Wealth Accumulation Expert
1 month ago
Capco is seeking senior executives with good asset management industry knowledge to join our Wealth & Asset Management practice. As a Wealth Accumulation Expert, you will support the definition and execution of strategic priorities for top asset managers. Our work ranges from client service proposition design to business model reviews, regulatory change, digital and operating model transformation, and technology platform implementation.
Your Key Responsibilities
- Operational or change experience in the asset management industry
- Detailed knowledge of fund manufacturing, sales & distribution, portfolio management, trading, and associated technology platforms and solutions
- Understanding of how asset managers deliver value to end-clients, control costs, and grow their business
- Target Operating model design and implementation, operations transformation and automation, risk & controls framework reviews, and regulatory change execution
Salary Estimate: $140,000 - $200,000 per year, based on location and experience.
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International Wealth Advisor
3 days ago
London, Greater London, United Kingdom Hoxton Wealth Full timeHoxton Wealth is committed to developing talented individuals who are passionate about wealth management. As a Wealth Management Trainee, you will embark on a challenging yet rewarding journey that includes relocation to Dubai and participation in a structured three-year program.You will have the opportunity to work closely with experienced team members,...
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Risk Accumulation Specialist
2 weeks ago
London, Greater London, United Kingdom SCOR Full timeAs a leading global reinsurer, SCOR offers innovative risk management solutions to clients worldwide. With a strong focus on casualty reinsurance, we are seeking an expert to lead our accumulation management team.About the RoleThe ideal candidate will have extensive experience in actuarial or quantitative areas, with a focus on Casualty related lines,...
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Wealth Creation Advisor
2 weeks ago
London, Greater London, United Kingdom LOM Financial Group - Wealth Management Full timeKey ResponsibilitiesAn experienced Wealth Creation Advisor will be responsible for providing expert financial advice and planning, including investments, banking products, and credit, to our international clientele.Salary InformationThe estimated annual salary range for this role is $150,000 - $400,000+, commensurate with experience and assets under...
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Independent Wealth Manager
2 weeks ago
London, Greater London, United Kingdom AFH Wealth Management Full timeWealth Management and Financial Planning ExpertAFH Wealth Management is seeking a seasoned financial planner to join our team as a self-employed or employed adviser.In this role, you will work closely with clients to understand their financial needs and develop tailored solutions to help them achieve their goals.This position offers flexible working...
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Wealth Management Expert
2 weeks ago
London, Greater London, United Kingdom ARTEMIS RECRUITMENT CONSULTANTS LIMITED Full timeJob Summary:We are seeking a skilled Wealth Management Expert to join our team in London. As a key member of our financial services department, you will be responsible for providing expert advice on wealth management planning to our clients. Your role will involve analyzing complex data, creating personalized plans, and communicating effectively with...
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Wealth Planning Expert
3 weeks ago
London, Greater London, United Kingdom Schroders Full timeWealth Planning OpportunityWe are looking for a Wealth Planning Expert to join our team at Schroders. This is a unique opportunity to work with high-net-worth individuals and develop profitable wealth planning strategies.The ideal candidate will have experience in advising high-net-worth individuals on wealth planning and tax strategies, with a strong...
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Wealth Preservation Expert
5 days ago
London, Greater London, United Kingdom Laurus Law Ltd. Full timeWe're Laurus Law Ltd., a forward-thinking law firm that's revolutionizing the way people experience legal services in London. As a Wealth Preservation Expert, you'll join our team of experts who are dedicated to helping clients protect and preserve their wealth for future generations.We're passionate about staying ahead of the curve in terms of regulatory...
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Wealth Management Expert
2 weeks ago
London, Greater London, United Kingdom Hanover Full timeWealth Management Expert Wanted:Hanover, a leading Wealth Management firm, is seeking a highly skilled Wealth Management Expert to join our team. As a key member of our team, you will be responsible for delivering exceptional client service and driving business growth.Key Responsibilities:Business Development: Identify new opportunities to drive business...
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Wealth Management Expert
1 month ago
London, Greater London, United Kingdom BDO Canada LLP Full timeBDO 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...
