HNW Client Relationship Manager

About Our BusinessCompany OverviewSchroders Recruitment is a global investment manager with a wealth management business that serves private individuals, families, and charities. We help our clients invest money to meet their goals, fulfill their ambitions, and prepare for the future.Job DescriptionThe HNW Client Relationship Manager will be responsible for...

Salary: £60,000 - £80,000 per annumJob Description: As a HNW Client Portfolio Manager, your primary focus will be on retaining a portfolio of HNW clients and developing additional services to enhance their experience. You will manage insurer relationships and work closely with colleagues to deliver exceptional results.

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...

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...

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...

Hunter Savage is a top-tier legal firm that provides expert advice on private wealth law, serving Ultra High Net Worth (UHNW) and High Net Worth (HNW) clients.Role SummaryWe are seeking a talented HNW Client Service Manager to join our team, responsible for delivering exceptional service to UHNW and HNW clients across Private Wealth Planning, Immigration,...

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...

About the Role">We are seeking a skilled Account Handler to join our team at John Williams Recruitment. This is an exciting opportunity to work with high net worth individuals, managing their insurance needs and providing exceptional customer service.">The successful candidate will be responsible for broking new business and renewals to the market, obtaining...

Job OverviewWe are seeking an experienced HNW Portfolio Manager to join our client's team.Estimated Salary: £65,000 - £85,000 per annum.About the Role:The successful candidate will be responsible for managing and developing a portfolio of high net worth (HNW) clients.This includes providing holistic wealth management services, developing solutions to...

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...

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...

Job ResponsibilitiesAs an HNW New Business Executive at Lawes Insurance Recruitment, you will be responsible for identifying, acquiring, and managing new high-net-worth clients. You will deliver tailored insurance solutions, achieve and exceed new business targets, and build long-term client relationships.

Business Development OpportunityWe are seeking an ambitious and experienced sales professional to develop relationships with high-net-worth clients and drive business growth in the London area.The successful candidate will have a strong background in financial investments and a proven track record of sales success with HNW individuals.Key responsibilities...

Job Title: HNW Private Clients Account HandlerCompany OverviewJohn 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 DescriptionWe are seeking an experienced Account Handler to join our...

Investment Manager RoleHanover is looking for a skilled Client Relationship Strategist to manage client relationships and support portfolio construction. The ideal candidate will have a strong understanding of investment strategies and be able to contribute to internal investment discussions.The successful candidate will be responsible for:Managing...

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...

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...

About Hunter SavageWe are a leading law firm dedicated to delivering exceptional service to our UHNW and HNW clients. Our team of experienced lawyers provides expert advice on various aspects of private wealth law, including trusts and probate, private wealth planning, family governance and property structuring, immigration strategy advice, and philanthropy...

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...

**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...