Job Description
Join a dynamic team as an international wealth planning expert. Deliver specialized tax and estate planning services, focusing on cross-border issues for high-net-worth clientele.
This role requires a consultative and team-oriented approach to serve HNW and UHNW executives. You'll play a key role in the discovery process and be responsible for developing detailed financial plans. Ensure effective collaboration with clients and their advisors, and stay updated on industry trends and regulations.
Key Responsibilities: • Provide consultative wealth planning services • Facilitate client meetings and discovery processes • Develop complex financial strategies • Create training materials related to international planning • Collaborate with advisors on intricate financial issues
Requirements: • Minimum 5 years in wealth planning services • Advanced degree preferred; relevant designations are a plus • Strong collaborative and influence skills • Expertise in financial ...
This role requires a consultative and team-oriented approach to serve HNW and UHNW executives. You'll play a key role in the discovery process and be responsible for developing detailed financial plans. Ensure effective collaboration with clients and their advisors, and stay updated on industry trends and regulations.
Key Responsibilities: • Provide consultative wealth planning services • Facilitate client meetings and discovery processes • Develop complex financial strategies • Create training materials related to international planning • Collaborate with advisors on intricate financial issues
Requirements: • Minimum 5 years in wealth planning services • Advanced degree preferred; relevant designations are a plus • Strong collaborative and influence skills • Expertise in financial ...