Wealth Planning Strategy Lead
In this key role, you will develop and execute a comprehensive wealth planning strategy for HNW and UHNW clients in the UK Region. You will work closely with Lombard Odier Private Bankers, private clients, and their professional tax and legal advisors to draft memorandums, presentations, and technical notes.
The successful candidate will have a strong background in wealth planning, including a deep understanding of UK tax laws and regulations. They will also possess excellent communication skills and the ability to explain complex tax and legal issues in an accessible manner.
Responsibilities include:
* Developing and implementing a comprehensive wealth planning strategy for HNW and UHNW clients in the UK Region.
* Collaborating with Private Bankers, private clients, and their professional advisors to deliver personalized wealth planning solutions.
* Providing expert guidance on UK tax and legal matters to private clients, ensuring alignment with their long-term goals.