Wealth Accumulation Expert

BDO Canada LLP is a leading accounting and advisory firm that provides innovative services to help businesses succeed. We are seeking a highly skilled and motivated individual to join our Wealth Management practice as a Wealth Management Expert.Key Responsibilities:Process client data and complete data entry in financial planning softwareIdentify financial...

About the RoleWe are seeking a highly skilled Expert Wealth Manager to join our team at Norman Alex. As a leading wealth management company, we pride ourselves on delivering exceptional service to our clients.The ideal candidate will have a strong background in UK pensions and investments, with a minimum of 5 years of experience selling investment products....

Ateca Consulting, a leading asset management firm based in Switzerland, is seeking a seasoned Luxury Wealth Advisory Expert to join their London office.About the Role:Job Title: Luxury Wealth Advisory ExpertLocation: London, UKSalary Range: £150,000 - £250,000 per annum, plus performance-based bonuses of up to 45% of revenue generatedAbout the...

About the JobWe are seeking a skilled Wealth Management Expert to join our team at Page Personnel Sales. In this role, you will work with high net worth individuals, providing expert financial support and advice to help them achieve their financial goals.Key ResponsibilitiesDevelop and implement financial strategies to meet the needs of high net worth...

Wealth and investment management professional sought for a role specializing in stockbroking propositions and services.Key Responsibilities:Deliver expert advice on wealth management and stockbroking strategies.Develop and maintain strong relationships with high net worth clients.Stay up-to-date with market trends and regulatory...

About the RoleThe Investment Strategy Group (ISG) within the Asset & Wealth Management Division of Goldman Sachs is seeking a highly skilled Wealth Management Expert to join their team in London. This exciting opportunity will enable you to develop customized asset allocation solutions and analysis for clients, working closely with the rest of the team and...

JK Legal is seeking a highly skilled HNN Wealth Management Expert to join their team. The ideal candidate will have experience in wealth management, with a strong focus on agriculture and rural property.The role will involve working with HNW & UHNW individuals and privately owned businesses, as well as handling renewable energy work and agricultural...

Role OverviewWe are seeking a highly motivated Regulatory Compliance Expert to join our Wealth and Consumer Finance Practice. The successful candidate will provide regulatory advisory services, guidance, and delivery of ongoing support engagements to our wealth and investment management clients.

About UsHoxton Wealth UK is a leading financial services firm managing approximately £2 billion in assets under management. Our team of experts provides comprehensive wealth management solutions to individuals and businesses.

About IDEX ConsultingWe are a top-tier global practice offering high-quality services to ultra-high net worth individuals and businesses.Job SummaryWe are seeking a talented Dispute Resolution Expert to join our Private Wealth team. This is an exciting opportunity for a junior to mid-level professional to work closely with our experienced lawyers and...

The Titan Wealth Group, a leading wealth and asset management business, is seeking an experienced Financial Reporting Expert to join their team on a 6-9 month fixed-term contract. The ideal candidate will have a strong background in financial reporting and consolidation, with experience in UK GAAP and FRS 102.This exciting opportunity offers a competitive...

About the Role: We are seeking a highly skilled Private Wealth Tax Expert to join our team in Bristol, Birmingham, London or Watford. The successful candidate will have a strong background in tax and trusts advisory work and enjoy a combination of tax and trusts planning.The ideal candidate will be responsible for liaising with clients on succession and tax...

Compliance Specialist Role at MERJEMERJE is a leading recruitment agency partnering with a renowned discretionary wealth management firm to find a highly skilled Compliance expert.This is an excellent opportunity to join their established Compliance & Risk team as a Compliance specialist, overseeing the practical application of regulatory frameworks and...

Job Description:As a Wealth Partnerships Manager at Amundi, you will play a key role in driving business growth through innovative marketing strategies. Based in London, you will report directly to the Head of Content Partnership Marketing.Your primary responsibility will be to lead the development and implementation of initiatives and campaigns that support...

Private Wealth Partner OpportunityMotus, a top-ranked City firm, is seeking an experienced private wealth partner to join its esteemed group.The ideal candidate will have a market-leading reputation for private wealth protection, tax planning, trusts and estates work, advising high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients with significant UK...

We are seeking an experienced Financial Services Professional to join our team as a Strategic Wealth Management Expert. In this role, you will work closely with clients to provide expert guidance on risk management principles, particularly within investment advisory and wealth management.About the RoleYou will play a leading role in client engagements,...

Company OverviewDanos Group is a leading international wealth and asset management business with a focus on innovative solutions that drive efficiency across the wealth management cycle.The company has expanded significantly through acquisitions and organic growth, with operations across multiple regions including the UK, Jersey, and South Africa.Job...

We are Eximius Law, a top-tier asset management firm seeking a skilled Wealth Management Attorney to join our London legal team.The ideal candidate will have previous experience providing legal support to wealth management businesses from a reputable law firm or equivalent financial services organization.About the RoleThis permanent position involves...

Job DescriptionWe are seeking a Wealth Advisory Lead to join our team at Evelyn Partners. The successful candidate will be responsible for:Developing and maintaining strong relationships with clients.Providing expert guidance on financial planning and wealth management.Maintaining accurate client records and adhering to regulatory requirements.About the...

About the RoleThis is an exciting opportunity to join Wavestone UK as a Partner, leading our Wealth and Asset Management practice. The ideal candidate will have a solid foundation in consulting skills, significant experience in external client-facing consulting or equivalent roles within the wealth and asset management sector.The successful candidate will...