Current jobs related to HNW Private Clients Portfolio Manager - London, Greater London - John Williams Recruitment


  • London, Greater London, United Kingdom Howells Consulting Ltd Full time

    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...


  • London, Greater London, United Kingdom Howells Consulting Ltd Full time

    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...


  • London, Greater London, United Kingdom Howells Consulting Ltd Full time

    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...

  • HNW Portfolio Manager

    3 weeks ago


    London, Greater London, United Kingdom Heat Recruitment Full time

    About the JobWe are seeking a highly motivated HNW Portfolio Manager to join our team at Heat Recruitment. As a seasoned professional in private client discretionary investment management, you will be responsible for providing complex investment advice to high net worth individuals and families across the UK, Middle East, and the Americas.Your primary focus...


  • London, Greater London, United Kingdom IDEX Consulting Full time

    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...


  • London, Greater London, United Kingdom IDEX Consulting Full time

    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...


  • London, Greater London, United Kingdom Heat Recruitment Full time

    Job Overview:We are seeking an experienced Private Client Portfolio Manager to join our team at Heat Recruitment.The successful candidate will be responsible for managing high-value portfolios, providing investment advice, and building relationships with HNW clients.Key Responsibilities:Manage and grow client portfolios, ensuring alignment with their...


  • London, Greater London, United Kingdom Howells Consulting Ltd Full time

    An opportunity exists at Howells Consulting Ltd for an HNW Private Client Specialist to join our team of professionals providing bespoke advice to High-Net-Worth individuals and families.The successful candidate will take ownership of a portfolio of trusts, overseeing their accounts, tax returns, and ongoing administration. The role also involves...


  • London, Greater London, United Kingdom Howells Consulting Ltd Full time

    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...

  • HNW Client Manager

    3 weeks ago


    London, Greater London, United Kingdom Eden Resourcing Full time

    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...


  • London, Greater London, United Kingdom gmk Full time

    We are seeking a skilled HNW Private Client Specialist to join our progressive law firm in London. The ideal candidate will have strong experience in tax planning, trusts, and estate management.As a Senior Associate for High Net Worth Individuals, you will work closely with our impressive client base of HNW individuals and estates, handling a full range of...


  • London, Greater London, United Kingdom JK Legal Full time

    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...


  • London, Greater London, United Kingdom Chadwick Nott Full time

    Chadwick Nott is seeking an experienced trust and estates solicitor to join their team. As a Private Client solicitor, you will provide high-quality legal services to HNW clients, specializing in tax planning, settlements, deeds of variation, wills, LPAs, administration of estates, trusts, and life planning.You will be responsible for:Managing complex tax...


  • London, Greater London, United Kingdom DMJ Recruitment Full time

    About the RoleThis is an exciting opportunity for a skilled private client lawyer to join a well-established team at a leading law firm.The successful candidate will work closely with high net worth (HNW) individuals and families, preparing complex wills and creating trusts or corporate structures to maximize tax benefits.


  • London, Greater London, United Kingdom Hanover Full time

    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...


  • London, Greater London, United Kingdom Howells Consulting Ltd Full time

    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...


  • London, Greater London, United Kingdom JK Legal Full time

    HNW Private Client Practice DeveloperJK Legal is a highly successful London law firm with a strong reputation for delivering exceptional private wealth advisory services to high net worth individuals.To further enhance their services, they are seeking an experienced private client partner to develop and lead their private client practice.The ideal candidate...


  • London, Greater London, United Kingdom Howells Consulting Ltd Full time

    We are looking for a talented Private Client Tax Advisory Expert to join our team at Howells Consulting Ltd. As a specialist in private client tax, you will advise UK and international HNWIs on all aspects of their income and capital taxation.The successful candidate will have a deep understanding of CGT, IHT, property-related issues, use of trust...


  • London, Greater London, United Kingdom Howells Consulting Ltd Full time

    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...


  • London, Greater London, United Kingdom Chadwick Nott Full time

    About the RoleThis is a fantastic opportunity for someone who likes a diverse caseload and giving a bespoke personal service. As a mid-level private client solicitor, you will be joining a dynamic team that works with HNW and UHNW clients. The successful candidate will have a good understanding of estate planning, tax planning, and other relevant areas of...

HNW Private Clients Portfolio Manager

4 weeks ago


London, Greater London, United Kingdom John Williams Recruitment Full time

Job Title: HNW Private Clients Account Handler

Company Overview

John Williams Recruitment is a leading recruitment agency, working closely with one of the UK's top independent brokers. This reputable company has a strong presence in London and provides exceptional service to their clients.

Job Description

We are seeking an experienced Account Handler to join our client's Private Clients team. The successful candidate will be responsible for managing a book of High Net Worth (HNW) and Private Client accounts, focusing on broking new business and renewals to the market while developing existing client relationships.

The ideal candidate will have excellent communication and negotiation skills, allowing them to build strong relationships with clients and secure premium rates. They will also be responsible for assisting management in monitoring client debts and ensuring timely payment.

This is an exciting opportunity for a motivated individual to join a dynamic team and contribute to the growth of the business. If you are passionate about delivering exceptional customer service and have a proven track record in account handling, we encourage you to apply.

Required Skills and Qualifications
  • Proven experience in account handling, preferably in the insurance industry
  • Excellent communication and negotiation skills
  • Able to work independently and as part of a team
  • Strong organizational and time management skills
Benefits

Our client offers a competitive salary package, including:

£45,000 - £60,000 per annum

Opportunities for career progression and professional development

A dynamic and supportive work environment

Recognition and rewards for outstanding performance