Wealth Planning Director

4 days 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.

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