Wealth Propositions 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,...

Private Wealth StrategistWe are currently looking for a talented Private Wealth Strategist to join our wealth management team at cer Financial Ltd. This is an exciting opportunity to work with high-net-worth individuals and families, providing bespoke financial solutions.As a Private Wealth Strategist, you will be responsible for developing sales leads from...

Job Title: Chief Wealth StrategistCER FINANCIAL LTD is seeking an experienced Chief Wealth Strategist to join their team on a permanent basis.About the Role:Work with Head of Private Banking to develop the teams business strategyAchieve revenue growth and expand the customer baseRequirements:Extensive experience in wealth managementStrong leadership and...

BWD Search & Selection is seeking a Private Wealth Proposition Lead to develop and deliver innovative solutions for high net worth individuals. In this role, you will work closely with internal teams to design and deliver bespoke propositions that meet the unique needs of private clients.Key responsibilities include:Collaborating with internal teams to...

About the RoleWe are seeking a talented Technical Proposition Strategist to join our Protection Proposition team at Royal London. As a key member of our team, you will provide technical expertise and insight to support the design of product/proposition and their supporting literature, technical documents, and marketing communications.Your responsibilities...

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...

About Our Job OpportunityWe are looking for a highly skilled BI Analysis Manager to join our team at Michael Page (UK). As a Business Proposition Strategist, you will play a key role in developing and implementing new value propositions that drive business growth and meet customer needs.Main Responsibilities:Developing New Value Propositions:Design and...

**Job Summary:** We are seeking an experienced Asset Management Product Proposition Strategist to join our team at Jigsaw Financial. As an Asset Management Product Proposition Strategist, you will play a key role in developing innovative product propositions that meet the evolving needs of our customers.This role requires a deep understanding of asset...

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...

Job DescriptionWe are seeking a highly skilled Energy Propositions Strategist to join our team at So Energy. This is an exciting opportunity to take ownership of our proposition management and development strategies, ensuring alignment with our ambitious net zero goals.About the RoleThe successful candidate will have a track record of successfully taking new...

Wealth Management Firm Seeks Experienced ProfessionalA leading national Wealth Management firm is seeking a seasoned Family Wealth Strategist to lead and drive two key propositions: Private Family Wealth and Divorce/Family Law Wealth Services.The successful candidate will have a proven track record in the HNW private wealth or family law sector, with strong...

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...

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...

BWD Search & Selection is seeking a Senior Commercial Strategist HNW to develop and deliver strategic propositions that cater to the high-net-worth segment. As a seasoned professional with extensive experience in wealth management, you will be instrumental in driving business growth and delivering excellent client outcomes. About the Role:This position...

We have an exciting opportunity at Mason Blake for a Wealth Management Propositions Lead to spearhead strategic initiatives and drive growth in our Financial Planning and Investment Management business. Responsibilities:Work with distribution teams to develop a cohesive propositions strategy, fostering growth and meeting customer demands.Design and...

Job DescriptionThis is an exciting opportunity for a skilled Product Reporting Manager to join Schroders Personal Wealth. As a Product Reporting Manager, you will lead the design, development, and implementation of a new product reporting framework across Schroders Personal Wealth Products. You will establish key performance indicators (KPIs) and metrics to...

Wealth Management and Financial Planning ExpertAFH Wealth Management is seeking a seasoned financial planner to join our team as a self-employed or employed adviser.In this role, you will work closely with clients to understand their financial needs and develop tailored solutions to help them achieve their goals.This position offers flexible working...

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...

Job DescriptionWe are seeking a highly skilled Financial Planning Proposition Lead to join our Wealth Management team at Quilter plc. This is a fantastic opportunity to lead the development of our Financial Planning proposition and contribute to the success of our business.About the RoleThe successful candidate will be responsible for maintaining current...

About the PositionThe Crédit Agricole Group is seeking an Asset Service Representative to join its Client Proposition team.In this role, you will be responsible for developing and managing Amundi's value proposition for the Wealth & Distribution segment.ResponsibilitiesDevelop a deep understanding of the wealth and fund distribution landscape.Translate this...