A Global Private Bank, with significant growth plans for its Wealth Planning team, are looking to hire at Associate Director level in London. The firm has an impressive client base, working exclusively with those with a minimum of £5M investable assets, and with the majority significantly larger. Many are Non Dom/Res Non Dom, leading to interesting and complex work around cross border tax/trusts.Working closely with a high calibre team of Private Bankers, you will have a continuous stream of new business available to you internally. This is a superb opportunity to develop your career at the top end of the market, in a highly respected firm who are set to significantly increase their market share. Candidates will be Level 6 (or very close to) and will ideally have experience within a Private Bank, Family Office or Investment House. Some experience advising entrepreneurs, executives, or RND would be advantageous. Get in touch for more detail.
Back to searchWealth Planner Associate Director, Private Bank - London
BWD Search & Selection
Posted 17 days ago, valid for 7 days
London, Greater London EC2V7NQ, England
£40,000 - £48,000 per annum
Full Time
In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.
Sonic Summary
- A Global Private Bank in London is seeking to hire an Associate Director for its Wealth Planning team as part of its growth plans.
- The firm caters to clients with a minimum of £5M investable assets, many of whom are Non Dom/Res Non Dom, offering complex cross-border tax and trust work.
- Candidates should ideally have Level 6 qualifications and experience within a Private Bank, Family Office, or Investment House.
- Experience advising entrepreneurs, executives, or RND is considered advantageous for applicants.
- Salary details are not specified, but the role presents a superb opportunity to advance a career in a highly respected firm.
