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Wealth Planning Director & Growth Strategist
Job in
Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-07-08
Listing for:
cgwm
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
cgwm is seeking an experienced and client-focused Wealth Planning professional to join their team in Jersey. This role involves delivering high-quality wealth planning advice, building client relationships, and supporting business development.
The successful candidate will also act as a subject matter expert, enhancing the financial planning proposition and driving strategic growth initiatives within a dynamic team.
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