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 wealth transfer strategies.
Role type
Senior IC estate planning advisor
Builds
Customized estate plans, trust structures, and wealth transfer solutions
Domain
Private banking / Wealth management / Estate law
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Trust structuring, estate taxation, charitable giving strategies, asset protection, succession planning, will and trust review, legal and financial risk mitigation, industry trend monitoring
Preferred skills
CFP certification, JD/Licensed Attorney, ChFC certification
Technologies
None stated
Responsibilities
Guide clients through complex estate planning decisions, develop sophisticated estate plans including trust structures and asset protection measures, provide tax-efficient wealth transfer solutions, advise on estate liquidity and probate avoidance, conduct comprehensive reviews of existing estate arrangements, collaborate with attorneys and financial advisors, build long-term relationships with high-net-worth individuals and family offices, serve as an SME on estate planning issues, educate clients through seminars and workshops, cultivate relationships with referral sources, monitor legislative changes
Seniority
Senior, hands-on IC