At a Glance
- Tasks: Lead wealth management strategies and provide financial planning for high-net-worth families.
- Company: Join a dynamic Multi-Family Office focused on entrepreneurial families.
- Benefits: Hybrid work model, competitive salary, and opportunities for professional growth.
- Other info: Be part of a new venture with significant impact and growth potential.
- Why this job: Make a real difference in the financial futures of families and individuals.
- Qualifications: Extensive experience in wealth management and strong leadership skills.
The predicted salary is between 80000 - 120000 £ per year.
Head of Wealth Management & Financial Planning Location
London, United Kingdom (Hybrid) Organisation
Family Wealth Legacies Reports to
Founder & Chairman About Family Wealth Legacies Family Wealth Legacies is a newly established international Multi‑Family Office dedicated to serving entrepreneurial families, founders and high‑net‑worth individuals.
Our mission is simple: To help entrepreneurial families create, protect, grow and successfully
Head of Wealth Management & Financial Planning in London employer: Evago Global Capital
As an employer, we pride ourselves on fostering a dynamic and entrepreneurial work culture that empowers our employees to thrive. Located in a vibrant financial hub, we offer competitive benefits, continuous professional development opportunities, and the chance to play a pivotal role in shaping our long-term strategy. Join us to be part of a collaborative team dedicated to excellence in wealth management and financial planning.
StudySmarter Expert Advice🤫
We think this is how you could land Head of Wealth Management & Financial Planning in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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Don’t shy away from reaching out directly to firms like Evago Global Capital. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Head of Wealth Management & Financial Planning in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Evago Global Capital.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Evago Global Capital's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Evago Global Capital
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Evago Global Capital.
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Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Evago Global Capital will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Evago Global Capital employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
