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Wealth planning strategist

Wembley
beBee Careers
Planner
Posted: 15 June
Offer description

As a seasoned professional, you will lead the strategic direction, development, and delivery of comprehensive wealth planning services for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. This role is responsible for managing a team of wealth planners and collaborating with relationship managers, investment advisors, and legal/tax professionals to provide holistic solutions that align with clients' long-term goals. The position requires a thorough knowledge of wealth planning subject matter, in particular relating to UK Resident/Non Domiciled individuals, UK entrepreneurs and financial market professionals, as well as international aspects related to their situation. You should have a proven track record in managing high-profile client relationships and strong relationships building skills. Additionally, you must have excellent knowledge of FCA compliance procedures and other regulatory requirements. This is an exciting opportunity to join a dynamic team and contribute to the commercial success of the Private Bankers by assisting and supporting pro-actively with prospects and existing client relationships. As a member of the team, you will be responsible for delivering the UK Wealth Planning practice and expertise to HNW and UHNW clients, wherever they are based. The ideal candidate will have a passion for working with private clients and regularly attending in-person meetings. They should also have flexibility and creativity in the resolution of issues to take into account multiple and complex legal, tax, regulatory and operational constraints of the Banking environment. We are looking for a skilled and experienced professional to take on this challenging role. If you have a strong background in wealth planning and a keen interest in delivering exceptional results, we would like to hear from you. Key Responsibilities:

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