High-net-worth New Business Executive Jobs

High Net Worth Account Executive

HNW New Business Account Executive role with an award winning broker, playing a ...

Location

United Kingdom , Surrey/London

Salary:

60000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

New business experience is essential
Open to individuals from a non insurance background
Ability to build and nurture relationships with high-net-worth clients
Knowledge of insurance products and solutions
Compliance with Insurance Distribution Directive requirements
Ongoing Continuous Professional Development

Job Responsibility

Build and nurture relationships with high-net-worth clients across Surrey and London suburbs
Educate clients on the full range of products and tailor insurance solutions to meet their needs
Drive new business development and enhance reputation in the high-net-worth market
Host networking events, collaborate with the marketing team, and visit clients in their homes to deliver a personal and professional service
Ensure compliance with Insurance Distribution Directive requirements, including ongoing Continuous Professional Development and regular re-screening

What we offer

Hybrid working model (60% at home)
Flexibility to manage your schedule

Fulltime

New

Private Banker

Join us as a Private Banker within our growing Private Banking team based in Dub...

Location

United Arab Emirates , Dubai

Salary:

Not provided

barclays

Expiration Date

Until further notice

Requirements

Previous experience working as a Private Banker with a client base of over USD300m within the UAE market
Exceptional client servicing and relationship management skills with High-Net-worth Clients and demonstrable experience in building and managing this client base
Previous experience in controlling and monitoring of risk within a client book
Strong knowledge of global economic and political conditions, current affairs and competitor activity and the impact of these on clients
Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities
Ability to adapt to a rapidly changing business including regulatory and technological environment

Job Responsibility

Manage and grow a portfolio of HNW/UHNW clients, understanding their financial goals and risk appetite
Act as the primary point of contact for clients, providing exceptional service and financial advice
Conduct regular reviews of clients' investment and financial portfolios
Become a key person and subject matter expert within the team for banking products, credit advice, investment knowledge and more complex client queries
Deliver high quality bespoke advice, maximising value for our clients and negotiating the best commercial outcome
Identify and onboard new clients through networking, referrals, and strategic partnerships
Develop and execute tailored strategies to attract and retain wealthy clients in the region
Attend client events, wealth management forums, and other high-profile gatherings in the UAE
Advise on portfolio management, estate planning, succession, and offshore structuring where relevant
Keep clients informed on market trends, economic updates, and investment opportunities

What we offer

Hybrid working
Modern workspaces, collaborative areas, and state-of-the-art meeting rooms
Facilities include wellness rooms, on-site cafeterias, fitness centers, and tech-equipped workstations

Fulltime

New

Private Banker

Join us as a Private Banker within our growing Private Banking team based in Dub...

Location

United Arab Emirates , Dubai

Salary:

Not provided

barclays

Expiration Date

Until further notice

Requirements

Previous experience working as a Private Banker with a client base of over USD300m within the Abu Dhabi market
Exceptional client servicing and relationship management skills with High-Net-worth Clients and demonstrable experience in building and managing this client base
Previous experience in controlling and monitoring of risk within a client book
Strong knowledge of global economic and political conditions, current affairs and competitor activity and the impact of these on clients
Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities
Ability to adapt to a rapidly changing business including regulatory and technological environment

Job Responsibility

Manage and grow a portfolio of HNW/UHNW clients within the Abu Dhabi market, understanding their financial goals and risk appetite
Act as the primary point of contact for clients, providing exceptional service and financial advice
Conduct regular reviews of clients' investment and financial portfolios
Become a key person and subject matter expert within the team for banking products, credit advice, investment knowledge and more complex client queries
Deliver high quality bespoke advice, maximising value for our clients and negotiating the best commercial outcome
Identify and onboard new clients through networking, referrals, and strategic partnerships
Develop and execute tailored strategies to attract and retain wealthy clients in the region
Attend client events, wealth management forums, and other high-profile gatherings in the UAE
Advise on portfolio management, estate planning, succession, and offshore structuring where relevant
Keep clients informed on market trends, economic updates, and investment opportunities

What we offer

modern workspaces, collaborative areas, and state-of-the-art meeting rooms
wellness rooms, on-site cafeterias, fitness centers, and tech-equipped workstations
hybrid working

Fulltime

Sales Representative

Curation by Marcus Evans is a bespoke hospitality service for the world's most d...

