Private Wealth Manager
2 days ago
We are looking for a Private Wealth Manager to join our team at IDEX Consulting. In this role, you will be responsible for building relationships with new and existing private clients, understanding their financial needs, and proposing suitable solutions and strategies.
Job Description:- Understanding and reviewing clients' financial needs, attitude to risk, and personal circumstances to propose suitable solutions and strategies.
- Producing detailed written reviews and proposals to alter existing investment portfolios.
- Managing out existing investments and reinvesting capital into managed portfolios.
The ideal candidate will have excellent communication and interpersonal skills, as well as the ability to build strong relationships with clients. You should also have a good understanding of financial products and services, as well as the ability to analyze complex data and make informed decisions.
Estimated salary: £60,000 - £80,000 per annum, depending on experience.
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Wealth Advisory Manager
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Seven Investment Management LLP Full timeJob DescriptionWe are looking for a seasoned Wealth Advisory Manager to lead our Private Client Team in providing exceptional wealth management services to our high net worth clients. As a key member of our team, you will be responsible for delivering comprehensive wealth management solutions, including investment advice, tax planning, and retirement income...
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Global Private Wealth Expert
3 weeks ago
Edinburgh, Edinburgh, United Kingdom The Family Office Group Full timeJob Title: Global Private Wealth ExpertWe are seeking a driven and enthusiastic professional to join our team as a Global Private Wealth Expert. The role involves conducting intensive research to identify top-level private wealth/investment speakers, creating business-benefit packed investment programs, and managing summit programs onsite.About the Role:The...
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Tax Manager for Private Wealth Team
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Shepherd and Wedderburn LLP Full timeJob Title: Tax Manager for Private Wealth TeamAbout the Role:We are recruiting for a Senior Tax Manager to join our Private Wealth and Tax team based in Edinburgh. The successful candidate will be responsible for managing the Tax Compliance Team, ensuring procedures are in place for tax returns and forms to be submitted timeously to HMRC.Main...
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Private Wealth Management Professional
3 weeks ago
Edinburgh, Edinburgh, United Kingdom IDEX Consulting Full timeCareer OpportunityIDEX Consulting is a leading consulting firm seeking a talented Private Wealth Management Professional to join our team. In this role, you will work closely with high net worth individuals, providing expert financial guidance and advice.Key Responsibilities:Develop and maintain relationships with clients, understanding their financial goals...
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Senior Private Wealth Lawyer
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Thomson LRC Full timeJob OverviewThomson LRC is seeking an experienced English Litigation Solicitor to join its Band 1 Chambers ranked Private Wealth Disputes team. The role offers a unique opportunity to develop your skills in contentious trust and probate litigation, as well as cross-border disputes.Key ResponsibilitiesDrafting legal documentation, including claim forms,...
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Private Wealth Lawyer
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Ably Resources Ltd Full timeAbout the Opportunity: We are seeking a highly skilled and experienced Private Wealth Lawyer to join our private client team. The successful candidate will be responsible for advising on executries, wills, tax planning, POAs, trusts, and guardianships, as well as developing and maintaining strong relationships with clients.About Us: Our client is a...
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Wealth Management Advisor
1 week ago
Edinburgh, Edinburgh, United Kingdom Schroders Recruitment Full timeAbout Cazenove CapitalCazenove Capital is a leading wealth management business providing investment solutions to private individuals, families, and charities. Our expertise in financial planning enables us to deliver tailored advice and guidance to meet our clients' unique needs.The RoleWe are seeking a skilled Wealth Management Advisor to join our team of...
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Private Wealth Disputes Lawyer
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Thomson LRC Full timeAbout the RoleAs an English Law Litigation Expert, you will be working closely with our top-ranked team to deliver exceptional results for our clients. Your experience in contentious trust and probate litigation, as well as mediation and arbitration, will be valuable assets in this role.Our ideal candidate will have a strong understanding of the private...
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Wealth Management Professional
1 week ago
Edinburgh, Edinburgh, United Kingdom Tarka Talent Full timeCareer Advancement in Financial ServicesWe are looking for an experienced Wealth / Asset Management Consultant to join our team in London or Edinburgh. As a key consultant, you will play a critical role in driving change and transformation in the financial services industry.About the Role:You will lead operational and change initiatives in wealth and asset...
