Wealth Planner (Associate Director), Private Bank - London

A Global Private Bank, with significant growth plans for its Wealth Planning team, are looking to hire at Associate Director level in London. The firm has an impressive client base, working exclusively with those with a minimum of £5M investable assets, and with the majority significantly larger. Many are Non Dom/Res Non Dom, leading to interesting and complex work around cross border tax/trusts.

Working closely with a high calibre team of Private Bankers, you will have a continuous stream of new business available to you internally. This is a superb opportunity to develop your career at the top end of the market, in a highly respected firm who are set to significantly increase their market share.  

Candidates will be Level 6 (or very close to) and will ideally have experience within a Private Bank, Family Office or Investment House. Some experience advising entrepreneurs, executives, or RND would be advantageous. Get in touch for more detail.