Strategic Wealth Planning Leadership Opportunity
We are seeking a seasoned professional to lead our wealth planning team in the UK region. As Head of Wealth Planning, you will be responsible for developing and delivering comprehensive wealth planning services to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
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About the Role
This is an exceptional opportunity to join our team and contribute to the strategic direction of our wealth planning practice. As a member of the Global Wealth Planning team, you will collaborate with relationship managers, investment advisors, and legal/tax professionals to provide holistic solutions that align with clients' long-term goals.
Key Responsibilities:
1. Contribute to the development and implementation of the wealth planning strategy in the UK region
2. Lead a team of wealth planners and ensure they have the necessary skills and expertise to deliver high-quality services to clients
3. Collaborate with relationship managers and investment advisors to develop and implement tailored wealth planning solutions for HNW and UHNW clients
4. Provide technical guidance and support to wealth planners and other teams as needed
5. Represent the firm at industry events and conferences to promote our wealth planning capabilities
You will be based in London but will be responsible for covering the entire UK market, including London, Geneva, Zurich, and Nassau.
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Requirements
To be successful in this role, you will need:
* A deep understanding of wealth planning principles and practices, particularly in relation to UK tax and regulatory requirements
* A strong track record of managing high-profile client relationships and building effective relationships with internal stakeholders
* Excellent communication and interpersonal skills, with the ability to communicate complex technical information to clients and colleagues
* A passion for working in a dynamic and fast-paced environment, with a focus on delivering exceptional client outcomes
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Benefits
As a member of our team, you can expect:
* A competitive salary and benefits package
* The opportunity to work with a diverse range of clients and build a loyal client base
* A collaborative and supportive team environment
* Ongoing training and development opportunities to enhance your skills and expertise
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Our Values
We are committed to delivering exceptional client outcomes and building strong relationships with our clients and colleagues. Our values are built around:
* Excellence: We strive to be the best at what we do, delivering high-quality services and solutions to our clients
* Innovation: We encourage creativity and innovation, seeking new ways to solve complex problems and improve our services
* Respect: We value diversity, equity, and inclusion, treating all individuals with respect and dignity
* Integrity: We operate with integrity, upholding the highest standards of ethics and professionalism