Investment Wealth Manager

OverviewLOM Financial Group - Wealth Management is a leading global investment firm, headquartered in Bermuda and operating in various international locations. With a strong presence in the Bahamas, Grand Cayman, and the UK, we offer comprehensive wealth management services to high net worth clients worldwide.

Job DescriptionKey Responsibilities:• Achieve established targets for new clients, net portfolio growth, assets and revenues;• Build new relationships/clients through networking and cold calling;• Develop existing relationships, increase client investment in LOM products and maximise commercial outcomes for LOM;• Provide clients with expert financial...

Job DescriptionJob Title: Associate Financial Planning DirectorReports to: Private Client DirectorKey Responsibilities:Client Relationships: Maintain and develop strong relationships with existing clients, providing exceptional service and identifying opportunities for growth.Financial Planning: Support the development of comprehensive financial plans that...

About the Role:We are looking for an Independent Investment Manager to join our team at IDEX Consulting. As a UK Wealth Management Advisor, you will be responsible for providing independent financial planning and investment management services throughout the UK.Key Responsibilities:Develop and implement comprehensive investment strategies for clients.Monitor...

About SchrodersWe are a global investment manager helping institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.Job OverviewWe have an exciting opportunity for an Investment Management Associate to join our Wealth Management division known as Cazenove Capital. As...

Cazenove Capital, a division of Schroders, is seeking an experienced Investment Portfolio Assistant Manager to join our Wealth Management team. This role offers a unique opportunity for a driven and ambitious professional to contribute to the delivery of exceptional client service and investment management.About Cazenove CapitalWe are one of the largest...

Job Title: Financial Paraplanner - Wealth Management ExpertJob Summary: We are seeking an experienced Paraplanner to join our team in Edinburgh. As a key member of our wealth management firm, you will be responsible for preparing Suitability Reports, liaising with product providers, and assisting in due diligence reviews.Key Responsibilities:Preparation of...

Job Description:We are seeking a highly skilled and experienced UK Wealth Management Advisor to join our team at IDEX Consulting. As an Independent Financial Adviser, you will be responsible for providing independent financial planning and investment management services throughout the UK.Key Responsibilities:Work closely with clients to understand their...

We are seeking a skilled Wealth Management Data Administrator to join our team at IDEX Consulting in Edinburgh.Job DescriptionThis role involves accurate and timely processing of client static data changes, including address updates, bank details modifications, ongoing fee adjustments, and online access maintenance.The successful candidate will be...

About the RoleWe are seeking a highly skilled Strategic Financial Planning Manager to join our team at Seven Investment Management LLP.Job SummaryThis is an exciting opportunity for a motivated and experienced individual to take on a challenging role in financial planning, where you will be responsible for delivering high-quality advice to clients. As a key...

About the Role:At abrdn, our purpose is to enable our clients to be better investors. We are seeking an experienced Investment Director - Quantitative Solutions to join our Quantitative Index Solutions (QIS) team.Key Responsibilities:• Manage funds using an established investment process and platform in line with client requirements.• Regular portfolio...

We are seeking a skilled Client Support Specialist to join our team at IDEX Consulting in Edinburgh. The ideal candidate will have previous experience in a Wealth Management business, with a strong understanding of investment products, wrappers, and platforms.Accurate and timely processing of client data changes, including address updates, bank detail...

Embracing a mission-driven approach, we're seeking a seasoned investment leader to spearhead investments that drive sustainable community growth across Scotland.About the RoleThis exciting opportunity within our Investment Origination team requires an experienced professional with a proven track record in place-based investments. You'll collaborate closely...

LOM Financial Group - Wealth Management is a leading full-service investment firm with regulated affiliates in the Cayman Islands and the Bahamas.We are headquartered in Bermuda, with offices in the Bahamas, Grand Cayman, and the UK, offering a global presence to meet client needs.Our Investment Advisors source, build, and advise upon portfolios of assets...

Job Overview:Willis Towers Watson's Investments line of business provides investment advisory and delegated services to Pension funds, Sovereign Wealth Funds, Endowments, Foundations and Charities and Wealth Managers across the globe. It has its history steeped in actuarial and pension fund advisory and has grown over the past two decades into one of the...

Job DescriptionDeloitte is seeking a Senior Consultant to join our Investment and Wealth Management team. As a Senior Consultant, you will be responsible for providing test advisory and delivery services to our clients in the investment and wealth management industry.Key Responsibilities:Executing testing for large and complex investment and wealth...

Avaloq, a leading provider of wealth management technology and services, is seeking a skilled Senior Software Engineer. This role plays a vital part in our global expansion, with around 2,500 colleagues across 12 countries and over 160 clients worldwide.We are responsible for delivering high-quality solutions to our clients, including private banks, wealth...

About UsWe are Lloyds Banking Group, a leading financial services provider.Job DescriptionAs a Senior Wealth Manager at Lloyds Banking Group, you will play a key role in managing our clients' wealth. The successful candidate will have excellent communication and interpersonal skills, with the ability to work effectively in a team environment.Key...

About the RoleThe Investment Management and Wealth Consulting practice at Deloitte is seeking a talented Consultant to join our team. As a Consultant, you will work closely with industry specialists to deliver client work that meets and exceeds expectations. This will involve building upon your existing industry knowledge, taking a leading role on projects,...

About the RoleWe are seeking a highly skilled and experienced Senior Financial Planning Consultant to join our team. As a key member of our Client Relationship Team, you will play a critical role in supporting our team to achieve business objectives and drive growth.ResponsibilitiesSupport Private Client Directors in achieving financial, strategic, and...