Head of Wealth Planning

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.

“Rethink Everything” is our philosophy – it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients.

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.

YOUR ROLE

• 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.

YOUR PROFILE

• 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.

Our Maison’s DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team, united in serving our clients with unwavering dedication.

As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. 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.

It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.