Director (High Net Worth)

Key Job ResponsibilitiesAs a Business Development Director, you will be responsible for acquiring high-net-worth clients and managing your business remotely from home. You will present wealth management solutions to high-net-worth investors and report to a Managing Director. The OpportunityThis role allows you to manage your territory within driving...

Job Title: Strategic Wealth AdvisorOverview: We are seeking an experienced wealth advisor to join our team. As a strategic wealth advisor, you will be responsible for delivering comprehensive wealth management guidance and bespoke financial solutions to high-net-worth individuals.Responsibilities:Strategic Wealth Management: Develop and implement...

Job OverviewWe are seeking a seasoned underwriting professional to lead our high net worth team. As a Director, you will be responsible for handling complex cases, collaborating with clients, and driving business growth.The ideal candidate will possess strong technical skills, excellent communication abilities, and the capacity to work effectively in a...

About the RoleAs a key team member, you will be responsible for managing all high net worth submissions assessed by our department.You will ensure quality and turnaround time targets are met, with a focus on delivering excellent results.Key ResponsibilitiesProcess all high net worth submissions efficiently and accurately.Verify completeness and accuracy of...

Job Title:A Portfolio StrategistJob Description:As a high net worth wealth manager, you will play a pivotal role in our team. Key Responsibilities: Identify and target potential ultra high net worth clients who align with our client profile.Develop and execute innovative strategies to acquire new ultra high net worth clients, expanding our client base.Build...

Wealth Management Specialist Job Description Job Purpose: Responsible for managing and growing clients' wealth through optimization of risk, return, and liquidity.Our team is looking for a skilled Wealth Management Specialist to join our ranks. As a key member of our team, you will be responsible for providing top-notch financial advice and guidance to...

**Your new company** This leading Life Insurance business is currently hiring for a High Net Worth Underwriter to grow their business with a focus on high net worth products. **Your new role** **What you'll need to succeed** You will have at least 8-10 years of strong experience in Underwriting a profitable book across Life, Disability, Critical Illness,...

Private Client Advisor RoleThe Citigold Private Client Advisor is a trusted partner for high-net-worth individuals, offering bespoke wealth management guidance and sophisticated financial solutions.This strategic role involves proactively anticipating client needs, crafting personalized strategies that include investment management, advanced planning, and...

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...

As a strategic partner for high-net-worth individuals, you will deliver comprehensive wealth management guidance and bespoke financial solutions. Serving as a trusted advisor, you will proactively anticipate client needs, crafting personalized strategies that encompass sophisticated investment management, advanced planning, and expert navigation of complex...