Boutique Wealth Manager – Client Executive

A prestigious wealth management firm in London seeks a Boutique Wealth Manager – Client Executive to support high-net-worth clients. This entry-level role involves onboarding and servicing clients, working alongside Client Directors and other internal teams. The ideal candidate should possess experience in client-facing support roles and exhibit strong...

Job DescriptionA client-centric support role in a high-touch wealth management environment. Join a collaborative and professional team helping private clients navigate their financial journey.The OpportunityBoutique, London-based wealth manager known for tailored service and long-standing client relationshipsSupport a dedicated book of high-net-worth...

Director of Corporate (Wealth Management) Join to apply for the Director of Corporate (Wealth Management) role at Titan Wealth. The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning and investment management to platform, trading, settlement and custody services. Its strategy is to offer modular,...

**Your mission**: Your career is our priority. Do you have entrepreneurial spirit? Do you have unwavering drive and work ethic? Do you have a strong motivation to develop your business, natural interest, and understanding of developments in private wealth and investment management? We have extensive experience in developing individuals from an employed...

Our client is a Boutique Wealth Manager with a few Hedge Funds. We have previously worked successfully with this client. They are seeking a very experienced permanent contractor (Compliance Consultant) with very current Wealth/Asset Management /Hedge Funds regulatory experience that can attend the office one day per week. You will act and Head of...

**About the job**: **Are you Level 4 qualified but don't have any experience Advising clients yet?** **Perhaps you have started your Level 4 but haven't finished all of your exams yet.** Well, we now have an opportunity to join our team as an Associate Advisor. This role will support you not only to complete your Financial Planning exams, but will give you...

A leading wealth management firm is looking for an experienced Events Producer to manage bespoke high-profile events for ultra-affluent clients. The role demands 3-5 years of experience in conference production, with a proven ability to deliver outstanding event products. Candidates should possess strong leadership, attention to detail, and excellent...

The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As...

**Your mission**: **Are you Level 4 qualified but don't have any experience Advising clients yet?** **Perhaps you are part way through your Level 4 but haven't quite finished all of your exams yet.** Well, we now have an opportunity to join our team as an Associate Advisor. This role will support you not only to complete your Financial Planning exams, but...

Company DescriptionZomi Wealth Management provides a range of comprehensive financial services including investments, savings, pensions, insurance, and property management. Our advanced digital platform enables clients to have an in-depth overview of their financial portfolios, allowing us to provide tailored advice and solutions. We are dedicated to...