Location

Pakistan , Islamabad

Salary:

Not provided

Evan Marcus

Expiration Date

Until further notice

Requirements

Sales experience: 1 year of proven B2B or B2C sales experience
Prospecting and outreach experience: Experience cold calling C-level executives. Experience creating and launching strategic marketing email campaigns
Exceptional listening and questioning skills: Successful candidates understand emotional intelligence and tactical empathy
Strong hunter mentality through disciplined KPI’s plus farmer ability to nurture and develop relationships. Both are crucial to success in this role
Pipeline management ability: Research and organizational skills
Leadership: We promote 100% from within and actively develop top performers into management

Job Responsibility

Generating and prospecting new leads across APAC & Middle East
Identifying, building, and maintaining a targeted database of high-net-worth individuals, business owners, and C-level executives
Contacting, qualifying, and engaging prospects through email, LinkedIn, and cold calling
Keeping an organized record of sales activity and pipeline on HubSpot
Nurturing new and existing client relationships
Acting on behalf of the company and our clients in the delivery of our exceptional products and services

What we offer

Base + uncapped commission
Hands-on mentorship. Continual training through one-on-one coaching, tape training, and role play. Access to sales tape library and sales e-learning system
Fast-Track and transparent promotional structure
A friendly, dynamic and vibrant work environment

Experienced Tax Manager

The Experienced Tax Manager is responsible for larger more complex tax engagemen...

Location

United States , Elk Grove Village, McHenry, Elgin, Woodridge, IL

Salary:

110000.00 - 135000.00 USD / Year

Porte Brown LLC

Expiration Date

Until further notice

Requirements

CPA certification
Accountability
Analytical and Problem Solving skills
Commitment to Excellence in Client Service
Executes for Results
Time Management
Business development results (Selling, cross-selling, marketing)
Own means of transportation
Regular same day travel for work at client’s facilities, meetings, and seminars is required using personal vehicle
On a rare occasion, out-of-town travel with overnight stay for work at clients, meetings or seminars is required using personal vehicle

Job Responsibility

Assumes full responsibility for supervising engagements and special assignments using established firm policies and procedures
Coordinate various phases of engagements - including planning, budgeting, monitoring actual performance against budget, reviewing papers for accuracy and completeness, and reviews financial statements
Provides supervision and on-the-job training to staff by offering guidance, direction, and constructive feedback
Develops and is accountable for the assignment work plan and ensures assigned tasks and responsibilities are achieved
Manage and guide staff on their day-to-day activities including budgeting
Review and manage the preparation of the tax returns in a variety of client service areas with an emphasis on high-net-worth individual income taxation, pass through entities
Build and maintain client relationships and manage all aspects of the client engagement process
Develop innovative tax planning strategies and stay abreast of current tax laws and regulatory changes
Research tax law and consult on tax technical questions
Plans and manages responsibilities and resources to achieve assigned objectives

Fulltime

New

Private Bank and Wealth Management Off Cycle Internship

Join us on an off cycle internship for 3-6 months working within our Investment ...

Location

United Arab Emirates , Dubai

Salary:

Not provided

barclays

Expiration Date

Until further notice

Requirements

To be considered for this programme, you must be in your penultimate or final year of your degree - in any discipline
Language requirements: fluent in English and Arabic desirable
Ideally, you'll have a keen interest in business and finance and a curiosity to learn
We value resourcefulness, teamwork, enthusiasm and an entrepreneurial spirit, all of which might be showcased through your involvement in extracurricular activities

Job Responsibility

Perform financial analysis of potential clients
Prepare presentations and memoranda for existing and new clients
Support credit and onboarding due diligence
Attend client meetings with experienced bankers
Network and build relationships across a global organisation
Execution of small research projects, research to support strategic decision making, preparation of presentations and reports to communicate research findings, collaboration with senior management to implement research findings for private bank and wealth management, working closely with high-net-worth clients and their advisors who have complex banking and investment needs
Collaboration with cross-functional teams to support business initiatives
Participation in training and development programmes to enhance skills and knowledge
Identification of opportunities, development of business cases, management of the deployment and launch of new products and services for private bank and wealth management
Management of the development and implementation of financial models and strategies that support in decision making in private bank and wealth management

What we offer

Paid holiday and vacation
Competitive pay
Private medical care
Disability assurance
Flexible working
Life assurance
Voluntary benefits
Retirement planning

Fulltime

New

Senior Operations Management Trainee

Every day at BioLife, we feel good knowing that what we do helps improve the liv...

