Wealth Advisory Expert
2 days ago
We are seeking a talented Wealth Advisory Expert to join our team at Prestige IFA Jobs in Qatar. The ideal candidate will have 2-3 years of experience in an independent financial advisory capacity or brokerage and be UK CISI / CII level 4 qualified.
As a key member of our team, the successful candidate will be responsible for contacting clients and arranging in-depth meetings with them to best understand their financial goals and aspirations. They will then generate a proposal to enable clients to make an informed decision as to how they can achieve their financial goals.
We offer a competitive salary of $100,000 per annum, visa sponsorship, medical, and life cover. Additionally, we provide security and career opportunities with unlimited income and fully funded back office support. Our Training and Development Team facilitates continuous personal development, and attractive sales incentives, including international conventions, are available.
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Luxury Wealth Advisory Expert
1 month ago
London, Greater London, United Kingdom Ateca Consulting Full timeAteca 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...
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Wealth Advisory Lead
3 weeks ago
London, Greater London, United Kingdom Evelyn Partners Full timeJob 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...
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Strategic Wealth Management Expert
4 weeks ago
London, Greater London, United Kingdom MERJE Ltd Full timeWe 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,...
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Wealth Management Expert
4 weeks 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 days 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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Regulatory Compliance Expert
4 weeks ago
London, Greater London, United Kingdom Ocorian group Full timeRole 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.
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Tax Manager
3 days ago
London, Greater London, United Kingdom PRO-TAX RECRUITMENT LIMITED Full timeJob Title: Tax Manager - Wealth AdvisoryWe are seeking a highly skilled Tax Manager - Wealth Advisory to join our team at Pro-Tax Recruitment Limited in London. The ideal candidate will have extensive experience in private client tax planning and strategies, as well as excellent communication skills.**Key Responsibilities:**• Develop and implement complex...
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National Wealth Fund Executive
4 weeks ago
London, Greater London, United Kingdom National Wealth Fund Full timeAbout the RoleThe National Wealth Fund is seeking an experienced National Wealth Fund Executive to join its Banking and Investments Team. This role will focus on executing complex, bespoke infrastructure transactions providing equity, debt or guarantees. The ideal candidate will have demonstrable experience in infrastructure or other complex financing or...
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Wealth Management Advisory Partner
3 days ago
London, Greater London, United Kingdom Wavestone Full timeWealth Management Advisory PartnerThe Role:Wavestone is seeking a seasoned Wealth Management Advisory Partner to lead our Financial Services practice and drive business growth in international markets. As a key player, you will oversee complex client projects, leveraging deep business and technology expertise to address opportunities and challenges across...
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Wealth Advisory Specialist
2 days ago
London, Greater London, United Kingdom ACT LONDON Full timeACT LONDON is a leading provider of wealth structuring and advisory services to its select clientele based in London.About the RoleWe are looking for a highly skilled Corporate Tax Manager with expertise in navigating complex tax landscapes and providing innovative solutions.This exciting opportunity requires a seasoned professional with at least 5 years of...
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Mergers and Acquisitions Advisory Expert
4 weeks ago
London, Greater London, United Kingdom Interpath Advisory Full timeAbout Interpath AdvisoryWe are a leading financial advisory business, offering a unique blend of independence and expertise to help our clients achieve their strategic objectives.
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Financial Advisory Expert
4 weeks ago
London, Greater London, United Kingdom Interpath Advisory Full timeInterpath AdvisoryWe are a leading advisory firm with a global presence, offering expert guidance to businesses and investors.About UsWe have teams dedicated to providing tailored solutions to our clients' needs, from strategic advice to execution. Our focus is on delivering exceptional results through our expertise and commitment.Job Title: Senior...
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Wealth Advisory Specialist
2 days ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a Wealth Advisory Specialist to join their team in London. This role offers a competitive salary of £45k and provides the opportunity to work with a dynamic team in the financial sector.Responsibilities:Prospecting and contacting potential clients, ensuring sufficient client information is obtained before...
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Private Wealth Tax Expert
4 weeks ago
London, Greater London, United Kingdom VWV Full timeAbout 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...
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Financial Advisory Expert
3 days ago
London, Greater London, United Kingdom Schroders Recruitment Full timeAbout Schroders RecruitmentCompany OverviewSchroders Recruitment is a leading provider of wealth management services to private individuals, families, and charities. Our team of experts helps clients make informed decisions about their investments and achieve their financial goals.Job SummaryWe are seeking a highly experienced Financial Advisory Expert to...
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Tax Advisory Expert
4 weeks ago
London, Greater London, United Kingdom Monahans Full timeAt Monahans, we are dedicated to helping businesses thrive by combining traditional values with innovative approaches. We pride ourselves on fostering a supportive environment where professional growth and work-life balance are priorities.Job SummaryWe are seeking a skilled Tax Advisory Expert to join our team in the South West. As a key member of our tax...
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Debt Advisory Specialist
4 weeks ago
London, Greater London, United Kingdom Interpath Advisory Full timeCompetitive Salary: £60,000 - £80,000Company OverviewInterpath Advisory is a leading global advisory firm providing debt advisory services to businesses and investors. With a presence in multiple locations, our team of experts helps clients navigate the complex world of debt finance.Our Debt Advisory team is expanding rapidly, with a focus on delivering...
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Wealth Planning Expert
3 days 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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Regulatory Expert for Wealth Management
4 weeks ago
London, Greater London, United Kingdom MERJE Full timeCompliance 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...
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Wealth and Asset Management Data Leader
4 weeks ago
London, Greater London, United Kingdom CAPCO Full timeAt Capco, we're seeking a highly skilled Wealth and Asset Management Data Leader to join our team. This is an exciting opportunity to drive the growth of our data practice in the Wealth and Asset Management domain.The successful candidate will be responsible for driving commercial growth of our data practice in the Wealth and Asset Management domain,...