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- Tasks: Lead a team to deliver wealth planning services for high-net-worth clients across the UK.
- Company: Join Lombard Odier, a top global wealth manager with a focus on sustainable investing.
- Benefits: Enjoy opportunities for professional development and a diverse, inclusive workplace culture.
- Why this job: Be part of a historic firm that values innovation and excellence in client service.
- Qualifications: Must be a Chartered Tax Adviser with experience in managing high-profile client relationships.
- Other info: Flexibility to work with international clients and attend events as a speaker.
The predicted salary is between 43200 - 72000 £ per year.
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 is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents.
With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions.
The Lombard Odier Wealth Planning team comprises 65 professionals based in 7 countries and is fully integrated across the Lombard Odier Private Client offices and markets. We are looking for a Head of Wealth Planning covering the UK Region to lead the strategic direction, development, and delivery of comprehensive wealth planning services for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. The position will be based in London but will be responsible for the wealth planning services provided to clients in the UK teams located in London, Geneva, Zurich and Nassau.
As a member of the Global Wealth Planning team, the UK Head of Wealth Planning will also be responsible for delivering the UK Wealth Planning practice and expertise to HNW and UHNW clients, wherever they are based. This role is responsible for managing a team of wealth planners and collaborating with relationship managers, investment advisors, and legal/tax professionals to provide holistic solutions that align with clients’ long-term goals.
Contribute to the Wealth Planning team’s marketing and communication initiatives, exchange technical information with the wealth planners, and ensure the UK technical expertise within the team remains excellent. As a member of the UK Region Executive Committee, provide input and insights that support the delivery of a coherent and focused wealth planning strategy. This is to be aligned with the Bank and UK Region’s growth objectives.
Lead, mentor, and develop a team of wealth planners, ensuring high performance and continuous professional development. Contribute to the commercial success of the Private Bankers by assisting and supporting pro-actively with prospects and existing client relationships, by delivering value-added and personalised wealth planning strategies and solutions. Represent Lombard Odier as a speaker at events on wealth planning subjects.
Provide private clients with guidance and information in relation to UK tax and legal matters, in the context of their holistic wealth planning requirements. Be an ambassador for the UK market and all of the Bank’s UK client base. Ensure appropriate coverage of tax and legal developments in the UK and, when appropriate, communicate these internally within the Bank and externally to private clients, as well as accept speaking engagements at conferences which help showcase Lombard Odier’s capabilities.
Work closely with Lombard Odier Private Bankers, private clients and their professional tax and legal advisors, including to draft memorandums, presentations, and technical notes. A thorough knowledge of wealth planning subject matter, in particular relating to UK Resident/Non Domiciled individuals, UK entrepreneurs and financial market professionals, as well as international aspects related to their situation.
CTA (Chartered Tax Adviser) is a minimum requirement. Proven track record in managing high-profile client relationships and strong relationships building skills. Capacity to understand, in addition to UK-specific issues, cross-border planning, and the ability to identify where input is required from other jurisdictions. Excellent knowledge of FCA compliance procedures and other regulatory requirements. Excellent communication skills and capacity to explain complex tax and legal issues in an accessible manner. Flexibility and creativity in the resolution of issues to take into account multiple and complex legal, tax, regulatory and operational constraints of the Banking environment. A passion for working with private clients and regularly attending in-person meetings.
Excellence drives us to be the best at what we do, while Innovation fuels our progress. Diversity, Equity and Inclusion are woven into the fabric of our Maison’s DNA, and we strive to ensure that our employees can fulfil both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy.
Contact Detail:
Lombard Odier Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Planning Manager, Asset Management
✨Tip Number 1
Familiarise yourself with Lombard Odier's approach to sustainable investing and wealth planning. Understanding their values and how they integrate sustainability into their services will help you align your discussions and demonstrate your commitment to their mission during interviews.
✨Tip Number 2
Network with professionals in the wealth management sector, particularly those who have experience with high-net-worth clients. Attend industry events or webinars where you can meet potential colleagues or mentors who can provide insights into the role and the company culture.
✨Tip Number 3
Stay updated on UK tax laws and regulations, especially those affecting high-net-worth individuals. Being knowledgeable about current issues will not only prepare you for potential interview questions but also show your proactive approach to the complexities of wealth planning.
✨Tip Number 4
Prepare to discuss your experience in managing client relationships and leading teams. Highlight specific examples where you've successfully navigated complex financial situations or provided innovative solutions, as this will resonate well with Lombard Odier's focus on excellence and innovation.
We think you need these skills to ace Planning Manager, Asset Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth planning, asset management, and client relationship management. Use specific examples that demonstrate your expertise in UK tax and legal matters, as well as your ability to manage high-profile client relationships.
Craft a Compelling Cover Letter: In your cover letter, express your passion for sustainable investing and how it aligns with Lombard Odier's values. Discuss your leadership experience and how you plan to mentor and develop a team of wealth planners, showcasing your understanding of the role's responsibilities.
Showcase Your Knowledge: Demonstrate your thorough knowledge of wealth planning, particularly regarding UK Resident/Non Domiciled individuals and cross-border planning. Mention any relevant qualifications, such as being a Chartered Tax Adviser, and provide examples of how you've successfully navigated complex legal and tax issues.
Highlight Communication Skills: Since excellent communication skills are crucial for this role, include examples of how you've effectively explained complex tax and legal issues to clients or colleagues. This could be through presentations, memorandums, or during client meetings.
How to prepare for a job interview at Lombard Odier Group
✨Understand the Company’s Values
Before your interview, make sure you understand Lombard Odier's commitment to sustainable investing and their focus on diversity, equity, and inclusion. This will help you align your answers with their values and demonstrate that you are a good cultural fit.
✨Showcase Your Expertise
Be prepared to discuss your knowledge of wealth planning, particularly regarding UK tax and legal matters. Highlight your experience with high-net-worth clients and your ability to navigate complex financial situations, as this is crucial for the role.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills in real-world scenarios. Think of examples where you've successfully managed client relationships or resolved complex issues, and be ready to explain your thought process.
✨Demonstrate Leadership Skills
As a potential Head of Wealth Planning, it's important to showcase your leadership abilities. Discuss your experience in mentoring teams, driving performance, and contributing to strategic initiatives, as these will be key aspects of the role.
