Description of the Business Line or Department
Kleinwort Hambros Wealth Planning offers a comprehensive wealth planning service that complements our investment management expertise, allowing us to provide an integrated and coordinated approach to managing a client’s wealth, whilst maximising the opportunities available. Our Wealth Planning advice is tailored to our clients whether they be UK or International covering areas such as: retirement planning. investment structuring, financial protection, succession planning along with trust and judiciary services and cross border planning. The key objective of the team is to maximise the revenue and asset gathering through providing a comprehensive wealth planning offering to Kleinwort Hambros client’s.
Summary of the key purposes of the role
Summary of responsibilities
Level of autonomy and authority
Escalate or refer when outside control and remit as and when required
We are an equal opportunities employer and we are proud to make diversity a strength for our company. Societe Generale is committed to recognizing and promoting all talents, regardless of their beliefs, age, disability, parental status, ethnic origin, nationality, sexual or gender identity, sexual orientation, membership of a political, religious, trade union or minority organisation, or any other characteristic that could be subject to discrimination.