Senior Wealth Strategist
Core
Provides specialized wealth planning and comprehensive financial solutions (tax, succession, estate, trust) for High Net Worth and Ultra High Net Worth clients.
Role type
Senior Wealth Strategist (Specialized Planning)
Builds
Comprehensive wealth planning advice and solutions for HNW/UHNW clients
Domain
Wealth Management / Financial Planning
Required skills
Wealth planning strategies, Financial analysis, Investment management principles, Tax planning, Estate and trust planning, Regulatory compliance, Client relationship management, Business growth strategies
Preferred skills
Post-graduate degree, Relevant professional designation, Experience with HNW/UHNW clients, Track record in growing profitable client services business
Technologies
Financial analysis tools, Planning software
Responsibilities
Partner with Relationship Managers to provide comprehensive wealth planning advice; Facilitate goals-based discovery processes with clients; Act as a subject matter expert in specialized planning areas; Develop and present educational programs on specialized planning; Maintain internal and external networks to drive business growth; Apply risk management frameworks to protect bank assets.
Seniority
Senior, hands-on IC