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MASECO Private Wealth, a London-based, independent wealth management firm which specializes in looking after American expat clients with multi-jurisdictional wealth management issues, is looking for a Wealth Planner, to be responsible for supporting a Managing Partner and his team – consisting of two senior wealth executives and a wealth planner, in the administrative management of client portfolios and helping to build their business.
The ideal candidate would be degree qualified, and would possess a minimum of three years’ experience in a wealth management support role within the financial services industry. They may also be studying towards the Diploma in Financial Planning.
With a proven ability of delivering a high level of client service, they will be experienced in handling a wide range of administrative and client support related tasks and skilled in working independently, with little or no supervision.
What we’re looking for is someone with strong numerical and analytical skills, who is accustomed to paying close attention to detail, to ensure the highest level of quality is maintained. Excellent interpersonal skills are also required, as is a high standard of written and verbal communication.
In return, the successful candidate will receive an annual salary plus a discretionary bonus, and a competitive benefits package.
The closing date for applications is open-ended. For more information about the role click here.
MASECO Private Wealth was founded in 2008, in the wake of the non-domicile tax rules being introduced in the UK. The founding partners had previously developed the U.S./UK private client desk within a large, London-based private bank. Today, a little more than 13 years later, MASECO oversees more than US$2.4 billion in assets on behalf of its clients.
The company was also an early advocate of ethical investing, and in January 2014, became the first wealth manager in the UK to be awarded "B Corporation” certification. Ethical investing remains an important component of its wealth offering for clients.
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