Wealth Planner - Private Bank - Rothstein Recruitment

Wealth Planner - Private Bank

An excellent opportunity has arisen for an experienced Wealth Planner to join a leading International Private Bank. This is a senior, client-facing specialist role working alongside Relationship Managers to advise high-net-worth private clients on complex UK wealth-planning matters. You will help Relationship Managers acquire, retain and deepen client relationships by identifying clients’ needs, providing strategic advice and coordinating appropriate solutions. The primary focus is UK-resident clients, with additional exposure to international and cross-border matters.

Responsibilities

1. Provide strategic wealth-planning advice to existing and prospective private clients.
2. Advise across pensions, investments, trusts, insurance, estate planning and private-company structures.
3. Work closely with Relationship Managers to develop and deepen client relationships.
4. Coordinate tax, legal, investment and international specialists where required.
5. Support the implementation of suitable wealth-planning solutions.
6. Act as a trusted adviser and technical subject-matter expert.
7. Deliver training and technical guidance to Relationship Managers and colleagues.
8. Maintain the highest standards of client conduct, regulatory compliance and risk management.

Requirements

1. CII Level 6 Diploma in Financial Planning (DipPFS) or equivalent
2. Chartered Financial Planner or recognised equivalent.
3. Currently authorised and competent to provide regulated financial advice.
4. Strong experience advising high-net-worth private clients.
5. Broad knowledge of UK wealth planning and the private-banking or wealth-management market.
6. Strong communication, commercial judgement and stakeholder-management skills.

Experience advising entrepreneurs, founders, business owners or international clients would be advantageous but is not essential. Additional STEP, tax or legal qualifications would also be beneficial.

Interested? Please Apply In

Wealth Planning Wealth Transfer Multi Generational Wealth Transfer Family Wealth Management Multi Generational Planning Private Bank Private Banking Entrepreneurs Relocation Retirement