Private Wealth Advisor
5 days ago
A Swiss private bank offering private banking and asset management services globally is seeking a Private Wealth Advisor to drive forward the commercial success of the group in the UK. The bank boasts a range of unique products that make the client experience more streamlined and efficient.
The successful candidate will have a hunter mindset for client acquisition, a robust referral network, and already have a book of clients to the value of $300 million USD which are transferable. They will also have an in-depth understanding of clients' businesses and sources of wealth generation, with an understanding of clients' goals and risk tolerance to ensure that financial strategies are appropriate.
This is a senior role requiring a minimum of 5 years' experience within the private banking space within your chosen territory. A strong knowledge of all private banking products, plus a strong aptitude to present complex financial concepts and investment strategies to potential prospects, is essential.
The ideal candidate will have excellent communication and presentation skills, be able to build and maintain relationships with business partners and colleagues across and outside the organisation, and possess a strong awareness of compliance and regulatory requirements internationally.
We offer a competitive salary range of £150,000 - £220,000 per annum, depending on experience, as well as a comprehensive benefits package, including comprehensive training, career development opportunities, and a collaborative and dynamic work environment.
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Private Wealth Disputes Advisor
1 week ago
London, Greater London, United Kingdom IDEX Consulting Full timeJob DescriptionWe are seeking a highly experienced Private Wealth Disputes Advisor to join our team at IDEX Consulting. As a trusted advisor, you will provide expert guidance on complex private wealth disputes and work closely with the non-contentious Private Wealth team.Your Key ResponsibilitiesProvide expert advice on complex private wealth disputes.Work...
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Private Wealth Advisor
1 week ago
London, Greater London, United Kingdom Heat Recruitment Ltd Full timeWe are working closely with a boutique, Top 100 FTAdviser listed Independent Financial Advice and Asset Management practice to find a talented Private Wealth Advisor to join their Private Client team.This part-time role is ideal for a near-Chartered, experienced Senior Paraplanner who wants to take their career to the next level. As a Private Wealth Advisor,...
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Private Wealth Advisor
3 days ago
London, Greater London, United Kingdom Howells Consulting Ltd Full timeRole SummaryWe are looking for a skilled Private Wealth Advisor to join our Private Client team at Howells Consulting Ltd. In this role, you will provide expert advice on inheritance tax, succession planning, and trust structures to high-net-worth (HNW) individuals and families.Main Duties:Design and implement estate planning strategies for...
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London, Greater London, United Kingdom Apollo Private Wealth Full timeAbout the RoleWe are seeking a highly motivated individual to join our team as an Associate Wealth Adviser. This role offers a unique opportunity for career advancement in wealth management, working closely with experienced Advisers to develop your skills and knowledge.Your MissionAs an Associate Adviser, you will support the completion of your Financial...
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Holistic Wealth Manager Opportunity
1 month ago
London, Greater London, United Kingdom Apollo Private Wealth Full timeWealth Management OpportunityApollo Private Wealth is a dynamic and ambitious wealth management firm that offers a unique opportunity for experienced financial professionals to join our team and build a successful career.The ideal candidate will have a strong understanding of holistic financial planning, excellent communication skills, and be able to work...
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Senior Private Wealth Advisor
1 month ago
London, Greater London, United Kingdom JK Legal Full timeJob Opportunity: Senior Private Wealth AdvisorWe are seeking an established private client partner to join our highly successful London law firm, JK Legal. With a leading reputation in media and entertainment work and a large number of high profile clients requiring private wealth advice.This is an opportunity for a seasoned professional to grow and develop...
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Private Client Advisor
4 weeks ago
London, Greater London, United Kingdom Apollo Private Wealth Full timeDevelop Your Skills as a Wealth AdviserWe're looking for a talented and ambitious individual to join our team as a Wealth Adviser. With a minimum of 2 years' industry experience and a QCF Level 4 Diploma, you'll have a solid foundation in financial services and sales.As a member of our team, you'll enjoy a competitive salary of £40,000-£60,000, depending...
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Wealth Creation Advisor
1 week 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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Generalist Private Wealth Advisor
1 week ago
London, Greater London, United Kingdom Lipson Lloyd-Jones Full timeLipson Lloyd-Jones is seeking an experienced Generalist Private Wealth Advisor to join their team in Central London.About the Opportunity:This is an excellent chance for a solicitor with 2+ years of post-qualification experience to specialize in private client law and work with high net worth individuals.The ideal candidate will have a strong background in...
