• Competitive
  • London, England, United Kingdom
  • Permanent, Full time
  • Credit Suisse -
  • 18 Jul 18

Wealth Consultant # 114877

We Offer
  • Provision of wealth planning advice and guidance on tax related matters to clients and prospects of CS PB UK.
  • You will be working closely with the Head of Wealth Consulting and key stakeholders to implement the Wealth Consulting strategy for CS PB UK.
  • Required to attend client meetings and to be the centre of competence for UK tax related issues. You will work collaboratively with Relationship Managers; meeting with their clients and prospects to assess their wealth planning needs and providing them with appropriate guidance and/or recommendations.
  • Collaborating with the Wealth Consulting Product Manager to ensure that the offering is relevant to the needs of clients and the strategic aims of the business.
  • Meet the financial targets agreed with Head of Wealth Consulting.
  • Participate in the education and support of RMs to increase the awareness of tax & legislative issues and to equip RMs to identify Wealth Consulting opportunities.
  • To foster excellent working relationships with external professional intermediaries and to manage outbound referrals.
  • To provide administrative support to the Wealth Consulting team as required.
  • Proactively propose opportunities and remedial actions to Head of Wealth Consulting when and where required to achieve the Wealth Consulting objectives in CS PB UK.
  • To be an ambassador for CS PB UK by representing the business at key client events and seminars.
  • Ensure all business is conducted in compliance with all relevant laws, regulations and internal policies and procedures.

This role will require ongoing certification under the UK Senior Manager & Certification Regime.

Open to discussing flexible/agile working.

You Offer
  • One of or combination of Chartered Tax Adviser, Chartered Financial Planner, STEP qualified.
  • Proven relevant experience in wealth planning and structuring in the UK.
  • FCA regulated.
  • Experience of UK tax efficient investment structures.

London, England, United Kingdom London England GB