Wealth Planner
Wealth Planner
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Salary Not Disclosed
1 Vacancy
Job Description
Job Description
- Serve as a trusted advisor to clients on complex wealth planning needs including estate planning asset protection succession planning and philanthropy.
- Develop and maintain strong relationships with clients Partners and external professional networks focusing on prospecting new clients through these channels.
- Regularly assess and refine client wealth structures in collaboration with the Partners providing strategic advice aligned with personal financial and tax objectives.
- Design and recommend tailored wealth structures aligned with clients personal financial and tax objectives.
- Manage a portfolio of private Trust Clients and structures ensuring high-quality service and quick resolution of any issues.
- Collaborate with legal and tax advisors to ensure proper structuring across jurisdictions complying with regulatory and fiscal frameworks.
- Assist in the preparation of client meetings.
- University degree in Law Finance Taxation or related field.
- STEP qualification
- Minimum 8-10 years of experience in wealth planning fiduciary services or private client advisory.
- Fluency in English and French both oral and written additional languages are a plus.
- Very good knowledge of Microsoft Office product suite.
- Ability to work independently and as part of a broader team.
- Attention to detail and a structured approach to problem solving.
Employment Type
Full-Time
