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Wealth Management Client jobs in London

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CLIENT EXPERIENCE MANAGER - GERMAN SPEAKER

Building and maintaining strong, long-term relationship with clients/users through regular proactive outreach. Advocating for client interests within the organization, ensuring their needs are considered. Monitoring client health,...

CompanyNotified
AddressLondon, England
CategoryMultilingual
Job typePermanent
Date Posted 2 weeks ago See detail

Client Experience Manager - German speaker

Notified

London, England

Building and maintaining strong, long-term relationship with clients/users through regular proactive outreach. Advocating for client interests within the organization, ensuring their needs are considered. Monitoring client health,...

2 weeks ago seen See more...

Client Account Manager

Dramatic Resources Ltd

London, England

£34,000

To manage, and act as the main point of contact for, specific Client Accounts and programmes looking after client events from end-to-end (liaising with client contacts, scheduling in-person and online training events, briefing t...

2 weeks ago seen See more...

Associate, Client Management / Relationship Manager Support

Royal Bank Of Canada

London, Greater London

Deliver an unrivalled client experience and support Relationship Managers in delivering new and sustainable revenues for WMI in line with the Sales & Relationship Management (S&RM) Sales Methodology. Act as a point of contact to i...

2 weeks ago seen See more...

Wealth & Asset Management Internal Audit Manager

Bdo

London, Greater London

Competitive + benefits

Internal audit, second line assurance or advisory assignments experience and be conversant with regulatory requirements, control risks, controls and industry practices in this area. . Demonstrable experience in the delivery of fin...

2 weeks ago seen See more...

Senior Manager - Private Client Tax

Howells Consulting Ltd

London, England

To £95,000 + Bens

If you enjoy both client-facing relationship management and tax technical guru duties, this role could be for you!A new opportunity has arisen to join one of Londons respected mid-sized accountancy firms. It is a high profile r...

2 weeks ago seen See more...

US Tax Manager - Private Client

Brewer Morris

London, England

GBP55000 - GBP75000 per annum

Manage US client portfolios, overseeing tax compliance and relationship management. Develop and execute tax strategies for clients with US and UK interests. Review US tax returns for accuracy and compliance. Provide proactive tax...

2 weeks ago seen See more...

US Tax - Private Client (Assistant Manager)

Brewer Morris

London, England

GBP45000 - GBP70000 per annum

Manage an US client portfolios, overseeing tax compliance and relationship management. Execute tax strategies for clients with US and UK interests. Oversee and handle US tax returns for accuracy and compliance. Provide proactive t...

2 weeks ago seen See more...

US/UK Private Client Tax Manager

Pro-Tax

London, England

GBP65000 - GBP78000 per annum + bonus & flexible working

*Build and maintain strong relationships with clients, providing proactive tax advice and addressing their needs in a timely and professional manner. *Work collaboratively with the wider tax team.Skills & expertise: *US Enrolled A...

2 weeks ago seen See more...

Accountant - Client Manager - Hybrid

Pyramid Search

London Colney, Hertfordshire

£40,000 - £45,000/annum excellent benefits

At least 3 years practice experience. Good communication skills and the ability to build relationships with clients. Ability to manage your own workload and prioritise work to ensure all deadlines are met. Strong use of Excel and...

3 weeks ago seen See more...

Client Services Manager

Search

London, England

£50,000/annum 10% Bonus

* To support Account Managers with managing site team, liaising with our various Business Support functions (HR, IT, Health and Safety, Operations and Finance) to ensure team wellbeing, safety and compliance is adhered to at all t...

3 weeks ago seen See more...

Client Manager

Bennett And Game Recruitment Ltd

London, England

£40,000 - £70,000/annum

AAT qualified, part ACCA qualified, ACCA qualified. Previous accountancy practice experience and training is essential. UK citizen. Commutable distance. Confident, experienced, intelligent, organised, and communication skills are...

3 weeks ago seen See more...

Wealth Management Lawyer - 2-6PQE - PERM

Eximius Law

London, England

Competitive

drafting, reviewing and negotiating bespoke investment management agreements, custody, lending and other relevant documentation;. responding to ad hoc legal queries arising from the UK Wealth Management business;....

2 months ago seen See more...

Business Analyst - Wealth Management

Hays Specialist Recruitment Limited

London, England

£75,000 - £90,000 per annum

They are dedicated to holding close relationships with their clients to be able to help to create a more secure financial future. The Business Analyst will be required to work on a specific high-profile programme focussing on thei...

2 months ago seen See more...

Manager, Client Services

Insights Driven Research

London, England

£35,000 - £45,000 a year

Serve as a single point of contact with assigned clients. Coordinate with clients on the execution of their respective projects. Keep clients updated on the status of their projects and ensure that expectations are adequately mana...

2 months ago seen See more...

Wealth Management Administrator

Burgh Recruitment Ltd

London, England

£28,000 - £34,000 per annum

Dealing with a wide variety of administrative tasks supporting colleagues and clients of the Practice. Dealing with enquiries and correspondence from clients and providers by email and phone. Booking in review meetings and prepari...

