High Net Worth Financial Advisor
3 weeks ago
Sang Zarrin is a top-tier financial institution that offers tailored financial solutions to high-net-worth individuals. As a Private Banker, you will be responsible for building and nurturing strong relationships with clients, analyzing their financial situations, goals, and risk tolerance to develop personalized investment strategies.
You will also present comprehensive investment proposals and recommendations, collaborate with a team of experts, and stay updated on market trends and regulatory changes to provide the best advice to clients.
Key Responsibilities:
- Client Relationship Management: Build and nurture strong relationships with high-net-worth individuals, offering exceptional client service and personalized financial solutions.
- Financial Analysis: Analyze clients' financial situations, goals, and risk tolerance to develop tailored investment strategies.
- Investment Proposal Presentation: Present comprehensive investment proposals and recommendations, showcasing your expertise and knowledge of financial markets.
- Team Collaboration: Collaborate with a team of experts including wealth planners, investment specialists, and product managers to deliver a holistic and integrated approach to wealth management.
- Market Trends and Regulatory Compliance: Continuously stay updated on market trends, investment products, and regulatory changes to provide the best advice to clients.
-
High Net Worth Financial Advisor UK
3 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeJob Summary: High net worth individuals seek a trusted financial advisor to manage their wealth and provide expert guidance on investments, retirement planning, and more. At Financial Divisions, we're looking for a skilled and experienced financial advisor to join our team as a Senior Wealth Manager. If you have 3+ years of experience in financial planning...
-
High Net Worth Financial Advisor
4 weeks ago
London, Greater London, United Kingdom Schroders Full timeJob DescriptionThis High Net Worth Financial Advisor role involves providing financial advice to new and existing clients, covering all aspects of their lives. You will be responsible for identifying profitable opportunities and developing strategies to meet their goals and objectives.You will need to possess excellent knowledge of wealth planning...
-
High Net Worth Client Advisor
3 weeks ago
London, Greater London, United Kingdom mbf Full timeAbout the CompanyOur client is a leading international investment advisory firm dedicated to helping high-net-worth clients achieve their long-term financial goals. They pride themselves on a transparent, client-first approach and provide exceptional support and resources to ensure their advisors succeed.Job DescriptionThis is a fully remote financial...
-
Ultra High Net Worth Client Advisor
3 weeks ago
London, Greater London, United Kingdom Undisclosed Full timeJoin our client's team as an Ultra High Net Worth Client Advisor and play a critical role in shaping the future of financial services.This is a unique opportunity to work with a highly entrepreneurial firm that is disrupting the Private Wealth Asset manager space using cutting-edge technology and data-driven insights.About the RoleAs an Ultra High Net Worth...
-
High Net Worth Advisor
6 days ago
London, Greater London, United Kingdom eNL Full timeeNL is seeking an experienced High Net Worth Advisor to join our team.The successful candidate will be responsible for providing expert advice on succession planning, tax, trusts, wills, and estate management to a range of high net worth clients. You will work closely alongside the firm's Agricultural team to advise Landed Estates and farming families on...
-
High Net Worth Client Advisor
3 weeks ago
London, Greater London, United Kingdom Ateca Consulting Full timeJob SummaryWe are currently seeking a highly experienced High Net Worth Client Advisor to join our team in Switzerland.The ideal candidate will have expertise in managing relationships with high net worth individual investors and a strong network of contacts in the industry.Responsibilities will include expanding the bank's presence in key markets,...
-
High Net Worth Financial Planner
3 weeks ago
London, Greater London, United Kingdom Eden Resourcing Full timeJob DescriptionWe are seeking a High Net Worth Financial Planner to join our team at Eden Resourcing. As a High Net Worth Financial Planner, you will be responsible for developing and implementing financial plans for high net worth clients, ensuring their financial goals are met.The ideal candidate will have a proven track record in financial planning and...
-
High Net Worth Mortgage Consultant
3 weeks ago
London, Greater London, United Kingdom P10 Financial Group Full timeP10 Financial Group is a leading provider of financial services, and we're currently seeking a High Net Worth Mortgage Consultant to join our team. As a Senior Mortgage Financing Specialist, you'll work closely with high net worth individuals and businesses to provide expert advice on mortgage applications.Your responsibilities will include assessing client...
-
High-Net-Worth Client Advisor
2 weeks ago
London, Greater London, United Kingdom EJ Legal Full timeWe are looking for a skilled High-Net-Worth Client Advisor to join our team, providing expert guidance to individuals and families on complex financial matters.The ideal candidate will have a deep understanding of financial markets, excellent communication skills, and the ability to work under pressure.We offer a competitive salary of £85,000 - £115,000...
