationships.

About the Role:This Senior Insurance Professional position offers an exciting opportunity to drive growth in the high net worth insurance division. As a hybrid working arrangement in London, this role involves managing a book of high and ultra-high net worth clients, driving business growth, and delivering exceptional customer service.Key Responsibilities...

About the Opportunity:As a seasoned Trust Manager at Creative Tax Recruitment, you will oversee the effective management and delivery of private client services for a prestigious firm in the City. This role offers the chance to manage a diverse portfolio of trusts, estates, and individual clients, while leading and mentoring a team of junior staff.Your...

Job SummaryThis is an exciting opportunity for a High Net Worth Client Manager to join our team at Barclays. You will be responsible for building and maintaining relationships with high net worth clients, providing them with tailored financial solutions, and managing their investment portfolios.You will work closely with other teams within the bank to...

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...

Company OverviewBuzzacott is a leading provider of tax and advisory services to high net worth individuals, families, and businesses. Our team of experts provides bespoke solutions to meet the unique needs of our clients.Salary: £120,000 - £150,000 per annumJob DescriptionWe are seeking an experienced Associate Director to join our Private Client team as a...

AP Executive is pleased to announce a rare opportunity for a High-Net-Worth Client Manager to join our team in the UK. As a key member of our private banking team, you will be responsible for managing a portfolio of high-net-worth clients and driving business growth through proactive relationship development.About the RoleThe successful candidate will have a...

African Market Banking OpportunitiesWe are looking for an experienced Private Banker to join our team in Central London. As a Private Banker, you will have the opportunity to develop and maintain long-term relationships with high-net-worth clients, providing tailored banking solutions and investment advice.The successful candidate will have a minimum of 3...

Armstrong Knight is a leading organization in the field of taxation and financial services. We are currently seeking a highly skilled High Net Worth Client Manager to join our team.About the Role:As a Senior Tax Consultant, you will be responsible for managing a portfolio of high net worth clients, including individuals, partners, and business directors....

MERJE is seeking an experienced High Net Worth Client Manager to join its team and drive business growth in the high net worth insurance division. In this role, you will be responsible for managing a book of high and ultra-high net worth clients, delivering exceptional customer service, and contributing to the company's ambitious growth targets.This is an...

Job OverviewCapi Recruitment is seeking a High Net Worth Property Lawyer to join its Residential Property team in London.This is an exciting opportunity to work on high-value and complex residential property transactions for prestigious clients.Key DutiesManage residential property transactions, including purchases, sales, and leases.Work closely with...

About the Role:We are looking for an experienced Tax Manager for High Net Worth Clients to join our team at Creative Tax Recruitment. This is an excellent opportunity for a tax professional to take on new challenges and advance their career in one of London's top tax practices.Job Description:Manage a complex portfolio of high net worth clients, including...

High-Value Client RelationshipsCazenove Capital's Wealth Planning Officers work closely with high-net-worth individuals, families, and charities to create tailored financial solutions.Job Description:The successful candidate will have extensive experience in advising high-net-worth individuals on wealth planning and tax strategies. Key responsibilities...

EJ Legal is seeking an experienced Head of High Net Worth Services to join their London office. As a key member of the firm's private wealth team, you will be responsible for delivering exceptional wealth management services to high net worth clients.With a salary of £275,000 - £375,000 per annum, plus benefits, this is an excellent opportunity for a...

Job Title: High Net Worth Tax ExpertPro-Tax is seeking an experienced tax professional to join our team as a High Net Worth Tax Expert. As a key member of our Private Client Tax department, you will be responsible for providing expert advice on complex tax matters to high-net-worth individuals and non-domiciled clients.Key Responsibilities:Provide strategic...

Our Private Client Team manages the tax affairs of high net worth individuals and their families, providing expert advice and solutions to complex tax challenges. We're seeking an experienced High Net Worth Individual Tax Specialist to join our team.As a trusted advisor, you'll oversee the tax affairs of high net worth individuals and their families,...

We are looking for a highly skilled Tax Manager for High Net Worth Individuals to join our private client tax practice in London. As a senior member of our team, you will be responsible for delivering tailored tax solutions to high-net-worth individuals, entrepreneurs, and families.The Job DescriptionIn this key position, you will oversee a diverse portfolio...

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...

About the RoleAs a Senior Private Client Tax Advisor, you will have responsibility for managing a portfolio of high net worth individuals, including non-doms, HNWIs, and offshore trusts. You will work closely with partners to advise on tax matters and prepare reports.Your duties will include overseeing the preparation of tax returns, liaising with HMRC, and...