Senior Wealth Strategist / Certified Financial Planner -JD / LLM
Core
Provides specialized wealth planning and comprehensive financial advice (tax, succession, estate, trust) to High Net Worth and Ultra High Net Worth clients.
Role type
Senior Wealth Strategist / Certified Financial Planner
Builds
Comprehensive wealth planning solutions and client strategies
Domain
Wealth Management / Financial Planning
Deliverable
client delivery
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
Technologies
N/A
Responsibilities
Provide customized advice and specialized planning services to HNW/UHNW client segments; Facilitate goals-based discovery processes with clients; Act as a subject matter expert in specialized planning areas; Leverage financial analysis to develop complex financial plans; Consult with clients and external advisors on complex issues; Develop content and lead educational programs in specialized planning; Maintain internal and external networks to drive business growth; Adhere to banking regulations and risk guidelines.
Seniority
Senior, hands-on IC with strategic scope