As a Wealth Manager, you'll be responsible for the management of relationships with the firm's UHNW clients, whose portfolios range from £5M-100M in size.
I'm supporting a well-respected wealth management firm in their search for a Wealth Manager.
The firm, who are renowned for their prestige and experience within the UHNW space, are looking for an individual experienced in the provision of private client investment advice to join their Manchesters team.
Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
If you're looking for a career that will help you stand out, join HSBC and fulfil your potential.
Our client, a national wealth management firm, is seeking an experienced, qualified Investment Manager to join their highly successful team.
This is a role that is part of the wider growth strategy so we are looking for someone who either has clients to bring or is a proven and motivated business developer, as there isn't a client bank to inherit from day one.
There is a clear progression structure on offer and extensive support as expected of a leading corporate in their field.
We are recruiting for a Wealth Management Administrator to join an established Principal Practice of St. James's Place Wealth Management based in Moorgate, London supporting one Financial Adviser / Partner.
You will be working with one Partner / Financial Adviser assisting them to deliver a first class professional client service level within an administrative capacity.
This role is provided on a full-time employed basis.
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Wakefield.
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
Financial Administrator - Wealth Management Firm - Liverpool - Basic salary £30k - £35k - Full study support
My client is an independent financial advice business who have have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across the Northwest.
The business has 3 Advisers and overall 10 staff who work with c.200 retirees, City professionals, families and professional sportsmen and women with varying levels of assets ranging from £100k - multiple millions.