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Senior Wealth Planner HNW & Cross‑Border Advisory
Job in
Milton Keynes, Buckinghamshire, MK10 0BX, England, UK
Listed on 2026-08-27
Listing for:
Rothstein Recruitment
Full Time
position Listed on 2026-08-27
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Rothstein Recruitment has an excellent opportunity for an experienced Wealth Planner to join a leading International Private Bank. This senior, client-facing role supports Relationship Managers to advise high-net-worth UK clients on complex wealth-planning matters.
You will identify clients' needs, provide strategic advice, coordinate specialists and ensure regulatory compliance while expanding client relationships across UK and international matters.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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