Job Overview
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We are seeking an experienced Wealth Planning Specialist to lead the strategic direction, development, and delivery of comprehensive wealth planning services for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients in the UK region. The successful candidate will be responsible for managing a team of wealth planners and collaborating with relationship managers, investment advisors, and legal/tax professionals to provide holistic solutions that align with clients' long-term goals.
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About This Role
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* Contribute to the Wealth Planning team's marketing and communication initiatives, exchange technical information with the wealth planners, and ensure the UK technical expertise within the team remains excellent.
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* As a member of the UK Region Executive Committee, provide input and insights that support the delivery of a coherent and focused wealth planning strategy.
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* Lead, mentor, and develop a team of wealth planners, ensuring high performance and continuous professional development.
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* Contribute to the commercial success of the Private Bankers by assisting and supporting proactively with prospects and existing client relationships, by delivering value-added and personalized wealth planning strategies and solutions.
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* Provide private clients with guidance and information in relation to UK tax and legal matters, in the context of their holistic wealth planning requirements.
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* Be an ambassador for the UK market and all of the Bank's UK client base. Ensure appropriate coverage of tax and legal developments in the UK and, when appropriate, communicate these internally within the Bank and externally to private clients.
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About You
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* A thorough knowledge of wealth planning subject matter, in particular relating to UK Resident/Non Domiciled individuals, UK entrepreneurs and financial market professionals, as well as international aspects related to their situation.
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* CTA (Chartered Tax Adviser) is a minimum requirement.
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* Proven track record in managing high-profile client relationships and strong relationships building skills.
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* Capacity to understand, in addition to UK-specific issues, cross-border planning, and the ability to identify where input is required from other jurisdictions.
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* Excellent knowledge of FCA compliance procedures and other regulatory requirements.
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* Excellent communication skills and capacity to explain complex tax and legal issues in an accessible manner.
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* Flexibility and creativity in the resolution of issues to take into account multiple and complex legal, tax, regulatory and operational constraints of the Banking environment.
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Why Join Us?
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* Excellence drives us to be the best at what we do, while innovation fuels our progress.
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* Respect underpins every interaction, and integrity shapes our actions.
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* Together, we are one team, united in serving our clients with unwavering dedication.
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Contact Us
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