Current jobs related to Wealth Planning Director - London, Greater London - EFG International

  • Wealth Planning Director

    4 weeks ago

    London, Greater London, United Kingdom https:jobs-redefined.cositemap Full time

    Job Title: Wealth Planning DirectorWe are seeking an experienced Wealth Planning Director to join our team. As a key member of our leadership team, you will be responsible for developing and implementing our wealth planning strategy, leading a team of wealth planners, and providing expert advice to our clients.Key Responsibilities:Develop and implement our...

  • Wealth Planning Director

    4 weeks ago

    London, Greater London, United Kingdom EFG International Full time

    Job Title: Wealth Planning DirectorAs a Wealth Planning Director at EFG International, you will be responsible for leading the UK wealth planning capability on a restricted advice basis. This includes succession planning, asset protection, life insurance, and personal and family wealth restructuring.Key Responsibilities:Provide UK & international advice &...

  • Wealth Planning Director

    1 month ago

    London, Greater London, United Kingdom EFG International Full time

    Job Title: Wealth Planning DirectorAs a Wealth Planning Director at EFG International, you will be responsible for leading the UK wealth planning capability on a restricted advice basis. This includes succession planning, asset protection, life insurance, and personal and family wealth restructuring.Key Responsibilities:Provide UK & international advice &...

  • Wealth Management Associate

    4 weeks ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    About the RoleApollo Private Wealth is seeking a highly motivated and ambitious individual to join our team as a Wealth Management Associate. As a key member of our team, you will play a crucial role in supporting our experienced Advisers and developing your skills in financial planning and wealth management.As a Wealth Management Associate, you will have...

  • Wealth Adviser Associate

    2 months ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    Your Career PathApollo Private Wealth is committed to helping you achieve your career goals and develop your skills in wealth management. We are seeking a highly motivated and ambitious individual to join our team as an Associate Wealth Adviser.This role offers a unique opportunity to gain hands-on experience in financial planning and wealth management,...

  • Wealth Adviser Associate

    2 months ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    Your Career PathApollo Private Wealth is committed to helping you achieve your career goals and develop your skills in wealth management. We are seeking a highly motivated and ambitious individual to join our team as an Associate Wealth Adviser.This role offers a unique opportunity to gain hands-on experience in financial planning and wealth management,...

  • Wealth Management Professional

    4 weeks ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    About the RoleApollo Private Wealth is seeking a highly motivated and experienced Wealth Adviser to join our team. As a Wealth Adviser, you will be responsible for providing exceptional client service and building strong relationships with our clients. You will have a minimum of 2 years' industry experience and a QCF Level 4 Diploma as a minimum. You will...

  • Wealth Director

    1 month ago

    London, Greater London, United Kingdom Prestige IFA Jobs Full time

    Join Our Prestige IFA Team as a Wealth DirectorWe are seeking an experienced Wealth Director to join our Prestige IFA team in Qatar. As a key member of our team, you will be responsible for providing expert financial advice to our clients, helping them achieve their financial goals and aspirations.About the RoleAs a Wealth Director, you will be responsible...

  • Wealth Director

    1 month ago

    London, Greater London, United Kingdom Prestige IFA Jobs Full time

    Join Our Prestige IFA Team as a Wealth DirectorWe are seeking an experienced Wealth Director to join our Prestige IFA team in Qatar. As a key member of our team, you will be responsible for providing expert financial advice to our clients, helping them achieve their financial goals and aspirations.About the RoleAs a Wealth Director, you will be responsible...

  • Head of Wealth Planning

    1 month ago

    London, Greater London, United Kingdom EFG International Full time

    Job Title: Head of Wealth PlanningAs a key member of EFG International's leadership team, the Head of Wealth Planning will be responsible for driving the strategic direction and growth of our wealth planning capabilities in the UK.Key Responsibilities:Develop and implement a comprehensive wealth planning strategy to meet the evolving needs of our...

  • Wealth Business Analyst

    3 weeks ago

    London, Greater London, United Kingdom Titan Wealth Holdings Limited Full time

    About UsThe Titan Wealth Group provides a comprehensive range of services across the wealth value chain, from financial planning to platform, trading, settlement, and custody services. Our strategy is to offer modular, incremental services to clients, allowing them to adjust their business models as needed. As part of this, we actively acquire UK-based asset...

  • Business Analyst

    3 weeks ago

    London, Greater London, United Kingdom Titan Wealth Holdings Full time

    About usThe Titan Wealth Group provides a broad range of services across the wealth value chain, from financial planning to platform, trading, settlement, and custody services. Its strategy is to offer modular, incremental services to clients, allowing them to adjust their business models as needed. As part of this, Titan is an active acquirer of UK-based...

  • Head of Wealth Planning

    3 weeks ago

    London, Greater London, United Kingdom EFG International Full time

    Job SummaryWe are seeking a seasoned Wealth Planner to lead our UK Wealth Planning team at EFG International. As Head of Wealth Planning, you will be responsible for the overall direction and management of our Wealth Planning function in the UK, providing UK & international advice & information to our clients.Key ResponsibilitiesBe responsible for the UK...

