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...

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...

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...

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...

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.

Wealth Management OpportunitiesAt Hanover, we are seeking a talented Business Development Manager to join our team. As a key member of our wealth management division, you will be responsible for building strong relationships with financial advisers in London and the South East region. Your primary focus will be on expanding our network of adviser...

We are seeking an Asset Distribution Strategist to join our Client Proposition team, where you will play a key role in shaping Amundi's value proposition for the Wealth & Distribution segment. As a member of this team, you will develop a deep understanding of the wealth and fund distribution landscape, including market dynamics and opportunities.In this...

About the RoleCitigroup Inc. is seeking an experienced Risk Management Strategist to join its Wealth Credit Management team in Citi Global Wealth.This senior-level position will play a critical role in the execution of the Securities-Based Lending (SBL) Transformation project, a key initiative aimed at simplifying and accelerating the origination and...

About the RoleWe are seeking a highly skilled Financial Strategist to join our team at mbf, a rapidly growing FinTech company dedicated to redefining personal finance. As a key member of our Wealth Planning department, you will be responsible for building strong relationships with our Ultra High Net Worth (UHNW) clients, providing personalized financial...

About the PositionWe are seeking a Lead Data Strategist to spearhead the growth of our Data Practice. As a senior leader, you will be responsible for developing and executing strategic plans to drive business expansion.Main ResponsibilitiesIdentify and pursue high-value business development opportunities.Develop and maintain strategic client...

As a Digital Content Strategist, you will be responsible for shaping our social media strategy across various platforms, deciding what will be posted on Instagram, TikTok, WhatsApp, LinkedIn, Pinterest, and more.We are looking for someone with a wealth of ideas on how to best make our brand shine on social media alongside driving traffic.This role offers a...

About the RoleAs a Financial Strategist at mbf, you will play a crucial part in shaping the financial futures of our high net worth clients. This exciting opportunity allows you to leverage your expertise in sophisticated wealth planning to deliver tailored solutions that meet their unique needs.Key responsibilities include building strong relationships with...

Overview20Twenty Search is a specialist recruitment firm focused on private equity and venture capital. Our team has extensive expertise in deep-tech sectors, particularly artificial intelligence.About the RoleWe are seeking a Fundraising Strategist with experience in institutional fundraising and relationship-building within institutional investors or...

Job OverviewWe are seeking a Vice President / Executive Director to expand our EMEA Alternatives for Wealth business within the Asset Management Division.

Kureos is seeking a dynamic Senior Product Strategist to lead our wealth management and financial product governance initiatives.The ideal candidate will have proven experience in product management within FinTech/SaaS start-ups or scale-ups, with expertise in financial product governance, AI/ML innovation, and client collaboration.We are looking for a...