HNW 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...

IDEX Consulting is proud to partner with a leading global insurance broker to appoint a Risk and Healthcare Adviser based anywhere in the UK. This is a fantastic opportunity for someone looking to grow their career in the benefits space.About the RoleYour primary focus will be to manage a portfolio of HNW clients, providing tailored solutions across the full...

**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...

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...

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 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

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...

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.

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...

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...

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...

About the RoleTate Recruitment is seeking a highly skilled HNW Financial Advisor to join our team. As a key member of our wealth planning team, you will be responsible for creating and implementing bespoke financial plans for high net worth individuals and families.Key ResponsibilitiesDevelop and implement comprehensive financial plans for HNW clients.Work...

Are you a highly organized and detail-oriented professional seeking a challenging role as an Executive Assistant in a High Net Worth (HNW) environment? GradBay is looking for an exceptional individual to provide administrative support to CEOs across our group companies.About the RoleThis is a fantastic opportunity for someone who can effectively manage...

JK Legal is seeking a highly skilled HNN Wealth Management Expert to join their team. The ideal candidate will have experience in wealth management, with a strong focus on agriculture and rural property.The role will involve working with HNW & UHNW individuals and privately owned businesses, as well as handling renewable energy work and agricultural...

Company OverviewBWD Search is a leading recruitment agency specializing in placing experienced professionals with top-tier investment management firms.This role presents an exceptional opportunity for a seasoned Investment Director to join our client's team, leveraging their expertise to drive business growth and deliver unparalleled service to...

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...

Private Banker/Wealth Manager OpportunityAteca Consulting is seeking an experienced Private Banker/Wealth Manager to join their team in London. This role offers a unique chance to work with high-net-worth clients at a top-tier institution.Key Requirements:5-10 years of experience in private banking or wealth managementProven ability to manage client...

QED Legal invites applications from accomplished Private Client Lawyers/Partners to join our dynamic team. As a leading provider of Private Client services, we serve high net worth individuals from across the UK and offer a clear pathway to becoming a Director in the short term.The successful candidate will possess a strong track record in Private Client...

About This OpportunityLawes Insurance Recruitment is seeking a skilled HNW & Commercial Account Specialist to drive business growth and expand our client base. As a key member of our team, you will design and implement insurance programmes that meet clients' needs and provide exceptional customer service.Key ResponsibilitiesSuccessfully convert new business...