Wealth Manager – Financial Planning (UK OFFICE) recruitment
Responsibilities:Providing financial planning servicesAdvising clients on their current financial situationUndertaking financial reviewsReviewing existing portfolios/situationsMarketing the company’s services productsAcquiring new clients where possibleServicing existing clientsRequired:Experience in giving financial adviceRDR Qualified or Near QualifiedBenefits:Competitive base salary bonus structureEmployed positionExisting leads suppliedExisting network to leverageExcellent benefits packageSuperb training schemeIf you are interested, please send a CV directly through eFinancialCareers, or Read more […]
Wealth Manager / Private Banker – Scandinavia desk recruitment
With a forward-thinking business-model centred on open architecture, entrepreneurship and flexibility, they boast as impressive network of professionals/3rd party suppliers – equipping them to deliver progressive institutional wealth management products to the broader private market. Having experienced record growth in the past two years (despite times of global financial crisis) they look to expand into a new target market – SCANDINAVIA / THE NORDIC REGIONS – and seek senior private banking/relationship management candidates to drive this business forwards.KEY MARKETS OF INTEREST include: – NORWAY Read more […]
Wealth Manager – Latin America recruitment
100% client-driven, our client boasts some of Switzerland’s top private banks as custodians, and operates with complete independence in studying various alternatives for asset management. Acting as the intermediary between financial institutions, investment managers and financial service providers, they offer an unrivalled infrastructure and have established themselves as a market-leading provider of wealth management solutions to their wealthy clientele.The opportunity is ideal for those candidates coming from a private banking background, looking to move into a more independent, flexible environment Read more […]
Discretionary Relationship / Wealth Manager – SOUTHAMPTON recruitment
This role sits within a team offering tailored wealth management services to high net worth private and corporate clients around the UK. Working closely with portfolio managers and investment support staff, you will be the primary contact for the client, assessing and communicating investment solutions while working within all current industry standards and risk parameters. The successful candidate with have a successful track record working with HNW private and corporate clients and a high level of familiarity with sophisticated discretionary investment products and solutions. A key element of Read more […]
Wealth Manager / IFA recruitment
Committed to providing professional advice in a clear straight forward manner you can be assured of joining a company who have the customer at the forefront of everything they do. Operating in an RDR compliant manner they are well positioned in a changing market and will have no issues with their proposition beyond the impending regulatory changes.Due to expansion they are now seeking a motivated, client focussed advisor who understands the importance of delivering exceptional service at all times. With a passion and belief in investing in their people you can expect a whole lot of support when Read more […]
Senior Private Banker/Wealth Manager – Top Tier Bank recruitment
Requirements:Relevant experience in Private Banking/Wealth ManagementRelevant technical knowledgeGood market knowledgeUnderstanding of competitorsGood networks e.g. Networks, Law firms, Accountancy Practices, Offshore/Onshore, Referral Sources, UHNW and/or Wealthy Families etcUnderstanding of sophisticated client requirementsEither transferable contact base or Marketable client baseIt is understood that clients may not wish to transfer assets in turbulent markets, and it will take time to build a book at this new company.Salary and package is irrelevant at this stage, but will be comensurate Read more […]
Senior Private Banker/Wealth Manager – Global Bank based in London Office UK recruitment
Our client is looking for an experienced individual that can service a sophisticated book of clients, that are either self-generated or existing within the bank, and also generate new assets from sophisticated clients.RESPONSIBILITIES: Client Servicing – reviews, updates, new products/services, client eventsRelationship Management – entertain, increase usage, develop referralsAcquire clients – new clients, develop own networks, leverage internal networksDevelop networks – build introducers, referrals, internal peer networksSenior Member of TeamREQUIREMENTS:Private Banking/Wealth Management/Motivated Read more […]
Wealth manager/Investment manager/Relationship manager – High Net Worth, Private clients, Asian clients, Hong Kong recruitment
Multi-billion dollar London based Wealth management firm seeks talented Wealth/Investment manager/Relationship manager with experience offering portfolio management and advisory for Asia based HNW clients and institutions. Most of the business is private clients. The client is interested in speaking to professionals from Wealth/Investment management who have a proven track record building relationship with Asian and Global HNW clients, managing HNW portfolios. The platform is substantial and can offer a high quality service, backed by a world class sales team, and global offices.The firm Read more […]
Wealth Manager / Senior Wealth Manager recruitment
JOB DUTIES AND RESPONSIBILITIES: • You will be tasked with sourcing new customers for the Wealth Management business of First Gulf Bank.• Focusing on developing a book of clients.• Bring in assigned/target upfront revenue for the business.• Increase assets under management.• Bring in fresh deposits as per target.• To provide maintain, on an ongoing basis, a daily sales report, figures, forecasting any other records which may be required by the Team Leader/Cluster Head to keep up-to-date records of sales performance.• Understanding the needs of the end customer providing Read more […]
Wealth Manager – IFA recruitment
My client is seeking a Wealth Manager IFA for their operation based in the Channel Islands.However you can based from home and work remotely with your existing client/custome baseIdeally you will have at least 5 years experience/knowledge as a IFA/Wealth Manager.You will have an active portfolio of clients/customers from the HNW section of the community within your area who require a range of Wealth Management products/servicesPreferred:Industry-related courses – FPC etc.Professional designations (Certified Financial Planner, Chartered Accountant, Chartered Financial Analyst)Second language an Read more […]