Company Description
Chase Buchanan Wealth Management is an authorised and regulated financial advisory firm with offices in multiple countries. They provide unbiased financial solutions to private and corporate clients across various jurisdictions, focusing on wealth management, tax solutions, and UK pensions. Chase Buchanan operates independently, ensuring that clients receive tailored financial advice with no influence from external organizations.
Role Description
This is a full-time hybrid role for a Private Wealth Manager at Chase Buchanan Wealth Management. The Private Wealth Manager will be responsible for financial planning, estate planning, investment management, and overseeing client portfolios. The role is primarily located from our office in Paphos
Qualifications
- Level 4 qualified
- Financial Planning and Investment Management skills
- Estate Planning expertise
- Strong background in Finance
- Excellent communication and interpersonal skills
- Ability to work both independently and in a team
- Experience in tax planning and UK pensions is a plus
For more information, please submit your CV and covering letter to hr@chasebuchanan.com
