Vp, Head Of Wealth Planning

Deadline: 9 days

Permanent

Full-time

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The VP, Head of Wealth Planning is a senior client-facing role responsible for helping high-net-worth clients and families make critical financial decisions and translate their goals into coordinated, actionable wealth strategies. The role combines financial planning, relationship management, business development and team leadership. The successful candidate will build trusted relationships with clients and professional advisers, lead the development of a consistent family planning methodology and work with Private Banking, Investment Management, Trust, Lending and other Clarien businesses to deliver integrated advice across Bermuda and Cayman.

Requirements

Approximately 7+ years of relevant experience in wealth management, financial planning, private-client advisory or a related field. Demonstrated experience advising high-net-worth clients and families with complex financial circumstances. Strong knowledge of investment planning, retirement planning, cash-flow analysis, estate and wealth-transfer concepts, risk management and lending. CFP certification or a comparable recognised professional financial-planning designation is strongly preferred. Additional qualifications such as CFA, CPA, STEP, ChFC or other relevant wealth-management credentials would be advantageous.

Benefits

Professional Development

How to Apply

Please submit a detailed cover letter and resumé no later than November 21, 2026 to Human Resources Department at jobs@clarienbank.com

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Contact InfoClarien Bank Limited

Human Resources Department

25 Reid Street, Hamilton HM 11 P.O. Box HM 665, Hamilton HM CX

jobs@clarienbank.com

441 296 6969

Visit Website

Application Deadline

Nov 20, 2026

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