Wealth Manager
1 week ago
Job description A leading Private Bank are seeking an additional Relationship Manager to join their growing presence in Scotland. Based out of either Edinburgh or Glasgow, you will be the principal point of contact for HNW and UHNW clients - responsible for delivering comprehensive wealth-management solutions, deepening client relationships, and growing the client portfolio in line with the bank's strategic objectives.The ideal candidate;Recent and relevant experience within a Private Bank or Wealth Management/Investment Management businessCISI qualifications - either qualified to Level 6 PCIAM or Level 7 Chartered Wealth ManagerExperience in nurturing relationships with HNW clientsCan demonstrate an ability to tap in to an external network of professional introductions (such as accountants, lawyers) My client has a prestigious brand and has established itself in key cities across the UK. They are entering an exciting period of further growth, with Scotland being identified as a key driver in it's further strategic plans - resulting in an exciting time to be part of its journey.
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Wealth Management Administrator
14 hours ago
Glasgow, United Kingdom Succession Wealth Full time**Administrator - Wealth Management** **Salary of £25,000 to £28,000 (DOE)** **Hybrid working - partly from our Glasgow office blended with home working** **Excellent benefits** including 25 days annual leave increasing with service, flexible and agile working opportunities to allow for a great work/life balance, Company Maternity and Paternity Pay, a...
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Financial Services Administrator
5 days ago
Glasgow, United Kingdom Succession Wealth Full time**Financial Services Administrator - Wealth Management** **12m Fixed Term and Permanent Roles Available** **Excellent benefits package (see below for full details)** **Hybrid working, based partly from home and partly from our Glasgow office.** **We are Succession Wealth**, from “start-up” in 2009, we are now one of the leading independent financial...
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Wealth Manager
5 days ago
Glasgow, United Kingdom IDEX Consulting Full timeJob descriptionA leading Private Bank are seeking an additional Relationship Manager to join their growing presence in Scotland.Based out of either Edinburgh or Glasgow, you will be the principal point of contact for HNW and UHNW clients - responsible for delivering comprehensive wealth-management solutions, deepening client relationships, and growing the...
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Wealth Manager
2 weeks ago
Glasgow, United Kingdom IDEX Consulting Ltd Full timeA leading Private Bank are seeking an additional Relationship Manager to join their growing presence in Scotland. Based out of either Edinburgh or Glasgow, you will be the principal point of contact for HNW and UHNW clients - responsible for delivering comprehensive wealth-management solutions, deepening client relationships, and growing the client portfolio...
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Wealth Manager
4 days ago
Glasgow, United Kingdom IDEX Consulting Ltd Full timeOverviewA leading Private Bank are seeking an additional Relationship Manager to join their growing presence in Scotland. Based out of either Edinburgh or Glasgow, you will be the principal point of contact for HNW and UHNW clients - responsible for delivering comprehensive wealth-management solutions, deepening client relationships, and growing the client...
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Wealth Management Executive
2 weeks ago
Glasgow, United Kingdom Barclays Full time**Wealth Management Executive** **Glasgow** As a Barclays Wealth Management Executive, you will be assisting the Wealth Manager in acquiring, servicing and retaining clients to deliver overall business goals. This is an excellent opportunity to become a key point of contact for the client for day-to-day operational matters. You will support the Wealth...
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Wealth Management Administrator
2 weeks ago
Glasgow, United Kingdom RGH‑Global Limited Full time**Wealth Management Administrator** Provide high-quality administrative and operational support to Wealth Planners in delivering excellent client outcomes. Work efficiently within established compliance and regulatory frameworks, ensuring processes are followed accurately and consistently. Act as a key point of contact between Wealth Planners, internal...
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Wealth Management Administrator
6 days ago
Glasgow, United Kingdom RGH-Global Limited Full timeWealth Management Administrator Provide high-quality administrative and operational support to Wealth Planners in delivering excellent client outcomes. Work efficiently within established compliance and regulatory frameworks ensuring processes are followed accurately and consistently. Act as a key point of contact between Wealth Planners internal teams and...
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Wealth Management Administrator
2 weeks ago
Glasgow, United Kingdom RGH-Global Limited Full timeWealth Management Administrator Provide high-quality administrative and operational support to Wealth Planners in delivering excellent client outcomes. Work efficiently within established compliance and regulatory frameworks, ensuring processes are followed accurately and consistently. Act as a key point of contact between Wealth Planners, internal teams,...
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Wealth Management Administrator
7 days ago
Glasgow, United Kingdom RGH-Global Limited Full timeWealth Management Administrator Provide high-quality administrative and operational support to Wealth Planners in delivering excellent client outcomes. Work efficiently within established compliance and regulatory frameworks, ensuring processes are followed accurately and consistently. Act as a key point of contact between Wealth Planners, internal teams,...