High Net Worth Individual Portfolio Manager

Ateca is seeking a highly skilled High Net Worth Portfolio Manager to join our team in London, UK. As a Senior Private Banker, you will be responsible for managing client portfolios to ensure optimal performance and satisfaction. This includes attracting and retaining high net-worth clients, developing and implementing strategic business plans, and managing...

About the Role:We are seeking a highly skilled and experienced Tax Expert for High Net Worth Individuals to join our team at AJ Chambers. As a key member of our team, you will be responsible for delivering outstanding client service and providing expert tax advice to our clients. This is a fantastic opportunity to advance your career in the field of tax law...

Job Title: Tax Professional - High Net Worth IndividualsWe are seeking a motivated and driven tax professional to join our growing team. As a tax professional, you will be responsible for handling a varied portfolio of clients, including high net worth individuals and non-domiciles.Key Responsibilities:* Preparing tax returns of varying complexity* Handling...

Job Summary: We are currently seeking a highly skilled High Net Worth Client Manager to join our team at Armstrong Knight. The successful candidate will be responsible for managing a portfolio of high net worth individuals, partners, and business directors, providing expert tax advice and guidance to ensure they meet their complex tax obligations. Key...

Job Opportunity: High Net Worth Individual PartnerWe are seeking a seasoned private client partner to join our team at JK Legal. The successful candidate will have a deep understanding of private wealth management and the ability to provide expert advice and guidance to high net worth individuals.This is an opportunity for a motivated individual to make a...

We are searching for a top-tier High-Net-Worth Individual EA to provide exceptional support to a high-profile individual.The ideal candidate will have extensive experience in managing complex schedules, coordinating international travel, and handling personal tasks.Key Duties:Manage the principal's calendar, ensuring seamless coordination with the production...

BCL Legal is a leading law firm in Suffolk, offering high-quality legal services to high net-worth clients.About the Opportunity:We are looking for an NQ solicitor to join our Private Client team, which is highly rated in the Legal 500. The team handles a diverse range of matters for HNW clients, including estate planning, trusts, tax advice, and wealth...

Private Client Tax Manager or Senior Manager – LondonLONDON'S LARGEST INDEPENDENT ACCOUNTANCY FIRM is currently looking to recruit into their Private Client Tax Team. As a Tax Manager or Senior Manager, you will report into the Private Client Tax Partners, working with the Partners and Managers in running the department.This role would ideally suit a CTA...

Job DescriptionAs a High Net Worth Individual Support Specialist, you will be responsible for providing exceptional financial support and advice to high net worth individuals. Your expertise will help them navigate complex financial situations and achieve their goals.ResponsibilitiesWork closely with high net worth individuals to understand their financial...

Are you an exceptional Personal Assistant looking for a new challenge? We are seeking a highly skilled and experienced individual to join our team as a High Net Worth Individual Support Specialist. In this role, you will provide bespoke support to a high net worth individual, ensuring seamless transitions between personal and professional commitments.The...

Job OverviewWe are seeking a highly skilled and experienced Executive Assistant to join our team at 19 London. This is an exceptional opportunity to work closely with a visionary tech entrepreneur, providing personalized support and ensuring seamless operations.The ideal candidate will have over 5 years of experience as a Private Personal Assistant for High...

Portfolio Management OpportunityLevitate Recruitment is partnering with a top accounting firm in Central London to find a senior tax professional who can manage high-net-worth private client portfolios. The ideal candidate will have experience in compliance, team management, and planning projects.Responsibilities:Managing junior staff and ensuring timely...

Job Description: High-Level Administrative Support for a High Net Worth IndividualLavender Jones Recruitment is seeking a highly skilled and experienced Personal Assistant to support a High Net Worth Individual.This role involves providing administrative support to the individual, including managing their diary, arranging travel, and building relationships...

Are you a highly skilled individual looking for a challenging role in a top-tier firm?We have an exciting opportunity for an Experienced Private Client Advisor to join our team at Pro-Tax, a leading London Top 10 firm.As a key member of our team, you will be responsible for providing expert tax advice to high net worth individuals and their families, helping...

Role OverviewWe are seeking a highly entrepreneurial individual to join our team as a Private Client Director. This role involves qualifying and scheduling face-to-face appointments with high-net-worth leads, meeting with prospective clients to gather new business, and working closely with portfolio management and client service groups.

About the RoleWe are seeking an experienced High Net Worth Investor Relations Manager to join our team at Fisher Investments Europe. As a Private Client Director, you will be responsible for connecting with high-net-worth individuals to schedule face-to-face appointments, gathering new clients and assets for the firm.This role involves making warm initial...

About the OpportunityWe are excited to offer a Private Client Account Manager position within our Private Clients team at Howden.As a key member of our team, you will be responsible for managing a portfolio of high-net-worth clients, providing exceptional service, and identifying opportunities for growth.You will work closely with colleagues to develop and...

Job Title: Senior Tax Manager for High Net Worth IndividualsThis role requires strong technical knowledge of income and capital taxes planning issues facing wealthy individuals and their families. The ideal candidate will have extensive experience of advising on domicile, residence, remittance, and offshore trust structures. As a senior manager, you'll be...

Arbuthnot Latham is seeking a highly skilled High Net Worth Client Relationship Manager to join its Private Banking team in London. As a High Net Worth Client Relationship Manager, you will be responsible for managing a portfolio of high net worth clients and developing relationships with key stakeholders.Responsibilities:Manage and develop a portfolio of...

Are you a seasoned tax professional looking to take your career to the next level? We have an exciting opportunity for a High Net Worth Tax Manager to join our client's top-tier private client tax department in London.About the RoleAs a High Net Worth Tax Manager, you will be responsible for driving personal tax advisory work for both existing and...