Private Wealth Management, UK Wealth Planner/Strategist, Vice President, London

OUR IMPACT

Private 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 customized investment portfolios within the context of each client's particular risk tolerance, and providing access to innovative investment ideas and opportunities.

PWM professionals also offer a full array of additional wealth management services, including trade structuring and execution, private banking and liability management advice, fiduciary trust services (US only), administrative support typically provided by family offices and access to a curated network of specialty service providers.

The GS Family Office (GSFO) works in coordination with private wealth advisors (PWAs) to develop strong relationships with clients, prospective clients and family offices to deliver a full suite of wealth planning and structuring, including succession and trust planning; family governance; art and collectible advisory; and philanthropy advisory. 

GSFO is in search of an individual to support PWAs business development in client acquisition and client retention, responsible for delivering wealth planning and wealth structuring to our UK-based clients. Given the international client base, tax and legal cross border expertise is key to this role.

YOUR IMPACT

We are looking for a talented senior executive with significant UK and cross-border tax, trust and estate law expertise, who has successfully worked with UHNWI and provided support to strategize wealth planning solutions. This role will be based in London with potentially some level of travel.

Role includes, but is not limited to:

• Delivering on the wealth planning and family office strategy as part of a fully integrated wealth advisory service for current and prospective PWM clients in the UK
• Acting as a senior subject matter expert to advise individuals and families on all aspects of tax planning and wealth transmission, including tax-efficient estate planning structures, lifetime gifting strategies, the transfer of closely held businesses and charitable giving
• Enhancing the value proposition of Private Wealth Management by helping private clients understand, navigate and position themselves in relation to estate planning, life insurance, immigration, asset protection, family governance and philanthropic aspects of wealth
• Providing clients with integrated wealth planning solutions by working closely with other groups in Goldman Sachs, including Private Wealth Advisors, Investment Strategy Group, Market Solution Group, Lending and other key internal constituencies
• Collaborating with private wealth management teams, trustees, attorneys, accountants, and other advisors and professional service providers in order to deliver on clients' wealth planning objectives
• Contributing to GSFO thought leadership initiative and producing relevant content material, presenting at internal educational sessions, participating/hosting client events 

REQUIREMENTS

• The role requires tax and legal specialist knowledge within the context of Private Wealth Management
• An extensive experience background in assisting high net worth clients from an asset protection, life insurance, trust and estate and cross-border planning perspective 
• A strong background (preferably 8-10 years +) working in tax, legal firms in the private client space or in private banking/private wealth management institutions with ultra-high net worth clients, structuring wealth and multi-generational estate planning solutions in a multi-jurisdictional environment
• UK related technical expertise in trust and estate legislation and tax implications of investment portfolios, estate planning entities, philanthropic entities, and other business activities as well as cross border expertise is a must
• Additional jurisdictional tax/legal technical expertise is required
• Track record of successfully managing client relationships with individuals and families
• Experience interfacing with trustees, attorneys, accountants, and other advisors and professional organizations in respect to private clients' wealth planning needs
• Experience interfacing with trustees, accountants, lawyers, insurance brokers and other advisors in respect of private client wealth planning
• Excellent interpersonal skills and a desire to work in a team-oriented environment
• Resourceful, self-starter, attentive to detail and capable of multi-tasking in a fast-paced environment
• Experience presenting to internal and external audiences
• Commitment to excellence and a high level of integrity

Preferred Qualifications:

• Chartered Tax Adviser (CTA), Qualified UK solicitor/lawyer or CPA/chartered accountant preferred
• Familiarity with US cross-border wealth planning would be advantageous
• Expertise in insurance planning is preferred but not required

ABOUT GOLDMAN SACHS
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