Senior Wealth Strategist

About 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,...

Job 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...

Salary: £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...

Mason 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...

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...

Company OverviewThe National Collegiate Athletic Association (NCAA) is a premier organization that fosters athletic excellence and academic success for its member institutions. Our Asset and Wealth Management division plays a vital role in helping clients achieve their financial goals.We drive growth through a focus on our people, clients, and cutting-edge...

About 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...

Job DescriptionThis is an exciting opportunity for a skilled Product Reporting Manager to join Schroders Personal Wealth. As a Product Reporting Manager, you will lead the design, development, and implementation of a new product reporting framework across Schroders Personal Wealth Products. You will establish key performance indicators (KPIs) and metrics to...

Job Summary: We are looking for a highly motivated Senior Machine Learning Scientist to join our team at Wealth Dynamix. As a key member of the team, you will be responsible for leading the data science function, developing AI models, and implementing data pipelines to drive business growth and improve client outcomes. Your technical expertise in AI, machine...

Tate 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...

Job Description:We are seeking a highly experienced and skilled Senior Tax Strategist to join our team at Burton Bolton & Rose Recruitment Services Ltd.About the Role:This is a challenging opportunity for a seasoned professional looking to take on a leadership role in tax management. As a Senior Tax Strategist, you will be responsible for managing a large...

Job Overview:A key role within the Blayze Group's expanding International Wealth Management team is available for a highly experienced Transfer Pricing Associate Director.Company Overview:The Blayze Group is a well-established and reputable wealth management company seeking to expand its services with skilled professionals. This position offers an exciting...

Job Title: Senior Reward StrategistCatalyst Partners is seeking a highly skilled Senior Reward Strategist to join their team in London. This pivotal role entails overseeing the organisation's compensation and rewards programs.

Job OverviewWe are seeking an experienced Senior Global Product Strategist to join our team in London.About the RoleThe successful candidate will be responsible for managing the needs of 65+ business entities that utilise GMS-approved funds and ETFs in GPB&W, including Global Private Banking, Retail Wealth, Insurance, and Hang Seng.Key ResponsibilitiesDrive...

Senior Brand Strategist OpportunityHarnham has partnered with a leading Market Research company to find an experienced Senior Brand Strategist to join their expanding team in Central London. The company is committed to inclusivity and supporting workers' professional and personal growth.Key Responsibilities:- Deliver research projects that meet client...

Job Title:Digital Marketing StrategistAbout the Role:We are seeking a skilled Digital Marketing Strategist to join our team in London. As the leading European ETF provider, Amundi is committed to empowering clients with the right investment decisions.The successful candidate will be responsible for shaping the digital wealth partnerships' overall roadmap and...

Company OverviewWe are Eden Resourcing, a leading recruitment agency specialising in high-end finance and wealth management roles. Our clients are innovative and expanding Wealth Management firms seeking to enhance their offering to High Net Worth (HNW) Clients.

Unlock Your Potential as a Senior Wealth AdvisorWe are seeking an exceptional Senior Wealth Advisor to join our highly regarded Wealth and Succession team at Howard Kennedy LLP. As a key member of our Private Client department, you will play a vital role in helping High Net Worth/Ultra High Net Worth individuals, their families, and advisors with their tax...

Unlock Your Potential as a Senior Proposal StrategistGartner, a leading research and advisory company, is seeking an experienced Senior Proposal Strategist to join its team. This is an exciting opportunity to work with a talented group of professionals who are passionate about delivering high-quality proposals that drive business growth.As a Senior Proposal...

About the RoleWe are seeking an experienced Senior Event Strategist to join our team in London. This is a fully on-site role, 5 days a week.As a Senior Event Strategist, you will lead the strategy and management of events from planning through to post-event analysis. You will develop and implement innovative strategies to enhance customer engagement at...