High Net Worth Portfolio Manager

About the RoleThis role involves managing a portfolio of established high net worth insurance clients, inheriting from a retiring colleague after a comprehensive handover period.You will join a reputable independent insurance broking firm with a long trading history, built on strong client and staff relationships.

Portfolio Management OpportunityLevitate Recruitment is partnering with a top accounting firm in Central London to find a senior tax professional who can manage high-net-worth private client portfolios. The ideal candidate will have experience in compliance, team management, and planning projects.Responsibilities:Managing junior staff and ensuring timely...

Job Summary: We are currently seeking a highly skilled High Net Worth Client Manager to join our team at Armstrong Knight. The successful candidate will be responsible for managing a portfolio of high net worth individuals, partners, and business directors, providing expert tax advice and guidance to ensure they meet their complex tax obligations. Key...

Company OverviewBuzzacott is a leading provider of tax and advisory services to high net worth individuals, families, and businesses. Our team of experts provides bespoke solutions to meet the unique needs of our clients.Salary: £120,000 - £150,000 per annumJob DescriptionWe are seeking an experienced Associate Director to join our Private Client team as a...

**Role Description**Hanover is recruiting an experienced Investment Director to join its team. The successful candidate will have a strong background in wealth management, with a focus on client acquisition and portfolio management.The Investment Director will be responsible for driving growth and development, cultivating new client relationships, and...

Arbuthnot Latham is seeking a highly skilled High Net Worth Client Relationship Manager to join its Private Banking team in London. As a High Net Worth Client Relationship Manager, you will be responsible for managing a portfolio of high net worth clients and developing relationships with key stakeholders.Responsibilities:Manage and develop a portfolio of...

Role OverviewA prestigious brokerage, Stride Resource Management Ltd, is seeking a dynamic professional to join their elite team. As an Executive for High Net Worth Portfolio Development, your primary mission will be to drive the growth of the brokerage by leveraging your well-established network within exclusive circles.

Armstrong Knight is a leading organization in the field of taxation and financial services. We are currently seeking a highly skilled High Net Worth Client Manager to join our team.About the Role:As a Senior Tax Consultant, you will be responsible for managing a portfolio of high net worth clients, including individuals, partners, and business directors....

A challenging role has arisen for a Private Banker to join our client's team in Central London.The successful candidate will have the opportunity to work with high-net-worth clients, providing bespoke banking solutions and managing their portfolios to ensure optimal performance and client satisfaction.Key Responsibilities:Client Relationship Management:...

AP Executive is pleased to announce a rare opportunity for a High-Net-Worth Client Manager to join our team in the UK. As a key member of our private banking team, you will be responsible for managing a portfolio of high-net-worth clients and driving business growth through proactive relationship development.About the RoleThe successful candidate will have a...

African Market Banking OpportunitiesWe are looking for an experienced Private Banker to join our team in Central London. As a Private Banker, you will have the opportunity to develop and maintain long-term relationships with high-net-worth clients, providing tailored banking solutions and investment advice.The successful candidate will have a minimum of 3...

Role OverviewWe are seeking a highly entrepreneurial individual to join our team as a Private Client Director. This role involves qualifying and scheduling face-to-face appointments with high-net-worth leads, meeting with prospective clients to gather new business, and working closely with portfolio management and client service groups.

MERJE is seeking an experienced High Net Worth Client Manager to join its team and drive business growth in the high net worth insurance division. In this role, you will be responsible for managing a book of high and ultra-high net worth clients, delivering exceptional customer service, and contributing to the company's ambitious growth targets.This is an...

Are you a seasoned tax professional looking to take your career to the next level? We have an exciting opportunity for a High Net Worth Tax Manager to join our client's top-tier private client tax department in London.About the RoleAs a High Net Worth Tax Manager, you will be responsible for driving personal tax advisory work for both existing and...

Job OverviewCapi Recruitment is seeking a High Net Worth Property Lawyer to join its Residential Property team in London.This is an exciting opportunity to work on high-value and complex residential property transactions for prestigious clients.Key DutiesManage residential property transactions, including purchases, sales, and leases.Work closely with...

Personal Tax Specialist PositionAnson McCade is seeking a highly skilled Personal Tax Specialist to join our team. As a key member of our tax advisory team, you will provide expert advice on complex tax matters to our high net worth clients.This challenging and rewarding role involves managing a diverse portfolio of clients, developing innovative solutions...

About the RoleWe are seeking an experienced High Net Worth Investor Relations Manager to join our team at Fisher Investments Europe. As a Private Client Director, you will be responsible for connecting with high-net-worth individuals to schedule face-to-face appointments, gathering new clients and assets for the firm.This role involves making warm initial...

Senior Private Banker RoleWe are seeking a seasoned Senior Private Banker to join our team at Ateca Consulting in London, UK. As a key member of our organization, you will be responsible for managing client portfolios to ensure optimal performance and satisfaction.Responsibilities:Develop and implement strategic business plans to attract and retain high...

**About the Role**We are seeking an experienced High Net Worth Tax Manager to join our respected private client tax team at Pro-Tax Recruitment Limited. This is a fantastic opportunity to work with UK and international HNWIs on all areas of their income and capital taxation.About YouWe are looking for a qualified CTA/ACA professional with extensive...

**Company Overview**HFG is a leading insurer seeking an experienced Private Client Manager to join their team.The ideal candidate will have a strong background in client management within the high net worth/private client insurance sector, with expertise in handling non-standard risks.