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Wealth Manager
Found in: Appcast UK C C2 - 4 days ago
JCW Group London, United KingdomOur client are a growing Investment and Wealth Management firm in London. At present they're looking for an experienced Wealth Planner, who will play a pivotal role in providing comprehensive financial planning services to their high-net-worth clients. You will collaborate closel ...
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Wealth Manager
Found in: Ziprecruiter UK C2 - 2 days ago
MW Recruitment Limited London, United KingdomJob Description · Our client is a major UK Wealth Manager and are looking for a VP level Wealth Manager to act as a trusted advisor to their HNW clients helping them achieve their financial goals by providing wealth planning advice, investment solutions, credit solutions and day ...
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Wealth Manager
Found in: Appcast UK C C2 - 6 days ago
BWD Search & Selection London, United KingdomA well established Private Bank is currently in search of a Wealth Manager to join their London based team. Renowned for their client-centric approach, this firm offers a premier investment proposition and a comprehensive banking suite. · In this role, you will play a pivotal par ...
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Wealth Manager
Found in: Ziprecruiter UK C2 - 4 days ago
JCW Group London, United KingdomJob Description · Our client are a growing Investment and Wealth Management firm in London. At present they're looking for an experienced Wealth Planner, who will play a pivotal role in providing comprehensive financial planning services to their high-net-worth clients. You will ...
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Wealth Manager
Found in: Ziprecruiter UK C2 - 4 days ago
Clearwater Wealth Management Greater London, United KingdomJob Description · Are you an ambitious professional who is passionate about delivering great client outcomes? · Since establishing in 2006, Clearwater Wealth Management (CWM) has helped people and businesses achieve their lifelong ambitions through high quality financial advice. ...
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Wealth Manager
Found in: Appcast UK C C2 - 9 hours ago
MW Recruitment Limited London, United KingdomOur client is a major UK Wealth Manager and are looking for a VP level Wealth Manager to act as a trusted advisor to their HNW clients helping them achieve their financial goals by providing wealth planning advice, investment solutions, credit solutions and day to day banking ser ...
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Wealth Manager
Found in: Appcast UK C C2 - 1 day ago
HBL Bank UK London, United KingdomWealth Manager · As a Wealth Manager, you will be responsible for helping individuals and families manage their financial assets and investments. Your primary goal is to grow and preserve wealth for your clients while considering their financial goals, risk tolerance, and overal ...
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Wealth Manager
Found in: Ziprecruiter UK C2 - 2 days ago
BWD Search & Selection London, United KingdomJob Description · A well established Private Bank is currently in search of a Wealth Manager to join their London based team. Renowned for their client-centric approach, this firm offers a premier investment proposition and a comprehensive banking suite. · In this role, you will ...
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Wealth Manager
Found in: Ziprecruiter UK C2 - 2 days ago
St. James's Place London, United KingdomJob Description · About the Job: · Job Title: Wealth Manager/Financial Adviser · Location: London · Minimum Requirements:Already attained OR working towards a Level 4 Qualification in Financial Advice · Earnings: Self-employed opportunity with uncapped earnings and the opportuni ...
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Wealth Manager
Found in: Jooble UK O C2 - 3 days ago
HSBC United KingdomSome careers shine brighter than others. · If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, supp ...
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Wealth Manager
Found in: Appcast UK C C2 - 4 days ago
Clearwater Wealth Management Greater London, United KingdomAre you an ambitious professional who is passionate about delivering great client outcomes? · Since establishing in 2006, Clearwater Wealth Management (CWM) has helped people and businesses achieve their lifelong ambitions through high quality financial advice. CWM has supported ...
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Wealth Manager
Found in: Ziprecruiter UK C2 - 4 days ago
HBL Bank UK Greater London, United KingdomJob Description · Wealth Manager · As a Wealth Manager, you will be responsible for helping individuals and families manage their financial assets and investments. Your primary goal is to grow and preserve wealth for your clients while considering their financial goals, risk tole ...
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Wealth Manager
Found in: Jooble UK O C2 - 3 days ago
Clearwater Wealth Management London, United KingdomSince establishing in 2006, Clearwater Wealth Management (CWM) has helped people and businesses achieve their lifelong ambitions through high quality financial advice. CWM has supported over 110 talented young people who at the time, were struggling to find an opportunity in weal ...
