Wealth and Distribution Specialist

Join us as an Asset Service Representative and take on a challenging role that requires a unique blend of financial acumen, communication skills, and business acumen.You will work closely with the Client Proposition team to develop and manage Amundi's value proposition for the Wealth & Distribution segment.In this role, you will have the opportunity to build...

About the Role:">We are looking for a highly skilled Wealth Distribution Expert to join our team.The successful candidate will have strong technical knowledge, proficiency in FCA regulations, and experience with stakeholder management.This role involves monitoring market trends, maintaining technical knowledge, and delivering technical support while ensuring...

Role OverviewThe Crédit Agricole Group seeks a skilled Financial Services Specialist to join its Client Experience department. In this role, you will play a key part in developing and implementing strategies that enhance client satisfaction and loyalty. Your primary focus will be on analyzing market trends, identifying areas for improvement, and proposing...

About UsWe are a leading FTSE 100 UK Wealth Management company distributing a range of investment and retirement products and financial solutions to a high net worth client base. With funds under management exceeding £160 billion, we offer a comprehensive Training and Development programme.This Associate Wealth Manager role is perfect for ambitious...

About Our TeamAs a member of our team, you will work alongside relevant client coverage colleagues to support the expansion of our wealth and distribution partnerships, and drive growth of alternative investment strategies in EMEA.Responsibilities:Identifying new distributor relationships and supporting existing ones across EMEA.Collaborating with client...

Unlock 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...

**Job Summary:**We are looking for a skilled Business Support Specialist to join our team at Recruit Wealth Ltd. As a key member of our Financial Planning department, you will provide administrative support to our Financial Planners, focusing on delivering exceptional client experiences.**Key Responsibilities:*Foster strong relationships with clients,...

Enver Wealth Management Ltd. is committed to helping talented individuals achieve their career goals as Trainee Financial Advisors. With our comprehensive training program and competitive compensation package, you can develop a successful career in wealth management. Our goal is to empower you with the skills and knowledge necessary to excel in this field...

Company 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...

We 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...

**Wealth Management Specialist Wanted!We are seeking a skilled Wealth Management Specialist to join our team at Hanover. This exciting opportunity allows you to work closely with high net worth clients and develop your skills in portfolio management.**Job Description:**As a Wealth Management Specialist, you will be responsible for managing client...

We are seeking an experienced Wealth Management Specialist to join our team at Aldrich & Company Limited.As a Wealth Management Specialist, you will be responsible for:Providing expert advice on wealth management and financial planningAssisting clients with the preparation and maintenance of financial recordsPreparing tax returns and Personal...

We are seeking an Asset Distribution Strategist to join our Client Proposition team, where you will play a key role in shaping Amundi's value proposition for the Wealth & Distribution segment. As a member of this team, you will develop a deep understanding of the wealth and fund distribution landscape, including market dynamics and opportunities.In this...

Job DescriptionAs a Technical Support Specialist - Wealth Management, you will play a vital role in supporting our Financial Advisors/Partners in their daily activities.Your responsibilities will include conducting detailed research and analysis of various financial planning solutions, producing compliant financial planning reports, and providing technical...

We are seeking a skilled and passionate individual to join our team as a Wealth Creation Specialist.The estimated annual salary for this role is $50,000 - $80,000, depending on experience and qualifications.Responsibilities:Design and implement effective marketing campaigns to promote wealth creation programsCollaborate with clients to understand their...

Wealth Management Opportunity: We are looking for a talented Wealth Management Specialist to join our team at mbf in London. This exciting opportunity involves taking over a significant portfolio of clients from a retiring adviser, with the potential to earn up to £500,000 in annual revenue.About the Role:Manage a portfolio of high net worth clients...

Job DescriptionAbout Us:We are a leading wealth management firm, dedicated to providing exceptional investment performance to our clients. Our team of experts offers a comprehensive financial advisory service, including pensions, tax advice, and general guidance on financial issues.Your Role:You will manage a portfolio of high-value client relationships,...

Wealth Management Operations SpecialistRobert Walters UK is seeking a highly skilled Wealth Management Operations Specialist to join their team in London. This exciting opportunity offers a competitive salary of £50,000 and the chance to work with a dynamic wealth management firm.This role involves maintaining and entering data into investment management...

About the RoleWe are looking for a talented Wealth Management Specialist to join our team at Quilter. As a key member of our Adviser & Client Support Hub, you will provide remote financial advice to existing and new clients, working closely with customers to identify their financial requirements and needs.The successful candidate will have a strong...

Evelyn Partners Fund Solutions Limited is seeking a skilled and motivated Wealth Administration Specialist to join their Investment Management team in London.Job RoleThis role presents an outstanding opportunity for career growth in investment management. As a Wealth Administration Specialist, you will provide administrative support to Investment Managers...