HNW Portfolio Manager

Are you a seasoned HNW Business Owner Portfolio Manager looking for a new challenge? Howells Consulting Ltd is seeking an experienced professional to join their private client tax team.As a specialist in private client tax, you will advise UK and international HNWIs on all aspects of their income and capital taxation. You will also be responsible for...

IDEX Consulting is proud to partner with a leading global insurance broker to appoint a Risk and Healthcare Adviser based anywhere in the UK. This is a fantastic opportunity for someone looking to grow their career in the benefits space.About the RoleYour primary focus will be to manage a portfolio of HNW clients, providing tailored solutions across the full...

Job Description:We are seeking a skilled HNW Portfolio Strategist to join our team at Hanover, a leading Wealth Management firm. As a key member of our team, you will be responsible for delivering exceptional client service through effective client management and portfolio management.Key Responsibilities:Growth & Acquisition: Develop and execute strategies...

IDEX Consulting is seeking an Insurance Benefits Specialist to join our team as a Risk and Healthcare Consultant. As a key member of our team, you will be responsible for providing expert advice to HNW clients on insurance benefits and related matters.Your main responsibilities will include:Assessing client needs and providing tailored solutionsManaging...

In order to achieve their aims and continue their development, our client is looking for accomplished and proven Financial Planners who will benefit from a professional environment with dedicated support. As a Senior Finance Professional at Eden Resourcing, you will be responsible for managing and developing your portfolio of HNW clients, providing holistic...

We are seeking a highly skilled HNW Private Client Manager to join our team in Winchester. As a key member of our Personal Tax team, you will be responsible for managing a dynamic portfolio of HNW private clients, providing expert advice on personal tax compliance and capital taxes planning.This is a challenging and rewarding role that requires strong...

This is an exciting opportunity to work with a dynamic portfolio of HNW private clients, overseeing complex personal tax compliance matters and contributing to ad hoc capital taxes planning work.About the Role:Manage a diverse portfolio of HNW private clientsDevelop and maintain strong relationships with clientsOversee complex personal tax compliance...

Job DescriptionWe are seeking a highly skilled Strategic Portfolio Manager to manage relationships with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients for Hanover. This role involves designing and implementing client portfolios, conducting equity analysis, and actively engaging in internal investment discussions.Key Responsibilities:Manage and...

At Hanover, we are seeking a seasoned Senior Portfolio Manager to join our team of investment professionals.The ideal candidate will have proven experience in managing High Net Worth (HNW) and Ultra High Net Worth (UHNW) client portfolios, with a strong focus on client relationship management and portfolio construction. We offer a competitive salary package...

About the RoleHanover is seeking an experienced HNW Investment Expert to manage client relationships and support portfolio construction. The ideal candidate will have a strong understanding of investment strategies and be able to contribute to internal investment discussions.Responsibilities:Manage relationships with HNW and UHNW clientsSupport portfolio...

Howells Consulting Ltd is recruiting a HNW Trust Services Manager to join its Private Client team. As a Trust Manager, you will be responsible for overseeing a portfolio of trusts, their accounts, tax returns, and ongoing administration for high net worth landed families and rural business owners.The ideal candidate will have a strong background in trusts...

Job Opportunity at HanoverWe are seeking an experienced HNW Investment Professional to join our team as a key member in managing and deepening client relationships, contributing to portfolio construction, and participating in equity research and market analysis.Key Responsibilities:Manage and deepen high net worth (HNW) and ultra-high net worth (UHNW) client...

Howells Consulting Ltd is seeking a highly skilled Taxation Specialist to join their private client tax team. As a member of this team, you will be responsible for advising UK and international high net worth individuals (HNWIs) on all areas of their income and capital taxation.The ideal candidate will have extensive experience in private client tax and hold...

About the RoleStride Resource Management is seeking a highly skilled HNW Insurance Broker Specialist to manage an established book of HNW insurance client accounts. With a long trading history and a commitment to upholding honest values, our firm has built strong relationships with clients, some spanning over two decades. As a key member of our team, you...

About Us:Hanover is a prestigious wealth management firm committed to delivering exceptional service to our clients. We are dedicated to creating a supportive team culture and fostering a collaborative environment.Job Description:We are seeking a skilled Investment Manager to join our team. The successful candidate will be responsible for managing client...

Wealth Management OpportunityHanover is currently seeking an experienced Investment Manager to join its team. As a key member of the investment team, you will be responsible for managing HNW and UHNW client relationships and developing investment strategies tailored to their individual needs.Responsibilities will include:Managing and deepening relationships...

About the OpportunityThis is an exciting opportunity for a skilled Private Client Specialist to join our dynamic team. As a key member of our team, you will work closely with our clients to provide tailored advice on estate planning, Wills, LPAs, Probate, and Tax issues.Key Responsibilities:Manage a portfolio of HNW clients with diverse estate planning...

We are seeking a seasoned HNW Client Account Manager to join our team at Howells Consulting Ltd. As a HNW Client Account Manager, you will be responsible for advising HNW clients on trust accounting, trust taxation, administration, and ad hoc planning issues.This is an exciting opportunity to develop your skills and knowledge in a dynamic and supportive...

About the RoleWe are seeking an experienced Philanthropy Portfolio Manager to join our Advisory team, responsible for guiding and supporting high-net-worth individuals in their philanthropic endeavors. The ideal candidate will have a strong understanding of complex family dynamics, investments, and business management.Based in EMEA, you will report directly...

About the Firm:JK Legal is a leading law firm in London, specializing in media and entertainment law. We are seeking a highly skilled HNW Client Relationship Manager to join our team and help us develop our private client practice.As a HNW Client Relationship Manager, you will play a key role in developing and maintaining strong relationships with our high...