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.
- Other info: Collaborative team culture with a commitment to excellence and integrity.
- 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.
The predicted salary is between 72000 - 108000 £ per year.
- 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
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 SachsAt 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 OpportunityGoldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity.
#J-18808-LjbffrPrivate Wealth Management, UK Wealth Planner/Strategist, Vice President, London employer: Goldman Sachs Group, Inc.
Goldman Sachs is an exceptional employer, offering a dynamic work environment in the heart of London where innovation and collaboration thrive. With a strong commitment to employee growth, we provide extensive training and development opportunities, ensuring our team members are equipped to excel in their roles. Our inclusive culture values diversity and integrity, making it a rewarding place for professionals in Private Wealth Management to build meaningful careers while serving ultra-high-net-worth clients.
StudySmarter Expert Advice🤫
We think this is how you could land Private Wealth Management, UK Wealth Planner/Strategist, Vice President, London
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We think you need these skills to ace Private Wealth Management, UK Wealth Planner/Strategist, Vice President, London
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