Wealth Planner (f/m/x)

Bdbk010

Experience in capital markets
Direct client-facing sales experience
Knowledge of wealth management products
We help clients navigate an increasingly complex world to secure their financial success

Job Summary

  • We help clients navigate an increasingly complex world to secure their financial success.
  • You will work with Client Advisors to evaluate Wealth Planning opportunities.
  • We support you in maintaining good mental health and achieving personal financial goals.

Matching Summary

We help clients navigate an increasingly complex world to secure their financial success.

Skills & Requirements

Must-have

  • Experience in capital markets
  • Direct client-facing sales experience
  • Knowledge of Wealth Management products

Nice-to-have

  • Understanding of generational planning concepts
  • Experience with family office infrastructures
  • Collaboration and inclusion

Key Requirements

  • Experience in Wealth Planning
  • Detailed understanding of international legal environments
  • Exposure to Corporate Finance transactions

Work Rights

Not specified

Tailored Resume

Cover Letter