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Head of Wealth Planning

2 months ago

London, Greater London, United Kingdom EFG International Full time
About the Role

We are seeking an experienced and skilled professional to join our team as Head of Wealth Planning at EFG International. As a key member of our Private Banking team, you will be responsible for leading our wealth planning efforts in the UK and providing expert advice to our clients.

Key Responsibilities
  • Lead the development and implementation of our wealth planning strategy in the UK, working closely with our Global Head of Wealth Planning and Regional Head of Private Banking.
  • Oversee the activities of our Wealth Planning specialists, ensuring they have the necessary skills and knowledge to provide exceptional service to our clients.
  • Work closely with our Global Head of Wealth Planning to achieve financial performance and business development goals in the UK.
  • Contribute to the creation of content for publications and other marketing materials, showcasing our expertise in wealth planning.
  • Organize and deliver training sessions for our Client Relationship Officers (CROs) on wealth planning topics.
  • Coordinate and conduct awareness training and discussions with EFG CROs on relevant technical product and market updates.
  • Lead the development of new wealth planning products and services.
  • Ensure that our UK Wealth Planning team provides clients with the best possible solutions to meet their needs, while complying with 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.
  • Manage the performance of our UK Wealth Planning team.
  • Develop and maintain a strong network of external advisors, including lawyers, accountants, insurance brokers, and other counterparties.
As a Wealth Planner
  • Focus on providing UK-centric wealth advice, including advice for UK resident clients, UK resident non-domiciled clients, and international clients with a banking relationship in the UK.
  • Work with CROs and clients to identify opportunities for wealth planning and provide expert advice on estate planning, life insurance, pensions, tax-efficient investments, and tax-efficient wrappers.
  • Be the EFG leading global specialist in UK wealth planning topics, with a focus on resident non-domiciled clients.
  • Work with EFG Wealth Solutions (trustees) to facilitate the establishment of EFG trust structures for clients.
  • Conduct in-depth reviews of clients' financial circumstances, current provision, and future aims.
  • Analyze information and prepare plans tailored to individual clients' requirements.
  • Complete risk analysis.
  • Research the marketplace, including Bank's and the Group offering, and provide clients with information on new and existing products and services.
  • Design financial strategies.
  • Assist clients in making informed decisions.
  • Research information from various sources, including providers of financial products.
  • Review and respond to clients' changing needs and financial circumstances.
  • Negotiate with product suppliers for the best possible rates.
  • Produce financial reports.
  • Contact clients with news of new financial products or changes to legislation that may affect their savings and investments.
  • Meet the regulatory aspects of the role, including requirements for disclosure, costs of the services provided, and advised products.
Person Specification
  • Seasoned Wealth Planner with strong UK resident non-domiciled experience and market knowledge.
  • 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.
  • International experience or at least an international outlook on business.
  • Demonstrable experience of working with U/HNW clients and providing structuring solutions for private individuals.
Required Qualifications
  • More than 10 years of experience with a 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; holding additional qualifications linked to the area of interest (e.g., TEP, in tax).
Relevant Professional Qualifications
  • Level 6 Advanced Diploma in Financial Planning or Chartered Financial Planner status.
  • Up-to-date Statement of Professional Standing (SPS).
  • Chartered tax advisor or qualified lawyer with private client background.
  • STEP member.
Required Competencies
  • Strong analytical, problem-solving, and synthesizing skills relating to wealth planning, tax, and estate planning, accountancy, insurance, banking, and investment.
  • Astute business sense and ability to 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.
  • Excellent communication skills and sales capabilities, with the ability to express things simply and directly while maintaining a focused and controlled discussion.
  • Strong managerial credentials with a demonstrated proficiency for leadership, motivation, coaching, communication, planning, and successful implementation.