  • Wealth Planning Specialist

    4 weeks ago

    London, Greater London, United Kingdom mbf Full time

    Job DescriptionThe wealth planning arm of a leading global investment managers is seeking to recruit a high-quality wealth planner within a background in providing complex advice to UHNW private clients.Their Wealth Planning team provides comprehensive financial advisory services to clients and prospects of the Wealth Management business. This includes...

  • Wealth Planning Specialist

    1 month ago

    London, Greater London, United Kingdom J.M. Finn & Co. Ltd Full time

    Wealth Planning RoleAt J.M. Finn & Co. Ltd, we are seeking a skilled Wealth Planning Specialist to join our team. As a key member of our Wealth Planning department, you will be responsible for delivering high-quality financial planning advice to our clients.Key ResponsibilitiesProvide expert financial planning advice to clients, focusing on retirement and...

  • Head of Wealth Planning

    4 weeks ago

    London, Greater London, United Kingdom EFG International Full time

    Job Title: Head of Wealth PlanningAs a key member of EFG International's Wealth Planning team, you will be responsible for leading the UK wealth planning capability on a restricted advice basis. This includes succession planning, asset protection, life insurance, and personal and family wealth restructuring.Key Responsibilities:Develop and implement the...

  • Head of Wealth Planning

    4 weeks ago

    London, Greater London, United Kingdom EFG International Full time

    Job Title: Head of Wealth PlanningAs a key member of EFG International's Wealth Planning team, you will be responsible for leading the UK wealth planning capability on a restricted advice basis. This includes succession planning, asset protection, life insurance, and personal and family wealth restructuring.Key Responsibilities:Develop and implement the...

  • Wealth Planning Specialist

    1 month ago

    London, Greater London, United Kingdom ZipRecruiter Full time

    Join Our Team as a Wealth Planning SpecialistWe are seeking a highly skilled Wealth Planning Specialist to join our team at ZipRecruiter. As a key member of our Wealth Management business, you will be responsible for providing comprehensive financial advisory services to our high-net-worth clients.Key Responsibilities:Manage a portfolio of high-value client...

  • Wealth Planning Assistant

    4 weeks ago

    London, Greater London, United Kingdom LGT Group Full time

    LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. Our company offers a fresh approach to wealth management, with a focus on transparency and client-centric service. Our head office is based in London, with a presence in Edinburgh, Jersey,...

  • Business Development Executive

    4 weeks ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    Your MissionApollo Private Wealth is seeking a highly motivated Business Development Executive to join our team. As a Business Development Executive, you will play a crucial role in connecting with prospects, articulating our service, and arranging meetings with our Wealth Advisers.About the RoleThis is a fantastic opportunity for an experienced Business...

Wealth Planning Director

2 months ago

London, Greater London, United Kingdom EFG International Full time
Job Title: Wealth Planning Director

As a Wealth Planning Director at EFG International, you will be responsible for leading the UK Wealth Planning capability on a restricted advice basis. This includes succession planning, asset protection, life insurance, and personal and family wealth restructuring.

Key Responsibilities:
  • Oversee the overall direction and management of the established Wealth Planning function in the UK.
  • Provide UK & international advice & information to the Bank's clients, customised to reflect individual client investment objectives, tax constraints, and life insurance and pensions considerations.
  • Coordinate and oversee activities of Wealth Planning specialists covering CROs and clients in the UK region.
  • Work closely with the Global Head of Wealth Planning on the achievement, monitoring and regularly reporting of financial performance and business development efforts in the UK.
  • Contribute to content for publications generated by Global Wealth Planning team.
  • Organise and offer WP related training sessions to CROs.
  • Lead the wealth planning product development effort.
  • Ensure that the UK WP team draws upon their well-established networks of external specialists and provides clients with the best possible solutions to meet their needs ensuring compliance with the complex regulatory requirements.
  • Identify new business opportunities during client interactions or reviews and contribute to net new assets (NNAs) acquisitions and/or product cross-selling for the Bank.
  • Actively manage performance of UK WP team.
  • Develop and maintain strong network of external advisors (Lawyers, Accountants, etc.).

Requirements:

  • Familiar with the UK legal and tax systems as well as pensions and life insurance markets and, ideally, knowledge of one or more additional jurisdictions.
  • Ideally, international experience or at least international outlook on business.
  • Demonstrable experience of working with U/HNW clients and providing structuring solutions for private individuals.
  • More than 10 years of experience with demonstrated track record of managing wealth planning business ideally in a private bank/trust company/ insurance brokerage/law or accounting firm.
  • University degree in Law or Finance related discipline; M. in tax).
  • Level 6 Advanced Diploma in Financial Planning or Chartered Financial Planner status.
  • Chartered tax advisor or qualified lawyer with private client background.