Private Wealth Management, UK Wealth Planner/Strategist, Vice President, London

• 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

Goldman Sachs