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Wealth Manager
Found in: Jooble UK O C2 - 10 hours ago
MW Recruitment Limited London, United KingdomOur client is a major UK Wealth Manager and are looking for a VP level Wealth Manager to act as a trusted advisor to their HNW clients helping them achieve their financial goals by providing wealth planning advice, investment solutions, credit solutions and day to day banking ser ...
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Wealth Manager
Found in: Appcast UK C C2 - 2 days ago
St. James's Place London, United KingdomAbout the Job: · Job Title: Wealth Manager/Financial Adviser · Location: London · Minimum Requirements:Already attained OR working towards a Level 4 Qualification in Financial Advice · Earnings: Self-employed opportunity with uncapped earnings and the opportunity to build real v ...
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Wealth Manager
Found in: Jooble UK O C2 - 2 days ago
JCW Group United KingdomOur client are a growing Investment and Wealth Management firm in London. At present they're looking for an experienced Wealth Planner, who will play a pivotal role in providing comprehensive financial planning services to their high-net-worth clients. You will collaborate closel ...
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Wealth Manager
Found in: Talent UK C2 - 3 days ago
HSBC London, United Kingdom Permanent - temps pleinJoin HSBC as a Wealth Manager and enjoy access to an impressive portfolio of wealth customers, growth potential, career progression, and an opportunity to bring your authentic self to a team that prides itself on making connections and building relationships. You'll support every ...
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Wealth Management
Found in: One Red Cent EUR eFC C2 - 5 days ago
Goldman Sachs London, United Kingdom Full timeWHAT WE DO · The PWM Advisor and Portfolio Management Engineering team builds critical software which enables the Goldman Sachs Wealth Management business to serve its clients. Software to construct portfolios, manage cash needs, provide in depth analysis, model scenarios and ot ...
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Wealth Manager
Found in: Jooble UK O C2 - 6 days ago
Artemis Recruitment Consultants Ltd England, United KingdomType of Position: Trainee Wealth Manager - Cheshire · Trainee Wealth Manager - Cheshire · Our client is looking to welcome a Trainee Wealth Manager into their team in Cheshire, to advise clients as appropriate to their circumstances and objectives. · Making sure portfolios are ...
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Wealth Manager
Found in: J-Vers UK C2 - 9 hours ago
BWD Search London, United KingdomA well established Private Bank is currently in search of a Wealth Manager to join their London based team. Renowned for their client-centric approach, this firm offers a premier investment proposition and a comprehensive banking suite. · In this role, you will play a pivotal pa ...
Wealth Manager - London, United Kingdom - JCW Group
Description
Our client are a growing Investment and Wealth Management firm in London.At present they're looking for an experienced Wealth Planner, who will play a pivotal role in providing comprehensive financial planning services to their high-net-worth clients.
You will collaborate closely with clients, understanding their financial goals and crafting tailored wealth management strategies to optimize their financial well-being.
This client-centric role offers a unique opportunity to work in a dynamic and sophisticated financial environment, and will play a vital part in the firm's growth as they build out the offering.
Cultivate and nurture strong, trust-based relationships with high-net-worth clients.Conduct in-depth client interviews to understand financial goals, risk tolerance, and investment preferences.
Collaborate with a team of financial experts to deliver integrated wealth management solutions.
Financial Planning and Strategy:
Develop comprehensive financial plans that align with clients' objectives, covering investments, tax planning, estate planning, and retirement goals.
Provide expert advice on asset allocation, portfolio diversification, and investment strategies.
Continuously monitor and assess market trends, regulatory changes, and economic indicators to refine client strategies.
Implement strategies to preserve and grow clients' wealth, considering risk tolerance and market conditions.
Recommend adjustments to investment portfolios based on market dynamics and clients' changing financial circumstances.
Educate clients on complex financial concepts and investment strategies in a clear and accessible manner.
Regularly communicate with clients to provide updates on portfolio performance, market insights, and relevant financial planning matters.
Conduct periodic reviews to ensure alignment between clients' financial goals and implemented strategies.
Regulatory Compliance:
Stay informed and ensure adherence to relevant financial regulations and industry standards.
Work closely with compliance teams to guarantee that all financial planning activities meet regulatory requirements.
Bachelor's degree in Finance, Economics, or a related field.
Proven experience as a Wealth Planner or in a similar client-facing role within the financial services industry.
Recognized financial planning certifications (e.g., CFP, CFA, or equivalent).
In-depth knowledge of investment products, financial markets, and wealth management strategies.
Excellent communication skills with the ability to convey complex financial concepts to clients effectively.