-
High Net Worth Mortgage Advisor
3 weeks ago
London, Greater London, United Kingdom Premier Jobs UK Limited Full timeA High Net Worth Mortgage Advisor role is available in West London, offering the opportunity to work with high income and high net worth individuals. As a specialist in new build mortgages, you will be responsible for advising clients on their mortgage options and identifying opportunities to increase their wealth.The role is based in Hammersmith, West...
-
London, Greater London, United Kingdom IDEX Consulting Ltd Full timeJob Title: Chartered Financial Planner**About the Role:**We are seeking an experienced and highly skilled Chartered Financial Advisor to join our team in London. As a key member of our team, you will inherit a high-value client book cultivated over 40 years, comprising 115 households with approximately £100 million AUM.**Key Responsibilities:**- Provide...
-
High Net Worth Private Wealth Advisor
3 weeks ago
London, Greater London, United Kingdom Cyan Partners Full timeCompany ProfileCyan Partners is a forward-thinking firm dedicated to providing expert advice to high net worth individuals and families. Our team of experienced professionals works collaboratively to deliver tailored solutions that meet the unique needs of each client.Estimated Salary RangeThe estimated annual salary for this role is £120,000 - £200,000,...
-
High Net Worth Financial Advisor
3 weeks ago
London, Greater London, United Kingdom mbf Full timeAbout MBF:We are a leading wealth management firm based in London, committed to delivering personalized financial solutions to high net worth individuals. Our company's legacy spans over a century, characterized by a strong track record of professionalism and integrity within the industry.Job Profile:We are seeking an accomplished Wealth Planner to join our...
-
High Net Worth Investment Advisor
2 weeks ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeAre you a motivated and results-driven individual with a passion for finance? Do you have a strong sales background and exceptional interpersonal communication skills?Job Description:As a High Net Worth Investment Advisor at Artemis Recruitment Consultants Ltd in London, you will be responsible for contacting high-net-worth individuals, arranging meetings,...
-
High Net Worth Tax Advisor
7 days ago
London, Greater London, United Kingdom Armstrong Knight Full timeAbout the OpportunityWe are looking for a highly motivated High Net Worth Tax Advisor to join our team at Armstrong Knight. As a key member of our senior management team, you will be responsible for managing a portfolio of high net worth individuals and businesses.Key ResponsibilitiesPreparation of complex tax returns for high net worth individuals and...
-
High-Net-Worth Client Advisor, Balkan Markets
3 weeks ago
London, Greater London, United Kingdom Delta Executive Search Full timeAbout the OpportunityEstimated Salary: €180,000 - €280,000 per yearHigh-Net-Worth Client Advisor sought for Balkan Markets.This is a unique opportunity to join a leading financial institution and develop your skills in private banking and wealth management.You will be responsible for developing and managing a diverse portfolio of high-net-worth clients...
-
Senior High Net Worth Advisor
2 weeks ago
London, Greater London, United Kingdom Cyan Partners Full timeOur firm has an exceptional reputation for providing top-tier legal services to high net worth individuals and families.We are seeking a skilled Senior High Net Worth Advisor to join our team in London. This is an excellent opportunity to work with a unique and prestigious firm that advises clients on all aspects of their legal affairs.The ideal candidate...
-
High Net Worth Financial Partner
3 weeks ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time**Career Opportunity:**We are seeking a motivated and results-driven High Net Worth Financial Partner to join our team at Artemis Recruitment Consultants Ltd. in London.As a successful candidate, you will have the opportunity to work with a leading wealth management firm, provide expert advice to high-net-worth clients, and develop a solid financial...
-
High Net Worth Adviser
3 weeks ago
London, Greater London, United Kingdom mbf Full timeAbout the Company:mbf is a pioneering FinTech firm committed to transforming the way individuals manage their finances. We strive to create a seamless experience that prioritizes transparency, efficiency, and personal fulfillment.Job Summary:As a Wealth Planner, you will be responsible for developing and executing customized financial plans for our high net...
-
High Net Worth Portfolio Manager Opportunity
2 weeks ago
London, Greater London, United Kingdom IDEX Consulting Full timeJob Title: Senior Advisor Role for Chartered Financial ExpertsLocation: SussexJob Type: Full-timeAbout the CompanyIDEX Consulting is a leading Financial Planning practice in Sussex, dedicated to providing expert financial advice to our high net worth clients.Job SummaryWe are seeking a senior, Chartered Financial Advisor to join our team, who can lead by...