Rothstein Recruitment
Director - Wealth Planner - Private Bank
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Director - Wealth Planner - Private Bank
An excellent opportunity has arisen for an experienced Wealth Planner to join a leading international private bank at Director level. 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
- Provide strategic wealth-planning advice to existing and prospective private clients.
- Advise across pensions, investments, trusts, insurance, estate planning and private-company structures.
- Work closely with Relationship Managers to develop and deepen client relationships.
- Coordinate tax, legal, investment and international specialists where required.
- Support the implementation of suitable wealth-planning solutions.
- Act as a trusted adviser and technical subject-matter expert.
- Deliver training and technical guidance to Relationship Managers and colleagues.
- Maintain the highest standards of client conduct, regulatory compliance and risk management.
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Requirements
- Level 6 qualified in financial planning.
- Chartered Financial Planner or recognised equivalent.
- Currently authorised and competent to provide regulated financial advice.
- Current Statement of Professional Standing.
- Strong experience advising high-net-worth private clients.
- Broad knowledge of UK wealth planning and the private-banking or wealth-management market.
- Strong communication, commercial judgement and stakeholder-management skills.
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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.
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