HNW Business Owner Portfolio Manager

HNW Portfolio Specialist Role OverviewAt Hanover, we are seeking an experienced HNW Portfolio Specialist to manage client relationships, support portfolio construction, and contribute to the investment process through equity research and market analysis.Key Responsibilities:Manage and deepen relationships with HNW and UHNW clientsContribute to the design and...

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...

Strategic Client Growth SpecialistWe are seeking an experienced Investment Director to join our team at BWD Search. This is a fantastic opportunity for a seasoned investment professional to work with a leading investment management firm in the UK.Client Relationship Management: The successful candidate will be responsible for strengthening long-term...

We are seeking an experienced Trust Manager to oversee a portfolio of trusts, their accounts, tax returns, and ongoing administration for our clients. The role requires excellent communication and relationship management skills, as well as strong trusts technical knowledge and experience of completing/reviewing trust accounts and returns. Key...

**HNW Investment Professional Wanted!**Hanover is currently seeking an experienced investment professional to join our team as an HNW Investment Professional. This exciting opportunity allows you to work closely with high net worth clients and develop your skills in portfolio management.**Role Overview:**As an HNW Investment Professional, you will be...

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...

Business Manager Job DescriptionCollinson is a global company dedicated to making travel easier and more enjoyable for millions of people worldwide. As a Business Manager, you will play a critical role in supporting the company's leadership teams and driving business growth.Key Responsibilities:Manage meeting cadence and coordination across the business...

Executive Assistant OpportunityWe are seeking an experienced Executive Assistant to support a business owner in the luxury goods industry. The ideal candidate will have a strong background in supporting high-net-worth individuals and business owners, with excellent organizational and communication skills.The role will involve providing administrative...

Business Manager Role SummaryWe are seeking a highly skilled Business Manager to support the Chief Product Officer (CPO) and the Chief Technology and Data Officer (CTDO). The primary responsibility will be to ensure consistency of information between the two sides of the business unit.Action tracking and coordination of various stakeholders to drive business...

We are seeking a highly skilled Business Manager to join our Product, Tech & Data team.As a Business Manager, you will provide critical support to the Chief Product Officer (CPO) and the Chief Technology and Data Officer (CTDO). Your primary responsibility will be to ensure consistency of information between the two sides of the business unit.Main...

About the RoleWe are seeking a highly skilled Business Manager to support our Product, Tech & Data team. As a key contributor, you will provide critical assistance to the Chief Product Officer (CPO) and the Chief Technology and Data Officer (CTDO). Your primary responsibility will be to ensure consistency of information between the two sides of the business...

We are seeking an experienced Trust Manager to oversee a portfolio of trusts, their accounts, tax returns, and ongoing administration.The ideal candidate will have strong trusts technical knowledge and experience of completing/reviewing trust accounts and returns.As a key member of the Private Client offering, the Trust Manager will work closely with...

Business Manager Job DescriptionCollinson is a global, privately-owned company that helps the world travel with ease and confidence. As a Business Manager, you will be part of the Product, Tech & Data team, supporting the Chief Product Officer and the Chief Technology and Data Officer in ensuring consistency of information between the two sides of the...

Business Manager Role OverviewCollinson is a global company dedicated to helping the world travel with ease and confidence. As a Business Manager in our Product, Tech & Data team, you will provide critical support to the Chief Product Officer and Chief Technology and Data Officer. Your role will ensure consistency of information between the two sides of the...

We are seeking an experienced Financial Planner to join our team at Eden Resourcing. In this role, you will be responsible for managing and developing a portfolio of high net worth clients, providing them with bespoke wealth management services and ensuring their financial growth and security.The ideal candidate will have achieved Chartered Status and...

Business Manager Role OverviewWe are seeking a highly skilled Business Manager to support the Chief Product Officer (CPO) and the Chief Technology and Data Officer (CTDO). The primary responsibility will be to ensure consistency of information between the two sides of the business unit.Action tracking and coordination of various stakeholders to drive...

Business Manager Role OverviewWe are seeking a highly skilled Business Manager to support the Chief Product Officer (CPO) and the Chief Technology and Data Officer (CTDO). The primary responsibility will be to ensure consistency of information between the two sides of the business unit.Key ResponsibilitiesCollaborate with cross-functional teams to drive...

Business Manager Role SummaryWe are seeking a highly skilled professional to support the Chief Product Officer (CPO) and the Chief Technology and Data Officer (CTDO) in ensuring consistency of information between the two sides of the business unit.Action tracking and coordination with various stakeholders to drive business goals and objectives.Providing...

About the RoleWe are seeking a highly skilled Senior Business Operations Manager to join our Product, Tech and Data team. As a key member of the leadership team, you will provide critical support to the Chief Product Officer (CPO) and the Chief Technology and Data Officer (CTDO).The ideal candidate will have proven experience as a Business Manager or...

Job Description:Deliver full-range financial planning advice to sophisticated HNW ClientsDevelop and grow the portfolio with internal introducersUtilise the wide-ranging Investment Management model to cater to diverse client needs