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Senior Private Wealth Attorney
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Ably Resources Ltd Full timeJob DescriptionWe are seeking a highly skilled Senior Private Wealth Attorney to join our private client team at Ably Resources Ltd. The successful candidate will be responsible for advising and delivering on executries, wills, tax planning, POAs, trusts, and guardianships.This is a client-facing role that requires regular interaction with clients. We offer...
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Wealth Management Professional
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Schroders Recruitment Full timeAbout Schroders RecruitmentWe help private individuals, families, and charities achieve their long-term financial objectives.Our Wealth Planners provide expert financial advice to clients and prospects, incorporating all aspects of regulated advice, including pensions, tax advice, and general guidance on financial issues.Job RoleWe are looking for a highly...
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Wealth Management Specialist
1 month ago
Edinburgh, Edinburgh, United Kingdom ENGINEERINGUK Full timeJob OverviewWe are seeking a highly motivated and organized Wealth Management Specialist to join our team in London. This role will be responsible for delivering exceptional client service, ensuring compliance with regulatory requirements, and contributing to business-wide initiatives.About UsCazenove Capital is the wealth management business of Schroders, a...
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Wealth Management Professional
1 month ago
Edinburgh, Edinburgh, United Kingdom C&P Recruitment Full timeCompany OverviewC&P Recruitment is a leading agency specializing in wealth and asset management placements. Our clients are well-established, privately-owned firms with a strong presence in Scotland.The successful candidate will be part of a dynamic team responsible for delivering exceptional recruitment services to our clients.
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Wealth Management Administrator
3 weeks ago
Edinburgh, Edinburgh, United Kingdom JohnstonGreer Ltd Full timeWealth Management Administrator">Paying up to £30,000 plus benefits">As a Senior IFA Administrator at JohnstonGreer Ltd, you will play a vital role in supporting our Financial Planning Director and another IFA.">This company delivers exceptional quality service to its High Net Worth clients, focusing on Private Client Investment and Retirement...
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Private Wealth and Tax Compliance Specialist
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Shepherd and Wedderburn LLP Full timeJob Summary: We are seeking an experienced Tax Manager to join our Private Wealth and Tax team in Edinburgh. The ideal candidate will have a strong background in tax compliance and advisory services, with excellent leadership and communication skills.Main Duties:Leading a team of tax professionals to deliver high-quality tax services to clientsDeveloping and...
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Internal Control Specialist, Wealth Management
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Aberdeen Standard Investments Full timeJob DescriptionAberdeen Standard Investments is seeking an experienced Internal Control Specialist, Wealth Management to join our team. In this role, you will be responsible for implementing and maintaining effective internal controls across our wealth management division.About the RoleThis is an exciting opportunity to work with a leading investment company...
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Wealth Management Consulting Specialist
2 days ago
Edinburgh, Edinburgh, United Kingdom Tarka Talent Full timeSenior Consultant and Manager Position in Wealth and Asset ManagementWe are looking for a highly skilled professional to lead our consulting team in London or Edinburgh.About the Job DescriptionThis role requires someone with operational or change experience in wealth, asset management, or private banking. You will work closely with global financial...
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Wealth Management Professional
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Avaloq Full timeWealth Management ProfessionalAvaloq, a leading provider of wealth management technology and services, is seeking a Wealth Management Professional to join its team. With a strong focus on innovation and customer satisfaction, the company offers a challenging and rewarding work environment that allows employees to grow and develop their careers.The ideal...
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Global Wealth Management Trainee
3 days ago
Edinburgh, Edinburgh, United Kingdom deVere Group Full timeAbout Us">deVere Group is a global leader in independent financial advisory organisations, offering innovative wealth management, private banking, and investment solutions to clients worldwide.">Earning Potential">The estimated annual salary for this role is $70,000-$90,000. With competitive, uncapped earning potential, you'll have a clear path to financial...
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Wealth Management Professional
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Meraki Talent Ltd Full timeJob OverviewThe Wealth Management Administrator will support Wealth Managers in managing client relationships, ensuring timely information is available for client meetings. The ideal candidate will possess strong organisational skills and attention to detail, with the ability to manage multiple tasks and prioritise effectively.