Job Search and Career Advice Platform
1,567

Wealth Management jobs in United States

Associate Portfolio Manager

Associate Portfolio Manager
Schroders
London
GBP 40,000 - 70,000
I want to receive the latest job alerts for “Wealth Management” jobs

Asset Management - Product Manager - Global Transport Group - Vice President

Asset Management - Product Manager - Global Transport Group - Vice President
J.P. MORGAN
London
USD 90,000 - 150,000

Business Development Director, SEI Wealth Platform | London, UK | Hybrid

Business Development Director, SEI Wealth Platform | London, UK | Hybrid
SEI Investments (Europe) Ltd.
London
GBP 60,000 - 100,000

Asset Management - Product Manager - Global Transport Group - Vice President

Asset Management - Product Manager - Global Transport Group - Vice President
JPMorgan Chase & Co.
London
GBP 80,000 - 150,000

Wealth Platform Implementations Senior Project Manager

Wealth Platform Implementations Senior Project Manager
SEI Investments Company
London
GBP 60,000 - 90,000
Discover more opportunities than anywhere else.
Find more jobs now

Senior Research Manager

Senior Research Manager
ZipRecruiter
London
GBP 60,000 - 100,000

Client Support Manager

Client Support Manager
Titan Wealth
Harrogate
GBP 35,000 - 55,000

Consultant, Business Analyst – Investment Management & Wealth, Operations Industry & Domain Sol[...]

Consultant, Business Analyst – Investment Management & Wealth, Operations Industry & Domain Sol[...]
Deloitte LLP
London
GBP 50,000 - 70,000
HeadhuntersConnect with headhunters to apply for similar jobs

Hedge Fund, Private Capital & Private Equity Operations Specialist

Hedge Fund, Private Capital & Private Equity Operations Specialist
SEI Investments Company
London
GBP 50,000 - 75,000

VP, Private Wealth Marketing and Communications - London

VP, Private Wealth Marketing and Communications - London
Pantheon
London
USD 60,000 - 100,000

Analyst - Southern Europe Acquisitions

Analyst - Southern Europe Acquisitions
JPMorgan Chase & Co.
London
GBP 45,000 - 70,000

UK Financial Advisers Dubai

UK Financial Advisers Dubai
Prestige IFA Jobs
London
GBP 50,000 - 80,000

Programme Manager

Programme Manager
ZipRecruiter
London
GBP 100,000 - 125,000

Financial Advisor Pathway Program Dubai

Financial Advisor Pathway Program Dubai
Prestige IFA Jobs
London
Remote
GBP 12,000

Wealth Manager - Peterborough

Wealth Manager - Peterborough
HSBC Global Services Limited
Peterborough
GBP 50,000 - 70,000

Wealth Manager - North Lincolnshire area

Wealth Manager - North Lincolnshire area
HSBC
Scunthorpe
GBP 35,000 - 55,000

Paraplanner

Paraplanner
Schroders
London
GBP 35,000 - 60,000

Service Manager

Service Manager
Avaloq
City of Edinburgh
GBP 45,000 - 65,000

Solutions Consultant

Solutions Consultant
FNZ
London
GBP 45,000 - 85,000

Business Analyst

Business Analyst
Noir
City of Edinburgh
GBP 60,000 - 95,000

Production Support Analyst

Production Support Analyst
FNZ
City of Edinburgh
GBP 10,000 - 40,000

Data Engineer

Data Engineer
LGT Group
London
GBP 50,000 - 70,000

Global Data Privacy Lead

Global Data Privacy Lead
FNZ
City of Edinburgh
GBP 60,000 - 90,000

Financial advisors wanted in Portugal

Financial advisors wanted in Portugal
Prestige IFA Jobs
London
GBP 45,000 - 90,000

Account Manager, UK GWM (London Area)

Account Manager, UK GWM (London Area)
Hbculifestyle
London
GBP 60,000 - 90,000

Associate Portfolio Manager

Schroders
London
GBP 40,000 - 70,000
Job description




About Cazenove Capital
At Cazenove Capital we look after private individuals, families and charities. We are the wealth management business of the FTSE-listed global investment manager Schroders. We help our clients around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.


About Schroders, our parent company
We’re a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 6,000 people on six continents. And we’ve been around for over 200 years, but keep adapting as society and technology changes. What doesn’t change is our commitment to helping our clients, and society, prosper.


The base
We moved into our new HQ in the City of London in 2018. We’re close to our clients, in the heart of the UK’s financial centre. And we have everything we need to work flexibly.


The team
We are one of the largest UK-based wealth management firm, headquartered in London but with offices around the country. We help private clients, families, charities and some institutions meet their long term goals by offering our expertise in investment, wealth planning, lending and family office services. We draw on the resources of the Schroders group, as well as having our own in house investment team.

We're open to flexible working, so we can all balance our personal and professional commitments.


