Wealth Management Client Support

**Job role**: Wealth Management Client Support **Reports to**: Client Support Team Manager **Location**: Leeds **Package**: £20,000 £25,000 depending on experience plus benefits package **Hours of work**: 37.5 hours per week (Hours of work will be flexible and dictated by the needs of the business, therefore it is expected that the successful applicant...

**Wealth Management Executive** **Leeds** 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. In your new role you will support...

A leading financial institution in Leeds is looking for a Wealth Manager to maintain relationships and identify new opportunities for clients. Responsibilities include managing a financial planning client base, conducting client conversations, and networking for business development. The ideal candidate will have Level 4 CII (preferably working towards Level...

**Reports to**: Client Support Team Manager **Location**: Leeds **Package**: £20,000 £25,000 depending on experience plus benefits package **Hours of work**: 37.5 hours per week (Hours of work will be flexible and dictated by the needs of the business, therefore it is expected that the successful applicant will work those hours necessary to successfully...

A leading wealth management firm seeks a Wealth Manager based in Leeds. The role involves managing existing client relationships, developing new business, and delivering exceptional financial advice. Required qualifications include at least Level 4 CII and demonstrable experience in a wealth management role. The firm offers a comprehensive Total Rewards...

Industry SME Client Partner - Asset & Wealth Management (Client Partner I) Who We Are: Born digital, UST transforms lives through the power of technology. We walk alongside our clients and partners, embedding innovation and agility into everything they do. We help them create transformative experiences and human-centered solutions for a better world. UST is...

**Wealth Management Administrator** **Location - Leeds** **Salary - £28,000 - £34,000 (DoE)** An excellent opportunity has arisen for a professional Administrator to join this friendly and proactive St. James’s Place Partner Practice, who specialise in meeting the financial needs of Professionals, Private Clients, Business Owners, and Retirees. You...

A leading IT consulting firm in the UK seeks an experienced Industry SME Client Partner for Asset & Wealth Management. You will manage key client accounts and drive business growth through technology-led transformations. The ideal candidate has over 15 years of experience in account management within AWM and a strong understanding of front-to-back processes....

Job Title : Premier Wealth Relationship Manager (relocation opportunity to Dubai) Location : Dubai Role Purpose HSBC International Wealth and Premier Banking aims to be the international bank of choice for affluent customers, supporting their domestic and international banking, and holistic wealth management needs. We provide a leading premium proposition...

Job DescriptionMy client is a nationally established professional services group offering accountancy, advisory, and fully independent financial planning services. With strong UK coverage and a reputation for quality, the firm combines national capability with the personal approach of an independent practice.Their Wealth Management division is expanding, and...