Head of Family Advisory
6 days ago
About LGT – Private Banking und Asset Management
LGT – Private Banking und Asset Management is a leading provider of private banking and asset management services. Our mission is to help high net worth individuals and families achieve their financial goals through personalized and tailored solutions.
Job Summary
We are seeking an experienced professional to join our team as a Head of Family Advisory. In this role, you will be responsible for leading our family advisory team and providing strategic guidance to our clients on their wealth transfer, family governance, and legacy preservation needs.
Key Responsibilities
- Lead the Family Advisory Team
Develop and implement a comprehensive family advisory strategy to meet the needs of our clients.
Provide Strategic GuidanceWork closely with our clients to understand their wealth transfer, family governance, and legacy preservation needs and provide strategic guidance on how to achieve their goals.
Develop Deep Trusted RelationshipsEstablish and maintain deep trusted relationships with our clients to understand their needs and provide tailored solutions.
Collaborate with Cross-Functional TeamsWork closely with our investment advisers, marketing team, and other cross-functional teams to ensure seamless delivery of our services.
Stay Up-to-Date with Industry TrendsStay current with industry trends and best practices in family advisory and wealth planning to ensure our clients receive the most effective solutions.
Develop and Implement Business PlansDevelop and implement business plans for the family advisory team, including setting targets and key performance indicators.
About You
We are looking for an experienced professional with a strong background in family advisory and wealth planning. The ideal candidate will have:
10-15 years of experience in advising high net worth individuals and families on their wealth transfer, family governance, and legacy preservation needs.Degree in Finance, Commerce, or Business and/or a relevant professional certification.Strong presentation and public speaking skills to effectively communicate with clients and stakeholders.Oral and written proficiency in a second language to communicate with clients and stakeholders from diverse backgrounds.What We Offer
We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and experienced professional looking to join a dynamic team, please submit your application.
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