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HBL Bank UK
Greater London
Job 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 tolerance, and overall financial situation. Key Accountabilities Build
Job Source: HBL Bank UKSt. James's Place Financial Adviser Academy
Woodford
Job Description Company Overview: KWM, based in South Woodford, E18, is a Principal Partner Practice of St. James's Place Wealth Management, a leading FTSE 100 company managing over 150 billion in funds, focusing on quality face-to-face wealth management advice. KWM, founded in 2009, has successfully grown and built trusted relationships with a
Job Source: St. James's Place Financial Adviser AcademySt. James's Place
London
Job 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 opportunity to build real value within a FTSE 100 business. Are you an
Job Source: St. James's PlaceSt. James’s Place
London Area, United Kingdom
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 opportunity to build real value within a FTSE 100 business. Are you an ambitious profession
Job Source: St. James’s PlaceBWD Search & Selection
London
Job 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 play a pivotal part in delivering top-tier investment advice and nurtur
Job Source: BWD Search & SelectionJCW Group
London
Job 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
Job Source: JCW GroupClearwater Wealth Management
greater london, england, United Kingdom
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. CWM has supported over 110 talented young people who at the time, were struggling
Job Source: Clearwater Wealth ManagementSt. James's Place Financial Adviser Academy
Woodford, England, United Kingdom
Company Overview: KWM, based in South Woodford, E18, is a Principal Partner Practice of St. James's Place Wealth Management, a leading FTSE 100 company managing over 150 billion in funds, focusing on quality face-to-face wealth management advice. KWM, founded in 2009, has successfully grown and built trusted relationships with a diverse clientele,
Job Source: St. James's Place Financial Adviser AcademyLondon Area, United Kingdom
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.
Key Responsibilities:
Client Relationship Management:
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.
Wealth Preservation and Growth:
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.
Stay abreast of industry best practices to enhance wealth preservation and growth strategies.
Client Education and Communication:
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.
Experience and Qualifications:
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.
Wealth Manager jobs in London Area, United Kingdom
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