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Wealth Management Expert
2 weeks ago
London, Greater London, United Kingdom Quintius Staffing Group Full timeJob OverviewAs a key member of our wealth management team, you will be responsible for delivering robust out-performance of the market that aligns with our chosen investment strategy.You will hold Chartered Financial Planner status or equivalent and work collaboratively across our Investment & Wealth Management Division.Additional responsibilities will...
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Wealth Management Expert
3 weeks ago
London, Greater London, United Kingdom Prestige IFA Jobs Full timeWealth Management ProfessionalA leading Wealth Management firm in Dubai seeks an experienced Wealth Management Professional to expand their team.Job Overview:As a Wealth Management Professional, you will be responsible for analyzing clients' financial positions and developing customized solutions to achieve their objectives.Responsibilities:Conduct thorough...
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Wealth Management Specialist
2 weeks ago
London, Greater London, United Kingdom LOM Financial Group - Wealth Management Full timeCompany OverviewLOM Financial Group is a prominent, full-service investment firm based in Bermuda, with affiliations in the Cayman Islands and the Bahamas. Our organization boasts a significant global presence, with offices in the Bahamas, Grand Cayman, and the UK.Salary and BenefitsThe compensation package for this position is highly competitive, ranging...
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Wealth Management Expert
2 weeks ago
London, Greater London, United Kingdom Jenson Fisher Consulting Ltd Full timeWealth Management Expert required to join Jenson Fisher Consulting Ltd. The successful candidate will be responsible for managing a large client base and developing revenue streams for clients and the business.About the FirmOur firm is a leading provider of wealth management services, with a strong reputation for delivering exceptional client service and...
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Global Wealth Expert
5 days ago
London, Greater London, United Kingdom ENGINEERINGUK Full timeWe are looking for a talented Global Wealth Expert to join our team at ENGINEERINGUK in London. In this role, you will be responsible for developing and implementing marketing strategies that target high-net-worth individuals and families.About the RoleThe successful candidate will have extensive knowledge of the global wealth market and a proven ability to...
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Wealth Management Support Specialist
3 weeks ago
London, Greater London, United Kingdom Recruit Wealth Ltd Full timeWe are seeking an experienced Paraplanner to join our wealth management team in Winchester, providing expert support to our financial planners and helping us deliver exceptional client service.About the RoleYou will be responsible for managing illustration requests efficiently, maintaining accurate client records, and staying up-to-date with financial...
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Wealth Management Expert
2 weeks ago
London, Greater London, United Kingdom Undisclosed Full timeWe are seeking an experienced Wealth Management Expert to join our team and provide expert guidance to Ultra High Net Worth Clients on all aspects of their financial life.This is a unique opportunity to work with a highly entrepreneurial firm that is disrupting the Private Wealth Asset manager space using cutting-edge technology and data-driven...
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Financial Planning Expert
5 days ago
London, Greater London, United Kingdom Nova Wealth Full timeJob Title: Financial Planning ExpertWe are seeking a skilled Financial Planning Expert to join our team at Nova Wealth. As a key member of our financial planning department, you will be responsible for owning our end-to-end advice process, deciding on recommendations, and curating financial plans for our customers.The successful candidate will have technical...
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Wealth Management Solutions Expert
2 weeks ago
London, Greater London, United Kingdom VirtueTech Recruitment Group Full timeWealth Management Solutions ExpertVirtueTech Recruitment Group seeks an experienced Wealth Management Solutions Expert to join their team as a Figaro Technical Support Specialist. This developer will focus on supporting and enhancing the Figaro platform to streamline operations and improve functionality. The ideal candidate should have in-depth knowledge of...
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Compliance Expert, Wealth Management
5 days ago
London, Greater London, United Kingdom Ocorian Full timeJob Title: Compliance Expert, Wealth ManagementOcorian seeks a highly skilled Wealth Management Compliance Expert to join our team. This is an excellent opportunity for a professional with expertise in regulatory compliance and wealth management to work with a dynamic company that delivers specialist solutions to clients worldwide.About the Role:The...
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Wealth Management Expert
2 weeks ago
London, Greater London, United Kingdom LR Legal Recruitment Full timeJob DescriptionAs a Private Client Advisor, you will be responsible for providing expert advice on UK taxation, particularly for non-UK domiciled clients and international families.You will also advise on complex wealth holding structures, family office arrangements, and associated tax issues, as well as working on cross-border tax and trust matters.