High Net Worth Client Manager
3 weeks ago
Cazenove Capital's Wealth Planning Officers work closely with high-net-worth individuals, families, and charities to create tailored financial solutions.
Job Description:
The successful candidate will have extensive experience in advising high-net-worth individuals on wealth planning and tax strategies. Key responsibilities include:
- Managing high-value client relationships and delivering bespoke wealth planning strategies;
- Maintaining and developing profitable new client relationships;
- Providing comprehensive financial advice, ensuring compliance and client best interests;
- Identifying and presenting new planning opportunities to enhance clients' positions;
- Supporting portfolio managers with financial planning matters;
- Contributing content for marketing and internal training;
Requirements: Proven experience in wealth planning and tax strategy advice, FCA-approved regulatory qualification (Level 4 or above), Advanced Financial Planning Certificate or Chartered Financial Planner equivalent.
Salary: £65,000 - £85,000 per annum, depending on experience.
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High Net Worth Client Manager
4 weeks ago
London, Greater London, United Kingdom MERJE Full timeMERJE 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...
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High Net Worth Client Manager
3 weeks ago
London, Greater London, United Kingdom MERJE Ltd Full timeAbout the Role:This Senior Insurance Professional position offers an exciting opportunity to drive growth in the high net worth insurance division. As a hybrid working arrangement in London, this role involves managing a book of high and ultra-high net worth clients, driving business growth, and delivering exceptional customer service.Key Responsibilities...
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High Net Worth Client Manager
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London, Greater London, United Kingdom Barclays Full timeJob SummaryThis is an exciting opportunity for a High Net Worth Client Manager to join our team at Barclays. You will be responsible for building and maintaining relationships with high net worth clients, providing them with tailored financial solutions, and managing their investment portfolios.You will work closely with other teams within the bank to...
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High Net Worth Client Manager
4 weeks ago
London, Greater London, United Kingdom Armstrong Knight Full timeArmstrong 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....
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High Net Worth Client Manager
2 months ago
London, Greater London, United Kingdom Armstrong Knight Full timeJob 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...
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High Net Worth Client Advisor
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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,...
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High-Net-Worth Client Manager
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Tax Manager for High Net Worth Clients
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Tax Manager for High Net Worth Clients
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High Net Worth Client Account Manager
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High-Net-Worth Account Manager
4 weeks ago
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High Net Worth Private Client Lawyer
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Tax Professional for High Net Worth Clients
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London, Greater London, United Kingdom Armstrong Knight Full timeWe are excited to announce an exciting opportunity for a Tax Professional for High Net Worth Clients to join our dynamic team at Armstrong Knight. As a key member of our team, you will be responsible for providing expert advice on tax strategies and managing a portfolio of high net worth clients.Key ResponsibilitiesDeveloping existing relationships with high...
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High Net Worth Client Relationship Manager
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Ultra High Net Worth Client Advisor
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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...
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High Net Worth Client Strategist
4 weeks ago
London, Greater London, United Kingdom Undisclosed Full timeCompany Overview:We are a dynamic and growing FinTech firm based in London, delivering innovative solutions to ultra-high net worth clients. Our mission is to revolutionize the wealth management industry through cutting-edge technology and data-driven insights.
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High-Net-Worth Private Client Specialist
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London, Greater London, United Kingdom Simpson Judge Ltd Full timeJob Title: High-Net-Worth Private Client SpecialistA prestigious London-based law firm, Simpson Judge Ltd, is seeking an exceptional Private Client Solicitor to join their esteemed team.This is an exciting opportunity to work with a dynamic and collaborative firm renowned for delivering outstanding client service and handling high-value complex private...
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High Net Worth Lawyer
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High Net Worth Relationship Manager
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London, Greater London, United Kingdom Ateca Consulting Full timeExciting Career OpportunityAteca Consulting is currently seeking a highly experienced and talented Private Banker to join our leading Investment Bank headquartered in Switzerland.We are looking for an individual with a current client base exceeding $250 million, a minimum of five years of experience with their existing bank, and expertise in managing...
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High Net Worth Private Client Manager
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