Wealth Planner (f/m/x)

Akamai

Not specified
Wealth planning expertise
Client-facing sales or advisory experience
Knowledge of international legal and tax environments
Akamai is seeking a Wealth Planner to join their Wealth Planning team in Europe, Middle East & Africa, focusing on delivering comprehensive Wealth Management solutions. The ideal candidate will possess expertise in international legal, tax, and capital markets, with direct client-facing experience in wealth planning or banking

Job Summary

  • Wealth Planning EMEA focuses on delivering holistic and objective Wealth Management solutions to clients across their entire financial lifecycle.
  • The role involves working closely with Client Advisors to source opportunities and provide subject matter expertise on complex wealth planning topics in a regulated environment.
  • The company promotes a supportive culture emphasizing mental and physical well-being, social connection, and financial security for its employees.

Matching Summary

Match Score: 85

Akamai is seeking a Wealth Planner to join their Wealth Planning team in Europe, Middle East & Africa, focusing on delivering comprehensive Wealth Management solutions. The ideal candidate will possess expertise in international legal, tax, and capital markets, with direct client-facing experience in wealth planning or banking.

Skills & Requirements

Must-have

  • Wealth Planning expertise
  • Client-facing sales or advisory experience
  • Knowledge of international legal and tax environments
  • Experience with fiduciary structures and family offices
  • Regulatory compliance in wealth management

Nice-to-have

  • Collaboration with tax and legal advisors
  • Exposure to Corporate Finance transactions
  • Understanding of Swiss planning solutions
  • Philanthropic vehicle formation experience
  • Emotionally and mentally balanced
  • Physically thriving workplace support
  • Socially connected and inclusive culture

Key Requirements

  • Experience in capital markets, legal or tax matters internationally
  • Direct client-facing sales or advisory experience
  • Detailed understanding of international legal, regulatory and tax environments
  • Knowledge of Swiss planning solutions and generational planning concepts
  • Experience with family office infrastructure and philanthropic vehicles

Work Rights

Not specified

Tailored Resume

Cover Letter