Wealth Planner

Key responsibilities

Do you like taking ownership for your own task portfolio? Do you enjoy analyzing complex situations to come up with wealth planning options? You will work in the wealth planning team contributing to its delivery of value-added, personalized event specific and comprehensive wealth structuring strategies and solutions through the Client Advisors to clients, addressing their present and future needs of planning of financial, tax, estate and insurance related matters.

The key focus is on advisory and acquisition support. Key Tasks and Responsibilities Include:

• Responsible for having wealth planning conversations with clients and prospects on topics such as succession and incapacity planning, mobility and residency planning and where relevant, introducing wealth planning tools (e.g. trusts and wills, referral of life insurance and other related solutions) to meet clients’ objectives
• Actively support CAs in client meetings, presentations and after-sales activities relating to trust structuring, asset ownership and asset transfer
• Follow legal, political, tax and economic developments in specific countries and provide relevant updates to clients
• Participate in marketing events, road shows etc.
• Act as feedback facilitator for CAs in relation to Product Development
• Ensure compliance with all bank's general and WP specific standards and policies
• Provide product and wealth planning technical and application training to Client Advisors