Key Private Bank Estate Planning Advisor
Core
Develops comprehensive estate planning solutions for high-net-worth individuals and families, focusing on trust structures, tax optimization, and asset protection.
Role type
Senior Private Bank Estate Planning Advisor
Builds
Customized estate plans and wealth transfer strategies for high-net-worth clients
Domain
Private Banking / Wealth Management / Estate Law
Required skills
Trust structuring, estate taxation, asset protection, wealth transfer strategies, probate avoidance, succession planning, family governance, charitable giving strategies
Preferred skills
CFP certification, JD/Licensed Attorney, ChFC certification
Technologies
N/A
Responsibilities
Guide clients through complex estate planning decisions, develop sophisticated estate plans including trust structures, provide tax-efficient wealth transfer solutions, advise on estate liquidity and succession planning, conduct comprehensive reviews of wills and trusts, collaborate with attorneys and financial advisors, build long-term relationships with high-net-worth individuals, educate clients on advanced strategies through seminars, monitor industry trends and legislative changes.
Seniority
Senior, hands-on IC