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Head of Advice Player/Manager - Private Bank, London

BWD Search & Selection
Closing date
24 Sep 2021

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An unusual and varied senior level appointment has arisen within the wealth management arm of a Private Bank in London. The role will involve coaching and developing a small team of Financial Planners and advising a small portfolio of HNW/UHNW clients, whilst also holding advice suitability responsibilities, oversight of advice process and standards, and involvement in proposition development.

The firm are looking for an innovative, Director level Chartered Financial Planner, with a background in either Investment Houses or Private Banks, and the experience, drive and ideas to take on wider responsibility. Package include a basic salary up to c£120K, plus bonuses (estimated £30K pa) and full benefits package.
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