Private Wealth Strategist
23 hours ago
We are currently looking for a talented Private Wealth Strategist to join our wealth management team at cer Financial Ltd. This is an exciting opportunity to work with high-net-worth individuals and families, providing bespoke financial solutions.
As a Private Wealth Strategist, you will be responsible for developing sales leads from internal sources, the bank, client referrals, and personal network. You will also be involved in onboard clients for private banking products and services and promoting client education in wealth management.
The ideal candidate will have a minimum of 10-12 years of experience as a Private Banker/Investment Advisor and possess exceptional client relationship management skills. Direct knowledge and experience of the African market (West Africa) is essential.
The salary for this position is £160,000 per annum, reflecting the company's commitment to offering competitive packages. We also offer bonuses and other benefits to our employees.
You will be part of a dynamic team working together to deliver exceptional results and exceed client expectations. If you are a motivated and ambitious professional looking for a new challenge, we encourage you to apply for this position.
-
Family Wealth Strategist
6 days ago
London, Greater London, United Kingdom Quilter Full timeJob OverviewThe successful candidate will play a pivotal role in shaping the future of Quilter Cheviot's business development and performance. Reporting to the Head of Accounts, this Family Wealth Strategist will be responsible for building the business plan for integrated financial planning and investment management services focused on private family wealth...
-
Wealth Management Professional
1 month ago
London, Greater London, United Kingdom Apollo Private Wealth Full timeApollo Private Wealth is a leading wealth management firm based in London. We are seeking a skilled and ambitious Wealth Adviser to join our team.Your MissionOur mission is to provide exceptional client outcomes and deliver a highly personal service. We believe in the spirit of ownership and empowering our people to excel at the speed of their talent.Your...
-
London, Greater London, United Kingdom Apollo Private Wealth Full timeAbout the RoleWe are seeking a highly motivated individual to join our team as an Associate Wealth Adviser. This role offers a unique opportunity for career advancement in wealth management, working closely with experienced Advisers to develop your skills and knowledge.Your MissionAs an Associate Adviser, you will support the completion of your Financial...
-
Senior Wealth Strategist
6 days ago
London, Greater London, United Kingdom Schroders Full timeAbout the RoleWe are seeking a Senior Wealth Strategist to join our team at Schroders. As a Senior Wealth Strategist, you will be responsible for managing high-value client relationships and delivering profitable wealth planning strategies.The ideal candidate will have experience in advising high-net-worth individuals on wealth planning and tax strategies,...
-
Holistic Wealth Manager Opportunity
4 weeks ago
London, Greater London, United Kingdom Apollo Private Wealth Full timeWealth Management OpportunityApollo Private Wealth is a dynamic and ambitious wealth management firm that offers a unique opportunity for experienced financial professionals to join our team and build a successful career.The ideal candidate will have a strong understanding of holistic financial planning, excellent communication skills, and be able to work...
-
Wealth Management Specialist
3 weeks ago
London, Greater London, United Kingdom Apollo Private Wealth Full timeUnlock Your Potential as a Wealth AdviserYour career is our top priority, and we're committed to helping you excel in the wealth management industry. If you have an entrepreneurial spirit, unwavering drive, and a strong motivation to develop your business, you might be the ideal candidate for this role.We offer extensive experience in developing individuals...
-
Wealth Planning Strategist
3 weeks ago
London, Greater London, United Kingdom Tate Full timeSalary: £45k to £50k plus discretionary bonus and excellent benefitsInnovative Wealth Planning Strategist sought for Tate, working closely with advisers, relationship managers, and stakeholders to craft comprehensive wealth planning strategies for high net worth individuals and families.This involves researching and monitoring solutions within the...
-
Global Wealth Management Strategist
6 days ago
London, Greater London, United Kingdom Mason Blake Full timeMason Blake is a leading investment management firm that requires a talented Global Wealth Management Strategist. The successful candidate will have 8+ years of experience in the investment management industry and a strong focus on global equity strategies.As a Global Wealth Management Strategist, the ideal candidate will be responsible for building strong...
-
Private Client Wealth Manager
2 weeks ago
London, Greater London, United Kingdom Tate Full timeTate seeks an experienced Wealth Planning StrategistRole Description:In this role, you will work with our team of experts to develop and implement comprehensive wealth planning strategies for high net worth individuals and families.Responsibilities include researching and monitoring solutions within our governance framework, identifying changes in...
