Wealth Planning Expertise
As a seasoned professional, you will lead the strategic direction, development, and delivery of comprehensive wealth planning services for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients in the UK Region. You will be responsible for managing a team of wealth planners and collaborating with relationship managers, investment advisors, and legal/tax professionals to provide holistic solutions that align with clients' long-term goals.
The ideal candidate will have a thorough knowledge of wealth planning subject matter, particularly relating to UK Resident/Non Domiciled individuals, UK entrepreneurs, and financial market professionals, as well as international aspects related to their situation. A Chartered Tax Adviser (CTA) is a minimum requirement.
You will contribute to the Wealth Planning team's marketing and communication initiatives, exchange technical information with the wealth planners, and ensure the UK technical expertise within the team remains excellent. As a member of the UK Region Executive Committee, you will provide input and insights that support the delivery of a coherent and focused wealth planning strategy aligned with the Bank's growth objectives.
Key responsibilities include:
* Contribute to the commercial success of Private Bankers by assisting and supporting proactively with prospects and existing client relationships, delivering value-added and personalized wealth planning strategies and solutions.
* Provide private clients with guidance and information in relation to UK tax and legal matters, in the context of their holistic wealth planning requirements.
* Be an ambassador for the UK market and all client base, ensuring appropriate coverage of tax and legal developments in the UK, communicating these internally within the Bank and externally to private clients, and accepting speaking engagements at conferences which help showcase Lombard Odier's capabilities.