Description
Wealth Management Strategy Planner, Finance, Private Banking, Strategic Planning, Documentation, Client Facing.
Wealth Management Strategy Planner - Contract - London
Roc Search have an exciting opportunity to join a small but rapidly expanding Wealth Management firm in the heart of central London on a contract basis.
My client is looking for an individual that has past experience working within small to medium sized Private Banks producing strategy options for the business as a whole to take to the Board.
You should have demonstrable previous experience of having implemented Wealth Management Strategies and defining strategic options. Additionally you should also have recent experience of implementing said strategies.
Excellent communication, documentation and organizational skills are essential as is the ability to present ideas to a Board.