-
Lead Wealth Strategist
4 weeks ago
London, Greater London, United Kingdom PIMCO Full timeAbout PIMCOPIMCO is a global leader in active fixed income, renowned for its expertise across public and private markets. With decades of experience navigating complex debt markets, we leverage our flexible capital base and deep relationships with issuers to provide innovative solutions for companies seeking financing and investors craving strong...
-
Private Client Advisor
3 weeks ago
London, Greater London, United Kingdom Apollo Private Wealth Full timeDevelop Your Skills as a Wealth AdviserWe're looking for a talented and ambitious individual to join our team as a Wealth Adviser. With a minimum of 2 years' industry experience and a QCF Level 4 Diploma, you'll have a solid foundation in financial services and sales.As a member of our team, you'll enjoy a competitive salary of £40,000-£60,000, depending...
-
Wealth Management Business Strategist
4 weeks ago
London, Greater London, United Kingdom Skybound Wealth Management Full timeWealth 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...
-
Experienced Financial Professional
4 weeks ago
London, Greater London, United Kingdom Apollo Private Wealth Full timeAbout the RoleWe are seeking a qualified and experienced Financial Adviser to join our team at Apollo Private Wealth. As a leading wealth management firm based in London, we pride ourselves on delivering exceptional client outcomes and providing a highly personal service of a partner-owned boutique.The ideal candidate will have a strong background in...
-
Growth and Marketing Strategist
3 days ago
London, Greater London, United Kingdom Private Equity Insights Full timeDrive Business Growth as a Growth and Marketing StrategistWe are seeking an experienced Growth and Marketing Strategist to join our team at Private Equity Insights, driving business growth through innovative marketing strategies.About Us:
-
Private Wealth Solicitor
3 weeks ago
London, Greater London, United Kingdom Forsters LLP Full timeWe are currently recruiting for an experienced Private Wealth Solicitor to join our busy team at Forsters LLP. As a key member of our Private Wealth team, you will play a critical role in providing expert legal advice and guidance to clients across various aspects of private wealth law.About the TeamOur Private Wealth team is highly respected in the...
-
Wealth Management Specialist
4 weeks ago
London, Greater London, United Kingdom Nova Wealth Full timeUnlock Your PotentialWe are seeking an experienced Financial Planner to join our dynamic team at Nova Wealth. As a key member of our team, you will play a vital role in shaping our advice delivery methods and driving business growth.About UsNova Wealth is a forward-thinking company that aims to revolutionize the financial advice industry in the UK. We...
-
Director of Private Wealth
3 weeks ago
London, Greater London, United Kingdom EJ Legal Full timeEJ Legal is delighted to be working exclusively with a top 20 UK law firm in their search for a Private Wealth Partner to join their expanding London office as Director of Private Wealth.About the RoleThe ideal candidate will have experience in private wealth and have a proven track record of success in a similar role. The estimated salary for this position...
-
Private Wealth Partner
22 hours ago
London, Greater London, United Kingdom TSR Legal Full timeWe are seeking a highly skilled Private Wealth Partner to join our Private Client team in London. As a key member of our team, you will be responsible for providing expert advice on private client/wealth matters, including IHT planning, wills, LPAs, and trust drafting.Key Responsibilities:Building and maintaining strong relationships with high net worth...
-
Experienced Financial Professional Sought
4 weeks ago
London, Greater London, United Kingdom Apollo Private Wealth Full timeJob DescriptionApollo Private Wealth is a leading wealth management firm that provides a highly personal service to private clients, families, and institutions. We are seeking an experienced financial adviser to join our team and help us deliver exceptional client outcomes.The ideal candidate will have a QCF Level 4 Diploma with at least 5 years' experience...
-
Private Wealth Lawyer
6 days ago
London, Greater London, United Kingdom ENL Legal Recruitment Full timeJob Title: Private Wealth LawyerWe are looking for an experienced Private Wealth Lawyer to join our team. The successful candidate will have a strong background in wealth management and estate planning.About the Role:Advise high net worth individuals on wealth preservation and succession planning strategies.Develop and implement tailored estate plans to meet...