A wealth planning leader is required to oversee the development and delivery of comprehensive wealth planning services for high-net-worth and ultra-high-net-worth clients. The successful candidate will lead a team of professionals in providing holistic solutions that align with clients' long-term goals.
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* Contribute to marketing and communication initiatives, exchange technical information with wealth planners, and ensure excellent UK technical expertise within the team.
* Provide input and insights to support the delivery of a coherent and focused wealth planning strategy, aligned with growth objectives.
* Lead, mentor, and develop a team of wealth planners, ensuring high performance and continuous professional development.
* Assist Private Bankers by delivering value-added and personalized wealth planning strategies and solutions, representing the organization as a speaker at events on wealth planning subjects.
* Guide private clients on UK tax and legal matters, in the context of their holistic wealth planning requirements.
* Become an ambassador for the UK market, ensuring appropriate coverage of tax and legal developments and communicating these internally and externally.
* Work closely with Private Bankers, clients, and their professional advisors to draft memorandums, presentations, and technical notes.
About the Role
* A thorough knowledge of wealth planning subject matter, particularly relating to UK Resident/Non Domiciled individuals, UK entrepreneurs, and financial market professionals.
* CTA (Chartered Tax Adviser) qualification is a minimum requirement.
* Proven track record in managing high-profile client relationships and strong relationship-building skills.
* Capacity to understand cross-border planning and identify where input is required from other jurisdictions.
* Excellent knowledge of FCA compliance procedures and regulatory requirements.
* Excellent communication skills to explain complex tax and legal issues.
* Flexibility and creativity in resolving issues considering multiple and complex legal, tax, regulatory, and operational constraints.
* A passion for working with private clients and attending in-person meetings.
About Us
We are a responsible employer, promoting a diverse and inclusive work environment. Diversity, Equity, and Inclusion are woven into our DNA, and we strive to ensure employees can fulfill personal and professional aspirations through internal mobility and upskilling programs.
We believe building diverse teams contributes to our successes and delivers on this by actively embedding Diversity, Equity, and Inclusion in our business strategy.
This is an exciting opportunity to join our team, and all applications will be handled confidentially.