Our success is derived through a holistic and objective approach to help clients identify structural and planning issues and opportunities, building the overall client relationship to help generate new business
Job Summary
Our success is derived through a holistic and objective approach to help clients identify structural and planning issues and opportunities, building the overall client relationship to help generate new business.
You will discuss planning with clients across their entire financial lifecycle from the early stages of wealth creation to the ultimate disposition of assets.
We support you in dealing with life crises, maintaining stability through illness, and maintaining good mental health.
Matching Summary
Our success is derived through a holistic and objective approach to help clients identify structural and planning issues and opportunities, building the overall client relationship to help generate new business.
Skills & Requirements
Must-have
Wealth Planning expertise
Client-facing sales or advisory
International legal and tax environments
Cross-border planning
Investment, insurance, credit solutions
Nice-to-have
Holistic and objective approach
People management experience
Corporate Finance transactions exposure
Philanthropic vehicles formation
Emotionally and mentally balanced
Key Requirements
Experience in capital markets, legal, tax
Direct client-facing sales or advisory
Detailed understanding of international legal, regulatory, tax