Location

United States

Salary:

80000.00 - 110000.00 USD / Year

BioLife Plasma Services

Expiration Date

Until further notice

Requirements

Relocation Required upon graduation/completion of Trainee Program
3-5 years of experience leading medium to large teams (20+ direct reports)
Up to 90-100% travel during the Trainee Program
Ability to walk and/or stand for the entire work shift
Willingness to travel and work at various BioLife locations across the country
Ability to work evenings, weekends, and holidays
Have a valid driver’s license for the entire duration of the program
Ability to lean, bend, stoop, crouch, and reach above shoulders and below knees
Ability to lift up to 5 lbs., and occasional lifting of materials up to 32 lbs. and rarely 50 lbs.
Fine motor coordination, depth perception, and ability to hear equipment from a distance

Job Responsibility

Continuous Learning & Development: Drive your own learning plan that covers all aspects of managing our high-volume blood plasma collection facilities
Team Management: Use interpersonal and communication skills to cultivate a positive environment and motivate a team of diverse individuals
Provide employee feedback, conduct performance reviews, support team members’ development, participate in staff planning and recruiting, and engage and retain employees
Career Advancement: Work towards obtaining a Plasma Center Operations Manager position by completing the training program, networking, and building relationships across BioLife
As you progress your career at BioLife, you’ll have opportunities to open and operate brand new plasma centers
Supportive Teamwork: Work in our fast-paced, team environment
provide operational support
conduct management training
problem-solve
and communicate with senior management

What we offer

Medical, dental, vision insurance
401(k) plan and company match
Short-term and long-term disability coverage
Basic life insurance
Tuition reimbursement program
Paid volunteer time off
Company holidays
Well-being benefits
Up to 80 hours of sick time per calendar year
New hires are eligible to accrue up to 120 hours of paid vacation

Fulltime

New

Rn/lpn

As a member of the nursing team and reporting to the Unit Manager functions by o...

Location

United States , Peabody

Salary:

Not provided

Deutsches Altenheim

Expiration Date

Until further notice

Requirements

Current RN or LPN license in Massachusetts
One (1) to Three (3) years’ experience as a supervisor, preferred
RN or LPN graduate from an accredited school of nursing
Must have excellent clinical assessment skills
Must be able to communicate effectively orally and in-writing
Must be able to demonstrate organizational skills
Represent the Organization both onsite and in the community
Maintain regulatory compliance in accordance with state and federal guidelines
Develop and maintain positive relationships with residents, family members, staff and medical team
Work in partnership with the Director of Nursing and the Executive Director to ensure quality, person-centered care

Job Responsibility

Assumes responsibility and coordination of the residents and medical team on the short term rehab floor
knows the residents’ conditions at all times
observes and supervises nursing care according to physician’s orders and in conformance with recognized nursing techniques and procedures, established standards and administrative policies
Recognizes and interprets symptoms, reports on residents’ conditions and assists with or institutes remedial measures of adverse developments
Assists in maintaining a physical, social and psychological environment which is conducive to the best interest and welfare of residents
Investigates and studies trends and developments in nursing practices and techniques and assesses their adaptability to the needs of specific nursing policies
Instructs staff in the use of policies and procedures and assures that all policies and procedures are followed by nursing staff

What we offer

Voluntary Insurance (Accident, LTD, STD, Whole Life Insurance)
403(b) Retirement Plan
Tuition Assistance
Shift Differentials
Flexible Spending Account
Paid time off, vacation and sick time
Tuition reimbursement
Inclusive company culture
Paid birthday

Parttime

High-net-worth New Business Executive

Lawes Consulting Group

Location:
United Kingdom , Hertfordshire

Category:
Insurance

Contract Type:
Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
March 27, 2025

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High-net-worth New Business Executive

Lawes Consulting Group

Location:United Kingdom , Hertfordshire

Category:Insurance

Contract Type:Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:March 27, 2025

Looking for more opportunities? Search for other job offers that match your skills and interests.

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Location:
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Category:
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Contract Type:
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Job Posted:
March 27, 2025