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Please let us know if you are interested in any of the career opportunities in the wealth management and family office sectors. We have over 20 years of experience in the wealth management recruitment industry and work with some of the best and most forward-thinking organisations in London, the UK and internationally.
Our client is a well-known, highly regarded wealth management firm which is hiring an experienced Senior Private Client Investment Director and/or Financial Planner to be based in East Anglia. The successful candidate will be Office Head with a chance to reinvigorate the business in order to make it profitable.
Our client is a well-known, very progressive wealth management firm which is hiring a senior Charities specialist, either a Business Developer or an Investment Director who can develop a strong network of charities clients, working closely with investment consultants and professional intermediaries as appropriate.
The MD will be responsible for the delivery of the financial performance, the day-to-day operational management, the business vision and the strategic development for a well-known independent Financial Planning firm based in the South West of England. The MD will be a Partner and will contribute to the wider business strategy and performance.
The successful candidate will lead the SFO and ensure that its activities are controlled and coordinated in line with the interests of the family. The Family Office supports individual family members in various ways (particularly with tax, insurance and financial planning), is the secretariat for family trusts and supports the foundation team. The successful candidate will be client-focused and will always act in the interests of the family. The ideal candidate will have a chartered accountancy qualification, although this is not a deal-breaker (a high level of technical knowledge is absolutely required however).
Our client is a boutique MFO and investor advisor providing tailored solutions for families, foundations and institutions across Europe. The firm is hiring a Client Relations Associate who will be the first point of contact with UHNW clients. The successful candidate will have had experience working in the private wealth management sector, or similar, for an FCA or equivalent regulated private wealth asset manager, family office, private bank or similar financial institution. Excellent academic qualifications are required, as well as a high level of numeracy and good communications skills. A strong investment knowledge is also required.
Our client is one of the UK’s leading integrated wealth management and professional services group operating across the UK, Republic of Ireland and the Channel Islands. They are now hiring an individual to be responsible for the investment communications of public investment funds manufactured by the group, including unitised and centralised offerings. Clients include internal and external Financial Planners, Investment Managers and high net worth individuals. Experience of retail funds, portfolio construction, multi asset portfolios is required. An investment management qualification would be ideal.
We are retained by one of the largest and most progressive wealth management organisations, to recruit excellent Investment Directors in London and in all the major cities across the UK.
We are retained by one of the largest and most progressive combined financial planning and investment management organisations, to recruit excellent Financial Planners in London and in all the major cities across the UK.
UK international with a small team and a successful track record in N.N.A (prestigious private bank). Based in Geneva.
UK international with successful track record in business development (prestigious private bank) based in Geneva.
Senior Relationship Manager on Israeli market. For a prestigious Swiss private bank based in Geneva.
Senior Relationship Managers required for several multi family offices (could lead to a Partnership) based in Geneva.
Senior Relationship Manager on UHNWI for Swiss/French/ Monaco markets. Based in Geneva.
If we don't have an opportunity that interests you at the moment then register your details on our candidate portal and tell us the type of position you would be interested in. We are constantly being approached by companies with new opportunities and will contact you if a suitable position becomes available.
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Are you interested in working for a Family Office?
Purchase our latest book - How to work for a Billionaire - To find out more about the secretive world of family offices and what it is like to work in one. With chapters on how to prepare for an interview at a family office and the nuances of working for a family, this is a must read if you are seeking a career in this growing niche market.