Wealth Planning Director
Responsibilities and Requirements
The successful candidate will have a deep understanding of wealth planning subject matter, particularly relating to UK Resident/Non-Domiciled individuals, UK entrepreneurs, and financial market professionals. They will also have a proven track record in managing high-profile client relationships and strong building skills.
Main Accountabilities
* Manage a team of wealth planners, providing guidance, support, and coaching to ensure they meet performance expectations.
* Collaborate with relationship managers, investment advisors, and legal/tax professionals to deliver comprehensive wealth planning solutions that meet clients' needs.
* Stay up-to-date on the latest regulatory developments and market trends affecting wealth planning, advising the team on best practices and strategies.
* Develop and maintain strong relationships with clients, understanding their needs and preferences to deliver exceptional service and advice.
* Contribute to the development of marketing materials and thought leadership pieces to promote the Wealth Planning team's expertise and services.