Global Wealth Management Trainee

2 days ago


Edinburgh, Edinburgh, United Kingdom deVere Group Full time

About Us

">

deVere Group is a global leader in independent financial advisory organisations, offering innovative wealth management, private banking, and investment solutions to clients worldwide.

">

Earning Potential

">

The estimated annual salary for this role is $70,000-$90,000. With competitive, uncapped earning potential, you'll have a clear path to financial success.

">

About Your Role

">

We're looking for ambitious, entrepreneurial-minded trainees who are eager to pursue an international career. As a Global Wealth Management Trainee, you'll work closely with industry experts to gain essential qualifications like CISI or CII.

">

Why Join deVere Group?

">

We offer a supportive environment, cutting-edge tools, and resources that enable our team members to succeed. With structured growth plans and achievable targets, you'll have every opportunity to excel in your career.



  • Edinburgh, Edinburgh, United Kingdom deVere Group Full time

    Job Title: Global Wealth Management SpecialistWe are seeking an ambitious and entrepreneurial-minded individual to join our team as a Global Wealth Management Specialist. This is an exciting opportunity to embark on a challenging and rewarding international career with deVere Group, a leading independent financial advisory organisation.About Us:deVere Group...


  • Edinburgh, Edinburgh, United Kingdom deVere Group Full time

    Job OverviewAt deVere Group, we offer a dynamic platform for ambitious individuals to thrive in global financial planning. We're looking for skilled professionals to join our team and contribute to our mission of providing innovative wealth management solutions.Key Responsibilities:Developing and maintaining strong client relationships through excellent...


  • Edinburgh, Edinburgh, United Kingdom The Family Office Group Full time

    Job Title: Global Private Wealth ExpertWe are seeking a driven and enthusiastic professional to join our team as a Global Private Wealth Expert. The role involves conducting intensive research to identify top-level private wealth/investment speakers, creating business-benefit packed investment programs, and managing summit programs onsite.About the Role:The...


  • Edinburgh, Edinburgh, United Kingdom Seven Investment Management LLP Full time

    **Job Role:** Wealth Management StrategistSeven Investment Management LLP is seeking a highly skilled Wealth Management Strategist to join our team.We offer a competitive salary of £60,000 - £80,000 per annum, depending on experience.Key Responsibilities:Support the development of strategic plans to drive business growth.Conduct industry research and...


  • Edinburgh, Edinburgh, United Kingdom Seven Investment Management LLP Full time

    Job DescriptionWe are looking for a seasoned Wealth Advisory Manager to lead our Private Client Team in providing exceptional wealth management services to our high net worth clients. As a key member of our team, you will be responsible for delivering comprehensive wealth management solutions, including investment advice, tax planning, and retirement income...


  • Edinburgh, Edinburgh, United Kingdom Seven Investment Management LLP Full time

    About the RoleThis is an exciting opportunity for a seasoned professional with excellent client-facing skills and strong analytical abilities. You will work closely with colleagues to deliver our Wealth Management 360 service and other financial planning solutions. Your role will involve engaging with clients, understanding their needs, and presenting...


  • Edinburgh, Edinburgh, United Kingdom Tarka Talent Full time

    Career Advancement in Financial ServicesWe are looking for an experienced Wealth / Asset Management Consultant to join our team in London or Edinburgh. As a key consultant, you will play a critical role in driving change and transformation in the financial services industry.About the Role:You will lead operational and change initiatives in wealth and asset...


  • Edinburgh, Edinburgh, United Kingdom ENGINEERINGUK Full time

    Job OverviewWe are seeking a highly motivated and organized Wealth Management Specialist to join our team in London. This role will be responsible for delivering exceptional client service, ensuring compliance with regulatory requirements, and contributing to business-wide initiatives.About UsCazenove Capital is the wealth management business of Schroders, a...


