Private Client Wealth Manager

1 week ago


London, Greater London, United Kingdom Tate Full time
Tate seeks an experienced Wealth Planning Strategist
Role Description:
In this role, you will work with our team of experts to develop and implement comprehensive wealth planning strategies for high net worth individuals and families.
Responsibilities include researching and monitoring solutions within our governance framework, identifying changes in legislation, and assessing their impact on clients, while maintaining familiarity with our compliance and risk management programmes.
Key skills and qualifications include a deep understanding of wealth planning principles, technical knowledge of financial planning, and practical experience in estate planning and structuring for high net worth individuals and families.
Salary Range: £45k-£50k
Bonus and Benefits:
The successful candidate will receive a competitive salary range of £45k-£50k, as well as discretionary bonus and excellent benefits package.

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