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Senior Private Client Advisor
1 week ago
London, Greater London, United Kingdom Sellick Partnership Limited - Private Practice Full timeWe are recruiting for a highly skilled Senior Private Client Advisor to join our dynamic Private Client team at Sellick Partnership Limited - Private Practice. As a trusted advisor, you will provide expert guidance and support to high net worth individuals, business owners, and entrepreneurs on private wealth and family legal matters.Key responsibilities...
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Private Wealth Advisor
1 month ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeAre you looking to kick-start your career in financial services? Do you have a passion for private wealth and investment management? We are seeking a highly motivated and talented individual to join our team as a financial planning specialist. This role will provide you with the perfect opportunity to develop your skills and knowledge while working closely...
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Senior Wealth Advisor
2 weeks ago
London, Greater London, United Kingdom Howard Kennedy LLP Full timeUnlock Your Potential as a Senior Wealth AdvisorWe are seeking an exceptional Senior Wealth Advisor to join our highly regarded Wealth and Succession team at Howard Kennedy LLP. As a key member of our Private Client department, you will play a vital role in helping High Net Worth/Ultra High Net Worth individuals, their families, and advisors with their tax...
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Private Wealth Strategist
1 week ago
London, Greater London, United Kingdom cer Financial Ltd Full timePrivate Wealth StrategistWe are currently looking for a talented Private Wealth Strategist to join our wealth management team at cer Financial Ltd. This is an exciting opportunity to work with high-net-worth individuals and families, providing bespoke financial solutions.As a Private Wealth Strategist, you will be responsible for developing sales leads from...
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Wealth Management Specialist
4 weeks ago
London, Greater London, United Kingdom Apollo Private Wealth Full timeUnlock Your Potential as a Wealth AdviserYour career is our top priority, and we're committed to helping you excel in the wealth management industry. If you have an entrepreneurial spirit, unwavering drive, and a strong motivation to develop your business, you might be the ideal candidate for this role.We offer extensive experience in developing individuals...
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Senior Tax Advisor
4 weeks ago
London, Greater London, United Kingdom Chadwick Nott Full timeCompany OverviewChadwick Nott is a reputable firm known for its dynamic private client team in London, working with highly successful entrepreneurs and managing their wealth.About the RoleWe are seeking an experienced tax advisor to join our growing team, focusing on private wealth management. This is a fantastic opportunity for a tax professional looking to...
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Global Private Wealth Manager
5 days ago
London, Greater London, United Kingdom NCAA (National Collegiate Athletic Association) Full timeAs a Senior Credit Specialist at Goldman Sachs, you will play a critical role in managing credit risk for our Structured Notes issuer platform. You will develop a robust governance framework around issuer credit exposure and collaborate with Private Wealth Advisors on credit product discussions.Responsibilities:Underwrite credit risk for Structured Notes...
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High Net Worth Private Wealth Advisor
1 week ago
London, Greater London, United Kingdom Cyan Partners Full timeCompany ProfileCyan Partners is a forward-thinking firm dedicated to providing expert advice to high net worth individuals and families. Our team of experienced professionals works collaboratively to deliver tailored solutions that meet the unique needs of each client.Estimated Salary RangeThe estimated annual salary for this role is £120,000 - £200,000,...
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Private Wealth Conflict Manager
1 week ago
London, Greater London, United Kingdom IDEX Consulting Full timeAbout the RoleThis is an exciting opportunity to join our growing Private Wealth Disputes team as a trusted advisor to ultra-high net worth individuals. You will be responsible for handling complex private wealth disputes, working closely with the non-contentious Private Wealth team, and maintaining a deep understanding of international law and...
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Private Wealth Management Executive
2 weeks ago
London, Greater London, United Kingdom NCAA (National Collegiate Athletic Association) Full timeAs a Credit Risk Specialist at Goldman Sachs, you will play a critical role in supporting the growth of our Private Wealth Management business in EMEA. You will be responsible for underwriting our Structured Notes issuer platform and developing a deep understanding of our current and prospective Structured Note issuers and associated credit risks.You will...
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Head of Private Wealth Management
3 days ago
London, Greater London, United Kingdom cer Financial Ltd Full timeWe are looking for an experienced professional to lead our Private Wealth Management team as Head of Wealth Management. The successful candidate will have a strong background in private banking and investment advisory services.Key ResponsibilitiesCollaborate with the Head of Private Banking to develop the team's business strategy.Achieve annual new business...