Senior Wealth Planner recruitment
Senior Wealth PlannerMission: Build a “personal wealth planning” approach with emphasis on a client fact find or client needs analysis which is holistic in nature (strategic asset allocation, personal risk management, succession estate planning, retirement lifestyle planning, family wealth planning). Advise UHNW/VHNWI clients and prospects on the best tax and estate planning strategy in order to achieve Work closely with RMs and UHNW/VHNWI clients and prospects to identify the client’s objectivesSpecialise on International based clients, both Europeans, CIS andMiddle EastBe responsible Read more […]
Senior Wealth Planner recruitment
Role Purpose: The aim of Coutts Co is to become our clients “trusted advisor” which will not only strengthen our client relationships but also allow us increase our product penetration. Wealth planning is an integral part of this strategy as it allows the us target our clients’ hearts and minds thus gaining access to their full spectrum of wealth and engaging with the complexity of our most wealthy clients’ aspirations. The Wealth Planner will work with Private Bankers to build and maintain client relationships with HNW and UHNW clients.Key Accountabilities: To proactively work with Private Read more […]