About the Role
We are seeking a seasoned Executive Director of Wealth Solutions to spearhead our wealth planning initiatives in the UK region. In this role, you will be responsible for leading the strategic direction and development of comprehensive wealth planning services for high-net-worth and ultra-high-net-worth clients.
Key Responsibilities
* Contribute to the marketing and communication initiatives of the wealth planning team, ensuring technical excellence in all endeavors.
* Mentor and develop a team of wealth planners, fostering high performance and continuous professional growth.
* Collaborate with relationship managers, investment advisors, and legal professionals to provide holistic solutions aligning with clients' long-term objectives.
* Represent Lombard Odier at events, sharing expertise on wealth planning subjects and promoting the firm's capabilities.
* Provide guidance and information to private clients regarding UK tax and legal matters, addressing their wealth planning needs.
* Ensure coverage of tax and legal developments in the UK, communicating them internally and externally as necessary.
Requirements
* Demonstrated knowledge of wealth planning subject matter, particularly relating to UK resident/non-domiciled individuals, entrepreneurs, and financial market professionals.
* Chartered Tax Adviser (CTA) certification is mandatory.
* A proven track record of managing high-profile client relationships and strong relationship-building skills.
* Capacity to understand cross-border planning and identify areas requiring input from other jurisdictions.
* Excellent FCA compliance procedures and regulatory requirements knowledge.
* Exceptional communication skills to explain complex tax and legal issues clearly.
* Flexibility and creativity in resolving complex issues within the banking environment.
About Our Team
We value diversity, equity, and inclusion in our workplace and strive to create an environment where employees can grow professionally and personally. Join us and be part of a dynamic team that fosters collaboration and innovation.