2 months ago seen See more...

Construction Project Manager - Client Side

Reed Talent Solutions

London, England

£52,242 - £67,836 per annum, inc benefits

Annual Salary: 52,242 to 67,836 per annum plus benefits,. Location: hybrid / Southwark. Job Type: Full-time. 2 Years Fixed Term - employed directly by London Fire Brigade. Project manage suppliers and internal stakeholders to...

2 months ago seen See more...

Senior Technical Delivery Manager - Client Lead Portfolios - Hiring Immediately

Fidelity International

London

Growing your career as a Full Time Senior Technical Delivery Manager - Client Lead Portfolios is an incredible opportunity to develop productive skills.Senior Technical Delivery Manager - Client Lead Portfolios Contract length: 6...

2 months ago seen See more...

Private Client Tax Assistant Manager

Pro-Tax

London, Greater London

GBP55000 - GBP65000 per annum + excellent benefits package

Manage the self assessment compliance process for certain strategically important, high value, and/or technically complex clients, with support from colleagues where appropriate.Build up a wide understanding of your clients' tax a...

a month ago seen See more...

Private Client Tax Senior Manager

Buckley Consulting

London, England

To £90,000 + Benefits

The Private Client Tax team continues to expand and the firm is keen to ensure that work loads are effectively managed. You will be responsible for a portfolio which will include UHNW and HNW, entrepreneurs, non-UK domiciled and n...

a month ago seen See more...

Private Client Tax Manager

Pro-Tax

London, England

GBP67000 - GBP77000 per annum + excellent benefits package

With a CTA qualification in your armoury and using your sensational advisory skills, you will be responsible for providing expert tax advice to high net worth individuals, entrepreneurs, and business owners. Take your career to th...

a month ago seen See more...

Hedge Funds/VC Tax Manager - Move from Private Client

Pro-Tax

London, Greater London

GBP60000 - GBP80000 per annum + car allowance

Managing a portfolio of hedge fund and venture capital clients, overseeing their tax compliance requirements. Offering strategic tax advice, including M&A tax planning and structuring. Collaborating with other departments within t...

a month ago seen See more...

Senior Client Assets Compliance Manager (CASS) - Risk & Compliance

Hsbc

London, Greater London

Youll be contributing your existing expertise to support a truly global bank whilst gaining skills and experience in in high growth areas such as digital assets, and FSCS compliance, Our Risk and Compliance function has a crit...

a month ago seen See more...

Account Manager Media Planning & Client Team

The7Stars

London, England

£NEG

Write, present, share and lead the progression of the Client Development Plan annually. Support contract development and re-negotiations using the CPD. Your knowledge of your client businesses is second to none; you identify devel...

a month ago seen See more...

Cloud Client Manager/ Senior Bookkeeper

The Graduate Project

London, England

£30,000 - £44,000/annum

Support in overseeing offshore bookkeepers, including updating their task schedules and ensuring adherence to budget constraints. Review and organise VAT returns. Coordinate with personal assistants regarding scheduling year-end a...

a month ago seen See more...

Head of Client Services (Senior Account Manager)

Rise Technical Recruitment

London, England

£70,000 - £90,000/annum Commission, Bonus, Car

Senior Leadership function, managing and mentoring Business Development Managers and Account managers of varying seniority. Responsible for overseeing client experience and ensuring excellent standards of service. Upselling where...

a month ago seen See more...

Senior Client Manager

Clearwater People Solutions Ltd

London, England

£50,000 - £55,000 per annum

Operational Leadership: Oversee the day-to-day operations, ensuring the team is adequately resourced and focused on key business needs. Client Management: Manage and administer private client accounts within the assigned portfolio...

a month ago seen See more...

Tax Manager - US/UK Tax & Wealth Management

Pro-Tax

London, Greater London

Up to GBP70000 per annum + Excellent Benefits

Tax Manager - US/UKTax & Wealth Management70,000 plus Excellent BenefitsLondon - West End________As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity...

2 months ago seen See more...

Senior Manager - Private Client Tax

Howells Consulting Ltd

London, England

To £95,000 + Bens

If you enjoy both client-facing relationship management and tax technical guru duties, this role could be for you!A new opportunity has arisen to join one of Londons respected mid-sized accountancy firms. It is a high profile r...

2 months ago seen See more...

Private Client Tax Senior Manager - Advisory

Pro-Tax

London, Greater London

GBP80000 - GBP105000 per annum + bonus

Play a significant role in supporting the Partners with the management of their client portfolio and growing the firm's Private advisory business. Act as a client relationship point of contact for significant Private Equity and ot...

2 months ago seen See more...

Private Client Tax and Trust Manager

Creative Tax Recruitment

London

Range of benefits

Oversee and enhance the delivery of personal tax advisory work, including drafting reports and leading client discussions. Manage a client portfolio predominantly involving trusts and estates, addressing multiple sources of income...

2 months ago seen See more...

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