Wealth Planner

Redstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a changing industry.Redstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a changing industry.We are working with a rapidly growing Multi-Family Office and Corporate Advisory firm in Bishop’s Stortford who are looking for a Wealth Planner!Key Responsibilities / Tasks

• Provide tailored advice to the firm’s/your U/HNW clien...