Assistant Wealth Planner , DipPFS , HNW Clients
The ClientA highly regarded Wealth Management firm servicing Financial Planning needs of HNW & UHNW clients, the main office is based in London.The RoleThe Assistant Wealth Planner will play an integral role within the Wealth planning team, taking responsibili…
Product Manager , Product Governance , Private Bank , Wealth Management
Our ClientOur client is an established Private Bank that operates on a global level.The RoleThe Product Manager will be responsible for a range of products within the Private Bank from, Portfolio Management, Advisory Services, Wealth Planning, Markets and the …
Sales Support Associate , Intermediary Client Services/CRM , Business Development , Wealth Management
The Company:A well respected and professional wealth management firm with ambitious growth plansThe Role:The Sales Support Associate will assist the Business Development Team in the delivery of nurturing adviser relationships on behalf of the Wealth Management…
Client Services Assistant , Wealth Management , A level School leaver
The Company:An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth ClientsThe Role:The Client Services Assistant will provide excellent administrative support to Investment Managers to help to deliver goo…