  • Edinburgh, Edinburgh, United Kingdom Seven Investment Management LLP Full time

    About the RoleWe are seeking a highly skilled Financial Planning and Wealth Management professional to join our Private Client Team as a Financial Planning and Wealth Management Executive. This is an excellent opportunity for an experienced individual to take on a leadership role in managing complex financial planning needs of high net worth clients.The...


  • Edinburgh, Edinburgh, United Kingdom Tarka Talent Full time

    Senior Consultant and Manager Position in Wealth and Asset ManagementWe are looking for a highly skilled professional to lead our consulting team in London or Edinburgh.About the Job DescriptionThis role requires someone with operational or change experience in wealth, asset management, or private banking. You will work closely with global financial...


  • Edinburgh, Edinburgh, United Kingdom Schroders Recruitment Full time

    About Cazenove CapitalCazenove Capital is a leading wealth management business providing investment solutions to private individuals, families, and charities. Our expertise in financial planning enables us to deliver tailored advice and guidance to meet our clients' unique needs.The RoleWe are seeking a skilled Wealth Management Advisor to join our team of...


  • Edinburgh, Edinburgh, United Kingdom Avaloq Full time

    Wealth Management ProfessionalAvaloq, a leading provider of wealth management technology and services, is seeking a Wealth Management Professional to join its team. With a strong focus on innovation and customer satisfaction, the company offers a challenging and rewarding work environment that allows employees to grow and develop their careers.The ideal...


  • Edinburgh, Edinburgh, United Kingdom Meraki Talent Ltd Full time

    Job OverviewThe Wealth Management Administrator will support Wealth Managers in managing client relationships, ensuring timely information is available for client meetings. The ideal candidate will possess strong organisational skills and attention to detail, with the ability to manage multiple tasks and prioritise effectively.


  • Edinburgh, Edinburgh, United Kingdom Schroders Recruitment Full time

    We are Schroders Recruitment, a leading wealth management firm headquartered in London. We offer a range of services, including investment, wealth planning, lending, and family office services. Our team is dedicated to delivering excellent client service and investment management for our clients.The role of an Assistant Fund Manager is a critical one,...


  • Edinburgh, Edinburgh, United Kingdom Meraki Talent Ltd Full time

    We are recruiting for an experienced Operations Coordinator to join our Wealth Management team in Edinburgh. The successful candidate will have previous experience working in an administrative role within the financial services sector and possess excellent organisational skills with the ability to manage multiple tasks and prioritise effectively.Your key...


  • Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full time

    Seeking Wealth Management ExpertSalary: £60,000 - £80,000 per annum (dependent on experience)About the Company:Quilter Financial Planning is a respected leader in the financial services sector, committed to providing expert advice to clients.Job Summary:We're searching for a skilled Wealth Management Expert to join our team. You'll work collaboratively...


  • Edinburgh, Edinburgh, United Kingdom Schroders Recruitment Full time

    About Schroders RecruitmentWe help private individuals, families, and charities achieve their long-term financial objectives.Our Wealth Planners provide expert financial advice to clients and prospects, incorporating all aspects of regulated advice, including pensions, tax advice, and general guidance on financial issues.Job RoleWe are looking for a highly...


  • Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    Job Overview">We are seeking an experienced Independent Financial Advisor to join our wealth management practice, specializing in high net worth clients. As a key member of our team, you will leverage your market knowledge and exceptional service skills to deliver first-class advice and relationship management.This role involves servicing a book of business...


  • Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    We are seeking a highly skilled Wealth Management Administrator to join our team in Edinburgh. As a key member of the support team, you will be responsible for report writing, research, and financial reviews for HNW clients.The successful candidate will have experience in a whole of market/IFA environment or as a provider with expertise in report writing and...


  • Edinburgh, Edinburgh, United Kingdom Broadgate Full time

    Broadgate is a leading provider of tech services to the wealth management and platform sectors globally. We are seeking an experienced Regulatory Compliance Officer - Wealth Management to join our team in Edinburgh. As a key member of our Regulatory Advisory department, you will play a critical role in shaping our compliance strategy and ensuring the...