VP, UK Cross-Border Wealth Planning & Strategy

Goldman Sachs Bank AG; Greater London; On-site; GBP 90,000 - 120,000; Full time

Job summary

A leading global investment firm is seeking a Vice President to support client acquisition and retention in wealth planning and structuring for ultra-high-net-worth individuals in the UK. The ideal candidate will excel in providing tax and legal expertise, collaborating with diverse teams, and managing client relationships. This role offers a competitive compensation package and the opportunity to engage in impactful wealth management strategies.

Benefits

Competitive vacation policies

Health and welfare programs

On-site fitness centers

Qualifications

• Significant experience in assisting high-net-worth clients with tax and legal needs.
• 8-10 years working in tax, legal firms, or private banking.
• Proficient in estate planning and wealth structuring.

Responsibilities

• Deliver wealth planning and family office strategy.
• Advise on tax planning and wealth transmission.
• Collaborate with various service providers to achieve client goals.

Skills

UK and cross-border tax expertise

Wealth planning solutions

Excellent interpersonal skills

Education

Chartered Tax Adviser (CTA)

UK solicitor/lawyer or CPA

Job description

A leading global investment firm is seeking a Vice President to support client acquisition and retention in wealth planning and structuring for ultra-high-net-worth individuals in the UK. The ideal candidate will excel in providing tax and legal expertise, collaborating with diverse teams, and managing client relationships. This role offers a competitive compensation package and the opportunity to engage in impactful wealth management strategies.