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Wealth Planner (UHNW & International) - Private Bank, London

  • £85000 - £100000 per annum

  • Ref

    V-63968

  • Contact Name |James Woods

Due to a forthcoming retirement, a well-respected Private Bank in Mayfair are looking to hire an experienced Wealth Planner to their close-knit team. Working across both their 'Core' client team (£1M-25M) and 'Key' client (£25M+) teams, the successful individual will provide complex wealth planning to both UK and RND clients, working closely with the Private Bankers. The ideal candidate will have experience advising a similar level of clientele. Exposure to international clients and cross border advice would be advantageous, as would Chartered and/or STEP qualifications.  

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CONTACT US 0113 274 3000