Private Wealth Management, UK Wealth Planner

1 week ago

City of Westminster, United Kingdom Goldman Sachs, Inc. Full time

Opportunity Overview Vice President – Private Wealth Management (PWM) – London Position is part of the Asset & Wealth Management division. The role supports Private Wealth Advisors (PWAs) in business development, client acquisition, and retention. It focuses on delivering wealth planning and wealth structuring solutions to UK-based ultra‑high‑net‑worth clients. Your Impact Deliver on the wealth planning and family office strategy for current and prospective PWM clients in the UK. Act as a senior subject matter expert on tax planning, estate planning, life insurance, immigration, asset protection, family governance and philanthropy, advising individuals and families. Provide integrated wealth planning solutions by collaborating with Private Wealth Advisors, Investment Strategy Group, Market Solution Group, Lending and other internal constituencies. Collaborate with trustees, attorneys, accountants, and professional service providers to achieve clients' wealth planning objectives. Contribute to GSFO thought leadership, presenting internal educational sessions, participating in or hosting client events. Qualifications 8‑10+ years of experience in tax, legal, or private banking/private wealth services working with ultra‑high‑net‑worth clients. Expertise in UK trust and estate legislation and tax implications of investment portfolios, estate planning entities, and philanthropic entities. Cross‑border planning expertise, including U.S. and other jurisdictions. Track record of managing client relationships with individuals and families. Experience interfacing with trustees, attorneys, accountants, insurance brokers, and other advisors. Excellent interpersonal skills and ability to work in a team‑oriented environment. Resourceful, self‑starter, detail‑oriented, and capable of multitasking in a fast‑paced environment. Experience presenting to internal and external audiences. Commitment to excellence and a high level of integrity. Chartered Tax Adviser (CTA) or qualified UK solicitor/lawyer or CPA/chartered accountant preferred. Familiarity with U.S. cross‑border wealth planning and insurance planning is advantageous but not required. Equal Employment Opportunity Goldman Sachs is an equal employment/affirmative action employer. #J-18808-Ljbffr

  • Financial Adviser – Personal Injury

    2 weeks ago

    City Of London, United Kingdom Apollo Private Wealth Full time

    Financial Adviser – Personal Injury & Compensation Role Overview We are looking for an experienced and empathetic Specialist Financial Adviser to join our growing team at Apollo Private Wealth. In this niche role, you will provide expert financial planning and wealth management services to clients who have received compensation through personal injury or...

  • Private Wealth Management, UK Wealth Planner

    2 weeks ago

    Westminster, United Kingdom Goldman Sachs, Inc. Full time £125 - £150

    Opportunity OverviewNot sure what skills you will need for this opportunity Simply read the full description below to get a complete picture of candidate requirements.Vice President – Private Wealth Management (PWM) – LondonPosition is part of the Asset & Wealth Management division. The role supports Private Wealth Advisors (PWAs) in business...

  • Private Wealth Management, UK Wealth Planner

    6 days ago

    City Of London, United Kingdom Goldman Sachs Full time

    OUR IMPACTPrivate Wealth Management (PWM) secures, develops and manages relationships with ultra-high-net-worth individuals (UHNWI), their families, family offices and foundations across the globe. PWM assists clients with building and preserving their financial wealth by working with them to develop comprehensive financial plans, creating and implementing...

  • Wealth Planner

    3 days ago

    City Of London, United Kingdom Schroders Full time

    Job Description About Cazenove Capital At Cazenove Capital we look after private individuals, families and charities. We are the wealth management business of the FTSE‑listed global investment manager Schroders. We help our clients around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. About Schroders, Our...

  • Head of Wealth Commercialisation

    2 weeks ago

    City of Westminster, United Kingdom HSBC Group Full time

    Overview employee in the UK, you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution....

  • Private Wealth Management, UK Wealth Planner/Strategist, Vice President, London London · United[...]

    1 week ago

    City Of London, United Kingdom Goldman Sachs Bank AG Full time

    Opportunity Overview sitemap_outline CORPORATE TITLE Vice President language OFFICE LOCATION(S) London assignment JOB FUNCTION External Product Specialists account_balance DIVISION Asset & Wealth Management OUR IMPACT Private Wealth Management (PWM) secures, develops and manages relationships with ultra-high-net-worth individuals (UHNWI), their families,...

  • Wealth Planning Administrator

    17 hours ago

    City of London, United Kingdom mbf. Full time

    A leading City based Private Bank is currently seeking to recruit an experienced Wealth Planning Administrator to work alongside some of their most senior Wealth Planners. As part of the Wealth Planning team you will be working alongside WPs who provide whole of market financial advice to HNW private clients. You will be working within a small team...

  • Wealth Planner/senior Wealth Planner

    18 hours ago

    East of England, United Kingdom BWD Search & Selection Ltd Full time

    The Chartered Financial Planning division of a large regional, multi-office Professional Services firm is currently looking to hire a Wealth Planner or Senior Wealth Planner to its team. Working closely with the Partners and other fee earners across various business streams, you will provide holistic, independent advice to a wealthy individuals, with the...

  • Private Banking Officer

    7 days ago

    Isle of Man, United Kingdom Nedbank Private Wealth Full time

    **Private Banking Officer**: We have an excellent opportunity for a Private Banking Officer based in the Isle of Man office. job holder will be responsible for supporting the Corporate and Private Banking team to manage the requirements of existing and potential corporate and associated private clients. To work as part of a team to ensure the highest...

  • Employed Financial Adviser

    3 days ago

    City Of London, United Kingdom Apollo Private Wealth Full time

    OverviewEmployed Financial Adviser - Clients provided at Apollo Private WealthLocation: London | Employment type: Employed Role | Salary: £50,000–£70,000 base + uncapped earningsJoin Apollo Private Wealth to accelerate your career in a high-performance, high-support environment. You may take ownership of an established HNW client book or scale new...