High-net-worth New Business Executive Job at Lawes Consulting Group (Hertfordshire)

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

Lead Wealth Architect

We are seeking an experienced and credentialed Wealth Architect to join our team...

Location

United States , Bloomington; Arden Hills

Salary:

150000.00 - 300000.00 USD / Year

Boyum Barenscheer

Expiration Date

Until further notice

Requirements

10+ years of experience in Wealth Management or Financial Advisory roles preferred
Active CFP® certification preferred
Series 65 license preferred
Active and Valid Life and Health insurance license in Minnesota preferred
Proven experience working with high-net-worth individuals and business owners
Strong interpersonal and communication skills
Tech-savvy and comfortable in a fast-paced, collaborative environment

Job Responsibility

Leads relationships with new and existing high-net-worth clients, typically with $5M+ in net worth, providing strategic guidance and proactive support
Converts warm referrals from CPA partners, existing clients, and centers of influence into long-term advisory relationships
Delivers comprehensive financial planning across retirement, estate, tax, and investment disciplines, ensuring recommendations align with client objectives
Partners with Integrated Wealth Managers (CFP® professionals) to build, refine, and present financial plans
Coordinates with the CIO to implement investment strategies, ensuring portfolios reflect client goals and firm standards
Works closely with Client Service Representatives to ensure seamless onboarding and consistent, high-quality service
Builds and deepens internal referral relationships through intentional networking with CPA partners and team members
Upholds exceptional standards of execution, responsiveness, and client care across all interactions

What we offer

Competitive base salary with year-end “true-up” based on production
Equity opportunity as part of the compensation package
Access to high-quality referrals and internal marketing support
Long-term career path with leadership potential

Fulltime

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

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 - Strategic Wealth & Liquidity Solutions

We are seeking an experienced and highly motivated Private Banker to join our dy...

Location

United States , San Francisco; New York

Salary:

200000.00 - 300000.00 USD / Year

Citi

Expiration Date

February 10, 2026

Requirements

10+ years of experience in private banking, wealth management or a related client-facing financial role with a proven and quantifiable track record of success in new business development in the HNW segment
FINRA Licensed Series 7, 63/66
Profound and proven expertise as a thought leader in managing and advising on complex financial scenarios arising from liquidity events, including concentrated stock positions, private stock, and a comprehensive understanding of capital tables
Sales and relationship management skills including a track record of building successful relationships with external clients and internal partners
Self-starter with creative problem-solving skills
Highly proactive, self-starter with an entrepreneurial mindset, exceptional work ethic, and a results-oriented approach focused on maximizing client outcomes
Bachelor's/University degree, Master's degree preferred

Job Responsibility

Business Development: Proactively identify and pursue opportunities to generate revenue and materially increase Assets Under Management (AUM) through new client acquisition and deepening existing client relationships
Specialized Client Acquisition (Tech & Healthcare Liquidity Events): Develop and execute sophisticated strategies to attract and onboard new high-net-worth and ultra-high-net-worth clients, with an exclusive emphasis on founders, executives, and key employees in the Technology and Healthcare sectors
Strategic Advisory & Thought Leadership: Serve as a thought leader and subject matter expert for clients with complex financial needs, particularly those involving concentrated stock positions, private stock holdings, and sophisticated banking and lending solutions pertinent to the Tech and Healthcare sectors
Established Network & Ecosystem Engagement: Leverage an existing, robust network within the Technology and Healthcare venture capital, private equity, startup, and corporate executive communities to generate qualified referrals and proprietary new business opportunities
Client Relationship Management: Serve as a trusted advisor to clients, understanding their complex financial needs, goals, and risk tolerance to provide tailored wealth management solutions
Working with Integrated Client Engagement team to create and manage pipeline between Wealth at Work and Banking
Educate Bankers in CCB and Corp Bank to increase awareness about our offerings and capabilities
Responsible for evaluating client profiles in terms of returns expectation, risk appetite, time horizon, liquidity needs
Work with extended banking teams to help complete KYC and other due diligence needed when onboarding complex relationships
Attend client meetings with CCB and Corp Bankers and participate in presentations and sales pitches as needed

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
discretionary and formulaic incentive and retention awards

Fulltime

Counsel – Tax, Trusts & Estates / Business Owner Advisory

Porzio, Bromberg & Newman, P.C. is seeking a full-time Counsel to join our expan...

Location

United States

Salary:

Not provided

Porzio, Bromberg & Newman, P.C.

Expiration Date

Until further notice

Requirements

Minimum of 6 years of experience in trusts and estates, tax planning, and business succession matters
Demonstrated ability to design and execute sophisticated strategies for high-net-worth families and business owners
LL.M. in Taxation required
Admission to practice in New Jersey required
Outstanding research, writing, and client communication skills
Ability to work independently and manage significant client responsibility
Required Experience: LL.M. in Taxation
Demonstrated ability to research, design, and implement tax strategies (income, estate, gift, GST), particularly for business owners
Drafting and funding advanced estate planning strategies, including related corporate documents (Operating Agreements, Buy-Sell Agreements, equity transfers)
Sell-side M&A advisory experience, including structuring, due diligence, and integrating transactions into estate and tax planning

Job Responsibility

Estate Planning for Families: Design and implement advanced strategies using revocable and irrevocable trusts (IDGTs, SLATs, GRATs, CRTs, dynasty trusts, non-grantor trusts)
Advise on tax-efficient transfers involving estate, gift, and GST taxes
Develop asset protection and beneficiary-controlled trust structures
Provide guidance for blended families, special needs planning, and high-net-worth families
Business Planning & Succession: Structure entities (LLC, S-corp, C-corp) for tax and liability efficiency
Draft and negotiate buy-sell agreements, liquidity planning, and exit strategies
Advise on governance for closely held businesses
Integrate business succession with estate planning
Support seller-side M&A strategy and transactions
Tax Strategy: Advise on federal and state estate, gift, income, and GST tax matters

What we offer

Medical, Dental, and Vision insurance
401(k) retirement plan with employer matching
Individual and Dependent Life Insurance
Short- and Long-Term Disability
Paid Time Off
Paid Holidays
Employee Assistance Programs

Fulltime

Private Client Relationship Manager

At Citizens, our mission is to help clients, colleagues and communities reach th...

Location

United States , Newtown Square; Norristown; East Norriton; Blue Bell

Salary:

Not provided

Citizens Bank

Expiration Date

Until further notice

Requirements

Bachelor’s degree (preferred)
3 - 5 years of banking, wealth management or other relevant equivalent experience
Experience working with affluent and high net worth clients
Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire
Demonstrated success in a client-centric, initiative-taking sales environment
Experience establishing and maintaining relationships with clients and internal partners
Knowledge of industry regulatory requirements to ensure a sound control environment
Excellent written and verbal communication skills

Job Responsibility

Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions
Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client’s financial goals, and presenting personalized strategies aligned with each client’s objectives
Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights
Provide exceptional, high-touch client experiences
Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals
Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens
Leverage Salesforce CRM to track activity

What we offer

competitive pay
comprehensive medical, dental and vision coverage
retirement benefits
maternity/paternity leave
flexible work arrangements
education reimbursement
wellness programs

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

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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Location:United Kingdom , Hertfordshire

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Job Posted:March 27, 2025

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Job Posted:
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