What you’ll do
Assist Portfolio Directors with day-to-day management of client relationships and investment portfolios, with the intention to develop the skills necessary to progress to a Portfolio Manager role. Main duties and responsibilities include:
• Ensure delivery of excellent client service, including involvement with projects to enhance the client experience;
• Understand the client's inter-family relationships, individual circumstances, long-term objectives, risk profile, mandates, restrictions and future needs;
• Report to clients in a timely manner and contribute with ideas for content;
• Prepare for and attend client meetings; write comprehensive meeting notes; and, respond to actions arising efficiently and accurately;
• Respond to client queries and administrative needs in a timely and professional manner;
• Close collaboration across all functional areas to facilitate efficient operation of accounts, resolve client issues and develop a position of trust with clients;
• Be an additional point of contact for clients when the Family Office Services Director and/or Portfolio Director are not available;
• Help monitor clients' portfolios in line with agreed Strategic Asset Allocation benchmarks and restrictions;
• Ensure investment mandate changes are captured, recorded and implemented;
• Monitor income levels for clients with specific targets;
• Maintain client data and spreadsheets for large family groups;
• Contribute to business development through helping to identify opportunities to expand the scope of services provided in support of client goals and by editing and tailoring RFPs;
• Develop an understanding of the full range of services offered by Schroders Global Family Office Service and Cazenove Capital, and their appropriateness for individual clients' portfolios;
• Oversee the setting up of new accounts to capture client wishes and instructions correctly;
• Ensure that clients are treated fairly.


The knowledge, experience and qualifications you need
• Degree qualified, or equivalent
• Should hold the Investment Advice Diploma (IAD) qualification, or equivalent Level 4 FCA approved qualification (Preferred) *
• Study the CISI Masters in Wealth Management or equivalent FCA approved qualification

*The incumbent is required to obtain the full IAD, or equivalent FCA approved RDR compliant qualification, within a reasonable timeframe after joining the Firm.


The knowledge, experience and qualifications that will help
• Previous professional corporate experience
• Some familiarity with investments, settlement and operational functions
• Able to demonstrate and evidence Continued Professional Development


What you’ll be like
• Professional
• Client-focused
• Strong relationship, interpersonal and verbal/written communication skills
• High level of numeracy
• Intermediate level in Microsoft Word, Excel and PowerPoint
• Empathetic; able to build understanding and trust
• Highly organised with attention to detail
• Solution-oriented
• A motivated self-starter
• Ability to work as part of a team and under pressure


We recognise potential, whoever you are
Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.

About Cazenove Capital
At Cazenove Capital we look after private individuals, families and charities. We are the wealth management business of the FTSE-listed global investment manager Schroders. We help our clients around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.


About Schroders, our parent company
We’re a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 6,000 people on six continents. And we’ve been around for over 200 years, but keep adapting as society and technology changes. What doesn’t change is our commitment to helping our clients, and society, prosper.


The base
We moved into our new HQ in the City of London in 2018. We’re close to our clients, in the heart of the UK’s financial centre. And we have everything we need to work flexibly.


The team
We are one of the largest UK-based wealth management firm, headquartered in London but with offices around the country. We help private clients, families, charities and some institutions meet their long term goals by offering our expertise in investment, wealth planning, lending and family office services. We draw on the resources of the Schroders group, as well as having our own in house investment team.

We're open to flexible working, so we can all balance our personal and professional commitments.


What you’ll do
Assist Portfolio Directors with day-to-day management of client relationships and investment portfolios, with the intention to develop the skills necessary to progress to a Portfolio Manager role. Main duties and responsibilities include:
• Ensure delivery of excellent client service, including involvement with projects to enhance the client experience;
• Understand the client's inter-family relationships, individual circumstances, long-term objectives, risk profile, mandates, restrictions and future needs;
• Report to clients in a timely manner and contribute with ideas for content;
• Prepare for and attend client meetings; write comprehensive meeting notes; and, respond to actions arising efficiently and accurately;
• Respond to client queries and administrative needs in a timely and professional manner;
• Close collaboration across all functional areas to facilitate efficient operation of accounts, resolve client issues and develop a position of trust with clients;
• Be an additional point of contact for clients when the Family Office Services Director and/or Portfolio Director are not available;
• Help monitor clients' portfolios in line with agreed Strategic Asset Allocation benchmarks and restrictions;
• Ensure investment mandate changes are captured, recorded and implemented;
• Monitor income levels for clients with specific targets;
• Maintain client data and spreadsheets for large family groups;
• Contribute to business development through helping to identify opportunities to expand the scope of services provided in support of client goals and by editing and tailoring RFPs;
• Develop an understanding of the full range of services offered by Schroders Global Family Office Service and Cazenove Capital, and their appropriateness for individual clients' portfolios;
• Oversee the setting up of new accounts to capture client wishes and instructions correctly;
• Ensure that clients are treated fairly.


The knowledge, experience and qualifications you need
• Degree qualified, or equivalent
• Should hold the Investment Advice Diploma (IAD) qualification, or equivalent Level 4 FCA approved qualification (Preferred) *
• Study the CISI Masters in Wealth Management or equivalent FCA approved qualification

*The incumbent is required to obtain the full IAD, or equivalent FCA approved RDR compliant qualification, within a reasonable timeframe after joining the Firm.


