A career in wealth management means working for a global player, with a strong focus on sustainable investing. An innovative company of choice for private and institutional clients, our firm is one of the best-capitalised groups in the world, managing close to 300 billion and operating from over 25 offices across 4 continents.
With a history spanning over 225 years, we are an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through our managers and provide advanced technology to other financial institutions.
Our philosophy - Rethink Everything - is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients.
The Wealth Planning team comprises 65 professionals based in 7 countries and is fully integrated across our offices and markets.
We are looking for a Strategic Leader covering the UK Region to lead the development and delivery of comprehensive wealth planning services for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. The position will be based in London but will be responsible for the wealth planning services provided to clients in the UK teams located in London, Geneva, Zurich and Nassau.
As a member of the Global Wealth Planning team, the UK Strategic Leader will also be responsible for delivering the UK Wealth Planning practice and expertise to HNW and UHNW clients, wherever they are based.
This role is responsible for managing a team of planners and collaborating with relationship managers, investment advisors, and legal/tax professionals to provide holistic solutions that align with clients' long-term goals.
Your Key Responsibilities:
* Contribute to the Wealth Planning team's marketing and communication initiatives, exchange technical information with the planners, and ensure the UK technical expertise within the team remains excellent.
* Provide input and insights that support the delivery of a coherent and focused wealth planning strategy. This is to be aligned with the company's growth objectives.
* Lead, mentor, and develop a team of planners, ensuring high performance and continuous professional development.
* Contribute to the commercial success of the Private Bankers by assisting and supporting pro-actively with prospects and existing client relationships, by delivering value-added and personalised wealth planning strategies and solutions. Represent us as a speaker at events on wealth planning subjects.
* Provide private clients with guidance and information in relation to tax and legal matters, in the context of their holistic wealth planning requirements.
* Be an ambassador for the UK market and all of our client base. Ensure appropriate coverage of tax and legal developments in the UK and, when appropriate, communicate these internally within the company and externally to private clients, as well as accept speaking engagements at conferences which help showcase our capabilities.
* Work closely with our Private Bankers, private clients and their professional tax and legal advisors, including to draft memorandums, presentations, and technical notes.
Your Profile:
* A thorough knowledge of wealth planning subject matter, in particular relating to Resident/Non Domiciled individuals, entrepreneurs and financial market professionals, as well as international aspects related to their situation.
* Chartered Tax Adviser (CTA) is a minimum requirement.
* Proven track record in managing high-profile client relationships and strong relationships building skills.
* Capacity to understand, in addition to UK-specific issues, cross-border planning, and the ability to identify where input is required from other jurisdictions.
* Excellent knowledge of compliance procedures and other regulatory requirements.
* Excellent communication skills and capacity to explain complex tax and legal issues in an accessible manner.
* Flexibility and creativity in the resolution of issues to take into account multiple and complex legal, tax, regulatory and operational constraints of the environment.
* A passion for working with private clients and regularly attending in-person meetings.
Our Values: Excellence, Innovation, Respect, Integrity and One Team.
As a responsible employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into our values, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy.