The quickest and easiest way to automatically be considered for all current and future opportunities in the wealth management and family office sectors is to register on our candidate portal. It only takes 5 minutes and you can update your details at any time.
Please let us know if you are interested in any of the career opportunities in the wealth management and family office sectors. We have almost 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 sophisticated, full-service, multi-generational Single Family Office which is now hiring a Relationship Manager who possesses a solid track record of developing and managing relationships with sophisticated and high-profile clients. The successful candidate must have more than five years’ wealth management/financial planning experience and possess the CFP qualification or equivalent skillset. The successful candidate will be based in the USA, ideally in New York or Chicago, although could be based in any location in the USA and work remotely.
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Our client is one of the largest and most progressive wealth management organisations which is creating a new Financial Wellbeing business. The successful candidate will be responsible for the success of the Financial Wellbeing client proposition, including setting the overall strategy and developing the proposition into a full-scale operating model. The successful candidate will also have responsibility for achieving the client Financial Wellbeing sales targets through the management of marketing and business development opportunities.
Our client is one of the largest and most progressive wealth management organisations which is creating a new Financial Wellbeing business. The successful candidate will be responsible for promoting and selling the Financial Wellbeing service to corporate clients, as well as promoting the wider firm’s products and services. A good understand of corporate clients is crucial, alongside experience of pitching and building relationships with corporates.
Our client is one of the largest and most progressive wealth management organisations which is creating a new Financial Wellbeing business. The successful candidate will be responsible for proactively managing client and partner relationships post-sale, ensuring they are getting the most out of their Financial Wellbeing platform, as well as serving as a liaison and client advocate.
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 wealth management organisations, who are looking to recruit excellent Investment Directors in Scotland.
We are retained by one of the largest and most progressive wealth management organisations, who are looking to recruit excellent Investment Directors in Northern Ireland.
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.
We are retained by one of the largest and most progressive wealth management organisations, to recruit excellent Relationship Managers in London and in all the major cities across the UK.
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.