The knowledge, experience and qualifications that will help
• Previous professional corporate experience
• Some familiarity with investments, settlement and operational functions
• Able to demonstrate and evidence Continued Professional Development


What you’ll be like
• Professional
• Client-focused
• Strong relationship, interpersonal and verbal/written communication skills
• High level of numeracy
• Intermediate level in Microsoft Word, Excel and PowerPoint
• Empathetic; able to build understanding and trust
• Highly organised with attention to detail
• Solution-oriented
• A motivated self-starter
• Ability to work as part of a team and under pressure


We recognise potential, whoever you are
Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.

About Cazenove Capital
At Cazenove Capital we look after private individuals, families and charities. We are the wealth management business of the FTSE-listed global investment manager Schroders. We help our clients around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.


About Schroders, our parent company
We’re a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 6,000 people on six continents. And we’ve been around for over 200 years, but keep adapting as society and technology changes. What doesn’t change is our commitment to helping our clients, and society, prosper.


The base
We moved into our new HQ in the City of London in 2018. We’re close to our clients, in the heart of the UK’s financial centre. And we have everything we need to work flexibly.


The team
We are one of the largest UK-based wealth management firm, headquartered in London but with offices around the country. We help private clients, families, charities and some institutions meet their long term goals by offering our expertise in investment, wealth planning, lending and family office services. We draw on the resources of the Schroders group, as well as having our own in house investment team.

We're open to flexible working, so we can all balance our personal and professional commitments.


What you’ll do
Assist Portfolio Directors with day-to-day management of client relationships and investment portfolios, with the intention to develop the skills necessary to progress to a Portfolio Manager role. Main duties and responsibilities include:
• Ensure delivery of excellent client service, including involvement with projects to enhance the client experience;
• Understand the client's inter-family relationships, individual circumstances, long-term objectives, risk profile, mandates, restrictions and future needs;
• Report to clients in a timely manner and contribute with ideas for content;
• Prepare for and attend client meetings; write comprehensive meeting notes; and, respond to actions arising efficiently and accurately;
• Respond to client queries and administrative needs in a timely and professional manner;
• Close collaboration across all functional areas to facilitate efficient operation of accounts, resolve client issues and develop a position of trust with clients;
• Be an additional point of contact for clients when the Family Office Services Director and/or Portfolio Director are not available;
• Help monitor clients' portfolios in line with agreed Strategic Asset Allocation benchmarks and restrictions;
• Ensure investment mandate changes are captured, recorded and implemented;
• Monitor income levels for clients with specific targets;
• Maintain client data and spreadsheets for large family groups;
• Contribute to business development through helping to identify opportunities to expand the scope of services provided in support of client goals and by editing and tailoring RFPs;
• Develop an understanding of the full range of services offered by Schroders Global Family Office Service and Cazenove Capital, and their appropriateness for individual clients' portfolios;
• Oversee the setting up of new accounts to capture client wishes and instructions correctly;
• Ensure that clients are treated fairly.


The knowledge, experience and qualifications you need
• Degree qualified, or equivalent
• Should hold the Investment Advice Diploma (IAD) qualification, or equivalent Level 4 FCA approved qualification (Preferred) *
• Study the CISI Masters in Wealth Management or equivalent FCA approved qualification

*The incumbent is required to obtain the full IAD, or equivalent FCA approved RDR compliant qualification, within a reasonable timeframe after joining the Firm.


The knowledge, experience and qualifications that will help
• Previous professional corporate experience
• Some familiarity with investments, settlement and operational functions
• Able to demonstrate and evidence Continued Professional Development


What you’ll be like
• Professional
• Client-focused
• Strong relationship, interpersonal and verbal/written communication skills
• High level of numeracy
• Intermediate level in Microsoft Word, Excel and PowerPoint
• Empathetic; able to build understanding and trust
• Highly organised with attention to detail
• Solution-oriented
• A motivated self-starter
• Ability to work as part of a team and under pressure


We recognise potential, whoever you are
Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.







  • Previous
  • 1
  • ...
  • 47
  • 48
  • 49
  • ...
  • 63
  • Next

* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.

Job Search and Career Advice Platform
Land a better
job faster
Follow us
JobLeads Youtube ProfileJobLeads Linkedin ProfileJobLeads Instagram ProfileJobLeads Facebook ProfileJobLeads Twitter AccountJobLeads Xing Profile
Company
  • Customer reviews
  • Careers at JobLeads
  • Site notice
Services
  • Free resume review
  • Job search
  • Headhunter matching
  • Career advice
  • JobLeads MasterClass
  • Browse jobs
Free resources
  • Predictions for 2024
  • 5 Stages of a Successful Job Search
  • 8 Common Job Search Mistakes
  • How Long should My Resume Be?
Support
  • Help
  • Partner integration
  • ATS Partners
  • Privacy Policy
  • Terms of Use

© JobLeads 2007 - 2025 | All rights reserved