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Wealth Management

20 May 2019

RFP Specialist


Our client, a multinational asset management company, is looking for a RFP specialist to join their Business Development team. This role will interact closely with Distribution and Product teams to provide an excellent service for clients. Key responsibilities: Prepare and complete compliant RFPs and related materials that supports the gaining of new clients and servicing […]

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17 May 2019

Marketing Manager (Wealth Management)


An exciting opportunity has arisen at a highly renowned Wealth Manager based in the city who are currently looking to hire a Marketing Manager to focus on the Private Client markets to be responsible for the creation of innovative marketing plans. Key Responsibilities: Responsible for all marketing and communications for private client products, including campaign […]

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8 February 2019

Senior Business Development Director (Wealth Management)


An exciting opportunity has arisen at a well renowned and rapidly growing Wealth Management firm based in London as a Business Development Director to drive investment growth. Key Responsibilities: Manage a team of 3 to lead business development activities in the intermediary market with a focus on Investment Consultants, Charities and Trustees. Develop and grow […]

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6 February 2019

Trainee Investment Manager

£30,000 - £35,000

Our client, a well-established wealth manager, is looking to recruit a Trainee Investment Manager to join their London office. This is a great entry level opportunity for candidates wanting to pursue the Investment Management career path. Key responsibilities Support the provision of high quality, professional investment management services to private clients and intermediaries. Work closely […]

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11 January 2019

Junior Investment Analyst


Our client, an independently owned Private Client Wealth Management firm, is looking to recruit a Junior Investment Analyst. Key responsibilities Research markets and products in order to support the senior portfolio managers in making their investment decisions Gradually develop investment knowledge with a view to managing portfolios in the future Actively studying for relevant investment […]

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7 September 2018

Digital Wealth Operations Manager


A top-tier Investment Manager who are currently building out their Digital Platform are seeking to hire Digital Wealth Operations Manager in order to help deliver and drive the services’ operating model. Key Responsibilities: Play a key role in managing the establishment of the service to the local distribution business. Lead the definition, implementation and planning […]

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