UK Wealth Planning Director
We are seeking an experienced professional to lead our UK Wealth Planning team, providing strategic direction and oversight to ensure the delivery of exceptional wealth planning services to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. The successful candidate will have a strong track record of managing high-profile client relationships and building strong relationships with colleagues and stakeholders.
Responsibilities include:
* Leading the UK Wealth Planning team to deliver exceptional wealth planning services to HNW and UHNW clients.
* Developing and executing a comprehensive wealth planning strategy aligned with the Bank's growth objectives.
* Collaborating with Private Bankers, private clients, and their professional advisors to deliver personalized wealth planning solutions.