Head of Wealth Planning

ZipRecruiter; London Borough of Harrow; On-site; GBP 80,000 - 120,000; Full time

Job summary

A leading firm in wealth and asset management is searching for a Head of Wealth Planning based in London. This vital role involves leading a team, advising high-net-worth clients on complex wealth planning matters, and contributing to strategic initiatives for service delivery across multiple international markets.

Qualifications

• Deep knowledge of wealth planning for high-net-worth clients.
• Proven experience in managing high-profile client relationships.
• Understanding of FCA compliance and regulatory matters.

Responsibilities

• Lead and develop the wealth planning team.
• Advise clients on UK tax and legal matters.
• Participate in strategic discussions for wealth planning initiatives.

Skills

Wealth planning

Communication

Creative problem-solving

Education

CTA (Chartered Tax Adviser)

Job description

Job Description

A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm manages close to CHF 300 billion and operates from over 25 offices across 4 continents.

With a history spanning over 225 years, Lombard Odier offers discretionary and advisory portfolio management, wealth services, custody, asset management through Lombard Odier Investment Managers, and advanced banking technology for financial institutions.

“Rethink Everything” is our philosophy, guiding us through over 40 financial crises by rethinking the world to provide fresh investment perspectives.

The Lombard Odier Wealth Planning team consists of 65 professionals across 7 countries, fully integrated within the Private Client offices and markets.

We are seeking a Head of Wealth Planning for the UK to lead the strategic development and delivery of wealth planning services for HNW and UHNW clients. The role is based in London, overseeing services for clients in the UK, Geneva, Zurich, and Nassau.

As part of the Global Wealth Planning team, you will deliver UK wealth planning expertise globally, managing a team and collaborating with relationship managers, investment advisors, and legal/tax professionals to provide holistic, goal-aligned solutions.

Your Responsibilities

1. Contribute to marketing and communication initiatives, exchange technical information, and maintain UK technical expertise.
2. Participate in the UK Region Executive Committee, providing insights to support wealth planning strategy aligned with growth objectives.
3. Lead, mentor, and develop the wealth planning team, ensuring high performance and professional growth.
4. Support Private Bankers in client relationships by delivering tailored wealth planning strategies and representing Lombard Odier at industry events.
5. Advise private clients on UK tax and legal matters within their wealth planning context.
6. Act as a UK market ambassador, communicating tax and legal updates internally and externally, and speaking at conferences.
7. Collaborate with private clients and their advisors to draft memorandums, presentations, and technical notes.

Your Profile

1. Deep knowledge of wealth planning, especially concerning UK/non-domiciled individuals, entrepreneurs, and international issues.
2. CTA (Chartered Tax Adviser) qualification is essential.
3. Proven experience in managing high-profile client relationships.
4. Understanding of cross-border planning and jurisdictional input requirements.
5. Strong knowledge of FCA compliance and regulatory frameworks.
6. Excellent communication skills, able to simplify complex legal and tax issues.
7. Creative and flexible problem-solving skills considering legal, tax, regulatory, and operational constraints.
8. Passion for engaging with private clients through meetings and personalized service.

Our Maison’s DNA is built on five core values: Excellence, Innovation, Respect, Integrity, and One Team. We promote diversity, inclusion, equity, and internal growth, believing diverse teams drive success.

Join us in this exciting journey. All applications will be handled confidentially.