Strategic Wealth Manager
2 weeks ago
Mason Blake is seeking a skilled Strategic Wealth Manager to join their team.
The ideal candidate will have experience in discretionary investment management and be able to design and manage investment solutions for retail and wholesale clients.
- Define strategic asset allocation and select underlying vehicles.
- Actively manage funds within the asset allocation.
- Assist in the strategic assessment and development of the investment solution.
The successful candidate will be a self-starter with the ability to work in a fast-paced environment.
Key Responsibilities:
- Design and manage investment solutions for clients.
- Develop and implement asset allocation strategies.
- Work with internal and external stakeholders to plan and implement investment solutions.
Requirements:
- Relevant experience in discretionary investment management.
- Knowledge of retail investment vehicles.
- Self-starter with ability to work in a fast-paced environment.
-
Strategic Wealth Manager
2 days ago
London, Greater London, United Kingdom Evelyn Partners Full timeJob SummaryEvelyn Partners, a leading integrated wealth management and professional services group, seeks an exceptional Strategic Wealth Manager to join their team. As a key member of the organization, you will play a vital role in delivering financial planning and wealth management advice to clients.About the RoleThe successful candidate will be...
-
Wealth Management Associate
1 month ago
London, Greater London, United Kingdom Apollo Private Wealth Full timeAbout the RoleApollo Private Wealth is seeking a highly motivated and ambitious individual to join our team as a Wealth Management Associate. As a key member of our team, you will play a crucial role in supporting our experienced Advisers and developing your skills in financial planning and wealth management.As a Wealth Management Associate, you will have...
-
Wealth Management Business Strategist
4 days ago
London, Greater London, United Kingdom Skybound Wealth Management Full timeWealth 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...
-
Wealth Management Trainee
4 days ago
London, Greater London, United Kingdom Enver Wealth Management Ltd. Full timeWealth Management TraineeEnver Wealth Management Ltd. is seeking a talented and driven Wealth Management Trainee to join our dynamic team in Kingsway, London.This is an exceptional opportunity for someone looking to break into the wealth management industry, with a clear vision for career growth and a desire to help clients achieve their financial goals.As a...
-
Wealth Management Professional
2 weeks ago
London, Greater London, United Kingdom Apollo Private Wealth Full timeApollo Private Wealth is a leading wealth management firm based in London. We are seeking a skilled and ambitious Wealth Adviser to join our team.Your MissionOur mission is to provide exceptional client outcomes and deliver a highly personal service. We believe in the spirit of ownership and empowering our people to excel at the speed of their talent.Your...
-
National Wealth Fund Executive
4 days ago
London, Greater London, United Kingdom National Wealth Fund Full timeAbout the RoleThe National Wealth Fund is seeking an experienced National Wealth Fund Executive to join its Banking and Investments Team. This role will focus on executing complex, bespoke infrastructure transactions providing equity, debt or guarantees. The ideal candidate will have demonstrable experience in infrastructure or other complex financing or...
-
Strategic Corporate Partnership Manager
2 weeks ago
London, Greater London, United Kingdom AAG Wealth Management Full timeRole OverviewAAG Wealth Management is seeking a Corporate Client Relationship Manager to join our Financial Education and Strategic Partnerships Team. This role will be a hybrid (in-office / home working) based role working from our offices in London.Key ResponsibilitiesBuild and maintain relationships with Share Plan, HR, and Reward key contacts and...
-
Strategic Associate in Wealth Management
4 weeks ago
London, Greater London, United Kingdom Greenwich Partners Full timeWe are partnering with a leading global financial services group to find a talented Associate to drive commercial strategies in their Wealth and Asset Management division.In this role, you will work closely with the business to develop and implement strategies that drive the distribution of new products to market, identifying areas for growth and development...
-
Wealth Management Specialist
4 days ago
London, Greater London, United Kingdom Nova Wealth Full timeUnlock Your PotentialWe are seeking an experienced Financial Planner to join our dynamic team at Nova Wealth. As a key member of our team, you will play a vital role in shaping our advice delivery methods and driving business growth.About UsNova Wealth is a forward-thinking company that aims to revolutionize the financial advice industry in the UK. We...
