LGT is the largest Private Banking and Asset Management group in the world to be owned by an entrepreneurial family. As the family office of the Princely House of Liechtenstein, we have years of experience in the management of sizeable sums of assets.
About the Opportunity
As part of a new service offering at LGT Crestone, the Senior Specialist, Family Advisory will be an integral member of the Family Advisory team and will have input into the formation and development of the team to support clients and Investment Advisers. The role will support the Head of Family Advisory in providing diverse and contemporary advice and support the needs of clients and families on topics that include intergenerational wealth transfer, family governance, next generation education, estate planning and legal structures, wills, insurance and philanthropy.
Key Responsibilities
Support the Head of Family Advisory in designing and creating a Family Advisory team structure and ecosystem to meet the needs of clients in this area, including LGT Crestone employees and trusted / recommended external professional service partners.
Advise and guide HNW and UHNW families or their family offices on their wealth transfer, family governance and legacy preservation and philanthropic needs, goals and aspirations. This includes acting, where appropriate, as project leader for clients with complex planning needs, identifying the right external adviser(s) to work with the families on specific issues or planning concerns, or working with advisers appointed by such families to address these concerns.
Work in partnership with LGT Crestone Investment Advisers to support coverage of their clients and prospects and systematically create pipeline generation for new clients who are looking for wealth advice.
Support the Head of Family Advisory with subject matter expertise and thought leadership in the Australian market, working closely with the LGT Crestone Executive Committee and investment advisers, to meet client needs and help achieve LGT Crestone growth ambitions. This includes but is not limited to:
speaking at, leading or coordinating family workshops (whether a dedicated family or a group of connected families) or education sessions for clients and prospects
contributing to thought leadership articles in local media publications demonstrating LGT Crestone’s depth of knowledge and capabilities in this area
contribute to writing and publishing LGT Crestone client-facing documents and brochures on Family Advisory or specific topics to raise awareness among clients and demonstrate LGT Crestone’s expertise and capabilities
designing and leading LGT client events with a focus on expert content in Family Advisory topics
speaking at public events and conferences targeted at either clients, prospective clients or professional service partners in the Family Advisory area
holding learning and education sessions for client facing LGT Crestone staff to explain the growing client need for advice and support in these areas, the importance of meeting client needs in this area, and how the Family Advisory team is able to support.
Work closely with the Head of Family Advisory and Marketing to raise the profile of LGT Crestone generally but particularly in the Family Advisory area.
Foster connectivity and exchange of best practice learnings with the Family Advisory and Wealth Planning teams across the LGT Group with particular focus on the APAC region.
About You
You have 10-15yrs+ relevant experience in advising UHNW families in family governance, wealth planning, ownership and corporate governance of family businesses and intergenerational wealth transfer or having provided strategic consulting to families and family businesses in these areas. Additionally, you have operational experience setting up a single-family office for a dedicated family.
You are degree qualified in Finance, Commerce or Business and have also completed further studies in family governance. A CA or CPA qualification is advantageous.
Essential to this role are strong relationship building skills and you have a proven ability to develop deep trusted relationships with families on a one-to-one basis to establish and implement family wealth ownership or corporate governance.
Finally, you are an experienced presenter, and public speaking is second nature.
Accompanying your strong oral communication skills are your written skills, and ideally a proficiency in a second language, preferably Asian.
La transparence est importante pour nous. C'est pourquoi vous trouverez tout ce qui nous importe sur notre site web - et tout ce que vous devez savoir sur nous avant de nous rencontrer en personne, d'ouvrir un compte ou de postuler à un emploi. Cela inclut, par exemple, l'histoire de la famille princière, qui est étroitement liée à la nôtre.
