Wealth and Asset Management Specialist

1 week ago


London, Greater London, United Kingdom Wavestone Full time
Wealth and Asset Management Opportunity
Are you an expert in wealth and asset management looking for a new challenge? Do you have a proven track record of delivering successful projects in this field? If so, we have an exciting opportunity for you to join our team as a Wealth and Asset Management Specialist at Wavestone.

About the Role
This role involves working closely with our FTSE100 clients on various advisory projects, leveraging your expertise to address challenges and opportunities across their organizations. You will lead the development of the Financial Services practice, focusing on industry knowledge and experience, drive business development through complex proposals, sales, and project delivery, and build and maintain strong relationships with high-level clients in the investment and technology sector.

Responsibilities
- Develop and implement strategic plans to grow the Financial Services practice
- Collaborate with cross-functional teams to deliver high-quality advisory projects
- Build and maintain relationships with key clients and stakeholders

Requirements
- 5+ years of experience in wealth and asset management consulting or equivalent role
- Strong understanding of financial services regulations and trends
- Excellent communication and interpersonal skills

Compensation and Benefits
- Competitive salary: £140,000 per annum
- Bonus scheme based on individual and company performance
- Comprehensive benefits package, including income protection insurance, company pension, private health and dental cover, life insurance, and company share scheme

About Wavestone
Wavestone is a leading global transformation consulting firm known for navigating critical challenges and driving sustainable growth. We aim to deliver lasting change that positively impacts customers, communities, and society. Our journey is defined by a true team spirit, where support, encouragement, and motivation are the keystones of our collaborative environment.

Location
Our office is located in the heart of the city of London.

  • London, Greater London, United Kingdom LOM Financial Group - Wealth Management Full time

    Company OverviewLOM Financial Group is a prominent, full-service investment firm based in Bermuda, with affiliations in the Cayman Islands and the Bahamas. Our organization boasts a significant global presence, with offices in the Bahamas, Grand Cayman, and the UK.Salary and BenefitsThe compensation package for this position is highly competitive, ranging...


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

    AAG Wealth ManagementOur company prides itself on its culture and provides a holistic approach to wealth management. We have experienced significant growth, with over £800 million in Funds Under Management (FUM). Our Financial Education division and Mortgages team offer exceptional service.This opportunity is ideal for individuals seeking to advance their...


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

    About the RoleWe are seeking a highly motivated and ambitious 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 a key member of our team, you will be working alongside a Senior Wealth Manager and their growing team to provide...


  • London, Greater London, United Kingdom Tanager Wealth Management Full time

    We Are GrowingTanager Wealth Management is a fast-growing business that provides financial planning and investment management services to Anglo-American households in the UK and the USA. We specialize in helping transatlantic families and US-connected people with diverse financial planning, investment management, and tax needs.About the RoleThis role...


  • London, Greater London, United Kingdom Enver Wealth Management Ltd. Full time

    Enver Wealth Management Ltd. is committed to helping talented individuals achieve their career goals as Trainee Financial Advisors. With our comprehensive training program and competitive compensation package, you can develop a successful career in wealth management. Our goal is to empower you with the skills and knowledge necessary to excel in this field...


  • London, Greater London, United Kingdom LOM Financial Group - Wealth Management Full time

    Key ResponsibilitiesAn experienced Wealth Creation Advisor will be responsible for providing expert financial advice and planning, including investments, banking products, and credit, to our international clientele.Salary InformationThe estimated annual salary range for this role is $150,000 - $400,000+, commensurate with experience and assets under...


  • London, Greater London, United Kingdom Hamlyn Williams Full time

    **Job Title:** Wealth and Asset Management Internal Audit Specialist**About the Company:Hamlyn Williams is a leading consultancy firm based in London, specializing in financial services and wealth management. We are seeking an experienced and skilled Wealth and Asset Management Internal Audit Specialist to join our team.**Responsibilities:**Manage and...


  • London, Greater London, United Kingdom Skybound Wealth Management Full time

    We are looking for a motivated and results-driven Wealth Management Development Manager to join our team at Skybound Wealth Management. In this role, you will play a key part in driving business growth and expanding our presence in the wealth management sector.The main focus of this position is to identify and pursue new business opportunities, developing...


