Wealth Planning & Business Development Leader
Permanent - Wealth Management - London, United Kingdom
About Us
Company Description
AlTi Tiedemann Global (“ALTi”) is a NASDAQ listed global wealth and alternatives manager, in the business of turning powerful ideas into high-performing strategies and solutions. The firm currently manages or advises on approximately $68 billion in combined assets and has an expansive network with over 490 professionals across three continents
Whether our clients are individuals or institutions, foundations or family-led businesses, we offer a connected ecosystem of advice, solutions and innovative investment opportunities from across our global network.
We are passionate about finding better ways to serve our clients. We approach problems with open-mindedness and a restless entrepreneurial spirit to deliver more for clients.
Our culture is rooted in curiosity. We support the unique qualities of each team member and the entrepreneurial spirit shared by all of us. We come from different backgrounds and offer different perspectives. We believe these differences make us better suited for a fast-changing world.
As a growing global firm with offices in ten countries on four continents, we are looking for talented individuals to expand our team. If you share our passion for ideas and commitment to excellence, we want you to join us.
Job Description
Job Description
A new position at AlTi Tiedemann Global, the London-based Cross-Border Wealth Planning and Business Development Leader will report to the Head of UK Wealth Management and be responsible for:
- Working with colleagues to deliver subject matter on cross-border tax, fiduciary, regulatory and planning issues expertise to clients and prospects.
- Directly marketing the firm’s services in collaboration with senior colleagues to his or her own established and developed networks, and those of the firm, especially lawyers, accountants, tax advisors and fiduciaries in the UK and internationally.
- Sourcing prospective clients for the firm.
Qualifications
- 10+ years of experience working with high-net worth individuals in a client facing role, with a demonstrated ability to provide sophisticated cross-border wealth planning services and develop new referral and client relationships.
- Legal or tax advisory qualifications would be advantageous.
- In-depth knowledge of sophisticated planning, wealth structuring, and tax topics across various European jurisdictions (US experience beneficial, not essential), along with fiduciary and philanthropic strategies, and commitment to ongoing augmentation of expertise.
- Strong business development skills.
- Strong and broad existing network with centers of influence.
- A flexible, highly motivated, proactive self-starter who is a consummate professional and can operate in a team environment to provide customized services to both prospects and clients.
- Very effective and mature listening, written and verbal communication skills. Strong sense of urgency and responsiveness.
Location:
London, United Kingdom
Department:
Wealth Management
Employment type:
Permanent
Working pattern:
Full time
Remote working:
On site / office-based