Senior Wealth Planner for HNW/UHNW Clients - Leadership

IDEX Consulting Ltd; Greater London; Presencial; GBP 100 000 - 150 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Generous bonus

Resumo da oferta

Premier Investment Bank in London seeks a Senior Wealth Planner to serve high‑net‑worth and UHNW clients from a city‑center office. You will collaborate with Wealth Managers and Private Bankers, delivering detailed financial plans and clear explanations to clients.

The role emphasizes in‑office presence with regular client meetings across the region and strong interactions with CEO and Regional Partners. A client‑focused, technically solid professional is preferred.

Qualificações

• Experience advising high-net-worth (HNW) and ultra HNW clients.
• Strong technical abilities in detailed financial planning.

Responsabilidades

• Interact directly with clients and attend meetings.
• Collaborate with Wealth Management team and Private Bankers.
• Provide year‑round guidance and create high-quality financial plans.

Conhecimentos

HNW advisory

Financial planning

Client communication

Descrição da oferta de emprego

Premier Investment Bank in London seeks a Senior Wealth Planner to serve high‑net‑worth and UHNW clients from a city‑center office. You will collaborate with Wealth Managers and Private Bankers, delivering detailed financial plans and clear explanations to clients.

The role emphasizes in‑office presence with regular client meetings across the region and strong interactions with CEO and Regional Partners. A client‑focused, technically solid professional is preferred.