  • London, Greater London, United Kingdom Enver Wealth Management Ltd. Full time

    Wealth Management TraineeEnver Wealth Management Ltd. is seeking a talented and driven Wealth Management Trainee to join our dynamic team in Kingsway, London.This is an exceptional opportunity for someone looking to break into the wealth management industry, with a clear vision for career growth and a desire to help clients achieve their financial goals.As a...


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

    About UsWe are a leading FTSE 100 UK Wealth Management company distributing a range of investment and retirement products and financial solutions to a high net worth client base. With funds under management exceeding £160 billion, we offer a comprehensive Training and Development programme.This Associate Wealth Manager role is perfect for ambitious...


  • London, Greater London, United Kingdom AFH Wealth Management Full time

    Wealth Management and Financial Planning ExpertAFH Wealth Management is seeking a seasoned financial planner to join our team as a self-employed or employed adviser.In this role, you will work closely with clients to understand their financial needs and develop tailored solutions to help them achieve their goals.This position offers flexible working...


  • London, Greater London, United Kingdom Skybound Wealth Management Full time

    Wealth Management Business OpportunityAt Skybound Wealth Management, we are seeking a highly skilled Business Development Executive to join our team. This role offers a unique chance to build a new career in wealth management and provide exceptional service to high net worth expat clients.The main focus of this position is to strategically target and...


  • London, Greater London, United Kingdom LOM Financial Group - Wealth Management Full time

    Job OverviewWe are seeking an experienced Financial Wealth Manager to join our team at LOM Financial Group - Wealth Management.


  • London, Greater London, United Kingdom Skybound Wealth Management Full time

    Job OverviewSkybound Wealth Management is seeking a talented Business Development Manager to join our team. As a Business Development Manager, you will play a crucial role in driving business growth and revenue expansion.Main ResponsibilitiesTo identify and pursue new business opportunities and lead generationTo develop and maintain relationships with key...


  • London, Greater London, United Kingdom Wavestone Full time

    About the Role:The successful candidate will have solid foundations in consulting skills with significant experience in external client-facing consulting or equivalent roles within the wealth and asset management sector.Key Responsibilities:Industry Knowledge and Experience: Demonstrate in-depth expertise in the Financial Services sector to support the...


  • London, Greater London, United Kingdom Grant Thornton (UK) Full time

    Wealth and Asset Management TAX - Associate DirectorCompany OverviewGrant Thornton UK LLP is a leading professional services firm with a global network of 73,000 people in over 150 countries.We are a team of independent thinkers who put quality, inclusion, and integrity first. We are personal, proactive, and agile.Job DescriptionThe Financial Services Tax...


  • London, Greater London, United Kingdom Enver Wealth Management Ltd. Full time

    Salary and BenefitsThe estimated annual salary for this role is £27,500, depending on experience.We provide an estimated salary of £25,000 - £30,000 per year, depending on experience.Enver Wealth Management offers both employed and self-employed positions for the right candidates.


  • London, Greater London, United Kingdom Tanager Wealth Management Full time

    We are seeking a highly organized and detail-focused individual to join our client services team as a Client Services Associate. This role requires a strong understanding of financial services, including AML & KYC, and the ability to work effectively in a fast-paced environment.About the RoleAs a Client Services Associate, you will be responsible for...


  • London, Greater London, United Kingdom caia - Jobboard Full time

    About the RoleWe are seeking a highly skilled professional to join our team as a Vice President / Executive Director, responsible for expanding our EMEA (Europe, Middle East, and Africa) Alternatives for Wealth business within the Asset Management Division.The ideal candidate will have a strong background in alternative investment sales and be able to work...


  • London, Greater London, United Kingdom Enver Wealth Management Ltd. Full time

    About Enver Wealth Management Ltd.At Enver Wealth Management Ltd., we pride ourselves on providing comprehensive financial solutions to individuals and families. Our experienced team of financial planners works closely with clients to understand their unique needs and goals.We are currently seeking a Financial Advisor to join our team in Kingsway, London....