Wealth Management Adviser (US Specialist) - London, 38338/001

Job Description

Are you a wealth adviser with expertise in US tax and estate planning looking for a new challenge?

I have an interesting opportunity with an asset management firm that requires a wealth planner to join its team to advise American private clients and families living in the UK.

You are technical and have strong interpersonal skills to manage client relationships and deliver strategic advice. Additionally, you will be a business developer with the ability to independently generate new business.


Applications are welcome from individuals who are experienced providing wealth management and tax planning advice to US citizens. The right individual for this role will possess a level 4 financial services qualification gained from an UK or US institution as well as a basic tax qualification. To be considered for this role you will need to be eligible to work in the UK. For more information please call Sultan Amin on +44 207 877 2303 or send your current cv and any additional information to sultan.amin@ap-executive.com

AP Executive
3 Place des Bergues Geneva, 1201 Switzerland

Gina Le Prevost
+41 22 731 1290

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