Wealth Planner

RESPONSIBILITIES

 

• Working closely with the Client Services teams in order to provide guidance on complex trust structures, portfolio restructures and the preparation of technical correspondence.
• Managing internal client and assets acceptance procedures, preparation of necessary documents for the clients and structures on-boarding, interaction with compliance, legal and wealth planning colleagues with respect thereto
• Participation in wealth planning reviews of the existing fiduciary structures
• Preparation of trust-related documents for setting-up new fiduciary structures and
  implementing changes in the existing fiduciary structures in close collaboration with relevant Wealth Planning team members group-wide
• Liaising with client advisors (including lawyers, accountants and other advisors) in relation to client matters / structures, and reviewing / implementing written advice provided
• 
  Monitoring developments in regulatory, legal and tax areas in assigned regions and
  supervising the implementation of necessary changes in order to achieve clients’ long-term goals
• Participation in advisory projects such as strategic succession and contingency planning,
  stress-testing (health check) fiduciary structures and family governance projects.

 

 

REQUIREMENTS

 

• Qualified lawyer with a minimum of 2 - 5 years’ experience and relevant private client experience
• Ideal candidate should have a good intermediary network in the fiduciary and financial services industry including law firms, accounting firms, multi / single family offices and private banks
• Strong communication and interpersonal skills
• Excellent collaboration, project management and problem-solving skills
• Strong advisory skills
• Languages: Fluency in English, any other language a plus
• Personality: highly proactive, self-starter, entrepreneurial mindset, independent, versatile, flexible and pragmatic approach, ‘can do’ attitude, team-player, solution focused individual

 

 

WHY JOIN US

 

• We are recognised as a premier advisor to successful, affluent families and individuals worldwide.
• We offer engaging opportunities to work with complex clients, on diverse projects, within a flat hierarchy, enabling swift decision-making capabilities.
• We pride ourselves on our highly diverse and inclusive team, composed of individuals hailing from all corners of the globe, bolstered by our strong international office presence. There will be opportunities for business travel.
• We are committed to investing in your growth. We provide generous financial and time resources for your ongoing or further education and development.
• We value individuals and appreciate their accomplishments. We recognise that each person has unique requirements and are committed to providing comprehensive support and care through competitive compensation packages, performance-based incentives, and a variety of staff benefits, such as hybrid-remote working.