Senior Wealth Planner for HNW/UHNW Clients – Leadership

Company: IDEX Consulting Ltd
Apply for the Senior Wealth Planner for HNW/UHNW Clients – Leadership
Location: London
Job Description:

Premier Investment Bank in London seeks a Senior Wealth Planner to serve high‑net‑worth and UHNW clients from a city‑center office. You will collaborate with Wealth Managers and Private Bankers, delivering detailed financial plans and clear explanations to clients.

The role emphasizes in‑office presence with regular client meetings across the region and strong interactions with CEO and Regional Partners. A client‑focused, technically solid professional is preferred.

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Posted: October 14th, 2026