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For Companies At a Glance
- Tasks: Deliver wealth planning strategies and advise high net worth clients on tax and estate planning.
- Company: Join Goldman Sachs, a leading global investment banking and management firm.
- Benefits: Competitive salary, diverse work environment, and opportunities for professional growth.
- Why this job: Make a real impact by helping clients secure their financial future and navigate complex wealth issues.
- Qualifications: 8-10 years in private wealth management or legal firms with expertise in tax and estate planning.
- Other info: Collaborative team culture with a commitment to excellence and integrity.
The predicted salary is between 72000 - 108000 ÂŁ per year.
Responsibilities
- 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
- 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 would be helpful
- 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, 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
Qualifications
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.
About Goldman Sachs
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
Equal Employment Opportunity
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity.
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Private Wealth Management, UK Wealth Planner/Strategist, Vice President, London employer: Goldman Sachs Group, Inc.
Contact Detail:
Goldman Sachs Group, Inc. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Wealth Management, UK Wealth Planner/Strategist, Vice President, London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the Private Wealth Management space. Attend industry events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your expertise! Prepare to discuss your experience with tax planning, estate structures, and client relationship management in detail. Be ready to share specific examples of how you've helped high net worth clients achieve their goals. This will set you apart from the competition.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your responses. Focus on articulating your knowledge of cross-border wealth planning and your ability to collaborate with various advisors. The more comfortable you are, the better you'll perform when it counts.
✨Tip Number 4
Don’t forget to apply through our website! We’re always on the lookout for talented individuals who can contribute to our team. Make sure your application highlights your unique skills and experiences that align with the role. Let’s get you on board!
We think you need these skills to ace Private Wealth Management, UK Wealth Planner/Strategist, Vice President, London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that align with the Private Wealth Management role. Highlight your expertise in tax planning, estate structures, and client relationship management to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about wealth planning and how your background makes you the perfect fit for our team. Be genuine and let your personality come through.
Showcase Relevant Experience: When detailing your work history, focus on your experience with high net worth clients and any cross-border planning you've done. We want to see how you've successfully managed client relationships and delivered tailored solutions.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at Goldman Sachs!
How to prepare for a job interview at Goldman Sachs Group, Inc.
✨Know Your Stuff
Make sure you brush up on your knowledge of tax planning, estate structures, and wealth transmission strategies. Familiarise yourself with the latest trends in private wealth management and be ready to discuss how these can benefit high net worth clients.
✨Showcase Your Experience
Prepare to share specific examples from your past roles where you've successfully managed client relationships or delivered integrated wealth planning solutions. Highlight your experience with cross-border planning and any relevant technical expertise that sets you apart.
✨Collaborate Like a Pro
Since this role involves working closely with various professionals, be ready to discuss how you've collaborated with trustees, attorneys, and accountants in the past. Emphasise your teamwork skills and how they contribute to achieving client objectives.
✨Engage and Present Confidently
Practice your presentation skills, as you'll likely need to present ideas to both internal teams and clients. Be prepared to discuss your approach to thought leadership and how you can contribute to educational sessions or client events.