-
London, Greater London, United Kingdom Apollo Private Wealth Full timeAbout the RoleWe are seeking a highly motivated individual to join our team as an Associate Wealth Adviser. This role offers a unique opportunity for career advancement in wealth management, working closely with experienced Advisers to develop your skills and knowledge.Your MissionAs an Associate Adviser, you will support the completion of your Financial...
-
Wealth Management Professional
4 weeks ago
London, Greater London, United Kingdom Apollo Private Wealth Full timeYour Career PathApollo Private Wealth is committed to enabling you to excel in your career and feel comfortable bringing your whole self to the table. We have big ambitions for growth and believe that the diversity of our people fosters innovative thinking, enables us to better serve our clients, and creates a positive environment in which our colleagues...
-
Strategic Banking Specialist
5 days ago
London, Greater London, United Kingdom National Wealth Fund Full timeJob DescriptionThe National Wealth Fund is seeking an experienced Strategic Banking Specialist to join its Banking and Investments Team. This role will focus on executing complex, bespoke infrastructure transactions providing equity, debt or guarantees. The ideal candidate will have demonstrable experience in infrastructure or other complex financing or...
-
London, Greater London, United Kingdom Titan Wealth Holdings Limited Full timeThe Titan Wealth Group is a leading provider of wealth management services, and we are seeking a skilled Junior Wealth Business Analyst to join our implementation team. As a Junior Wealth Business Analyst, you will work closely with the Wealth Operations Team to effectively implement our new wealth management platform, ensuring seamless delivery and process...
-
London, Greater London, United Kingdom AAG Wealth Management Full timeAbout AAG Wealth ManagementAAG Wealth Management is a dynamic wealth management and financial education business that values collaboration and continuous learning.Job OverviewWe are seeking an experienced Corporate Client Relationship Manager to drive client growth and engagement through strategic partnerships and client-centric solutions.Key...
-
Business Analyst
1 month ago
London, Greater London, United Kingdom Titan Wealth Holdings Full timeAbout usThe Titan Wealth Group provides a broad range of services across the wealth value chain, from financial planning to platform, trading, settlement, and custody services. Its strategy is to offer modular, incremental services to clients, allowing them to adjust their business models as needed. As part of this, Titan is an active acquirer of UK-based...
-
Wealth Business Analyst
4 weeks ago
London, Greater London, United Kingdom Titan Wealth Holdings Limited Full timeAbout UsThe Titan Wealth Group provides a comprehensive range of services across the wealth value chain, from financial planning to platform, trading, settlement, and custody services. Our strategy is to offer modular, incremental services to clients, allowing them to adjust their business models as needed. As part of this, we actively acquire UK-based asset...
-
Strategic Wealth Proposition Lead
4 days ago
London, Greater London, United Kingdom Quilter Full timeJob Description: We are seeking a highly skilled Strategic Wealth Proposition Lead to develop and lead the development of our Financial Planning proposition. This role will require strong technical knowledge of financial planning and investment management products, services, pricing, and value.">About the Role: As a Strategic Wealth Proposition Lead, you...
-
Strategic Communications Leader
3 weeks ago
London, Greater London, United Kingdom Brook Street Full timeCorporate PR Director - Wealth & Asset Management - LondonTop Independent PR FirmWealth and asset management professionals who are passionate about delivering exceptional communications advice and campaigns will find this role both challenging and rewarding. The firm offers specialist consultancy support in PR, social media, public affairs, strategic media...
-
Strategic Portfolio Manager
4 weeks ago
London, Greater London, United Kingdom Titan Wealth Holdings Limited Full timeAbout UsTitan Wealth Holdings Limited is a wealth and asset management business that provides high-quality execution and administration to the sector through the leverage of its resources and technology. The company meets universal wealth and asset management needs by supporting its own as well as client Independent Financial Advisers (IFAs) and...
-
Strategic Wealth Advisor
1 week ago
London, Greater London, United Kingdom Evelyn Partners Full timeUnlock Your Potential with Evelyn PartnersWe are seeking a highly skilled and experienced Strategic Wealth Advisor to join our team. As a key member of our organization, you will play a vital role in helping our clients achieve their financial goals.About UsEvelyn Partners is the UK's leading integrated wealth management and professional services group. With...