Wealth Planning Consultant, Private Wealth
Core
Lead planner for High Net Worth and Ultra High Net Worth clients, developing complex financial plans and wealth strategies to help clients achieve financial goals.
Role type
Senior Wealth Planning Consultant (Private Wealth)
Builds
Documented wealth strategies and high-value financial plans for HNW/UHNW clients
Domain
Private Banking / Wealth Management
Required skills
Financial planning, Tax planning, Estate and succession planning, Client relationship management, Strategic analysis, Sales to Investment Advisors
Preferred skills
CFP designation, MBA, LL.B/LL.L/LL.M, Life Insurance designation, Trust & Estate Practitioner
Technologies
Financial planning software
Responsibilities
Lead goals-based discovery process with clients, Develop detailed and complex financial plans, Implement strategies to increase service scope, Develop internal/external networks and referral sources, Provide coaching/training to Investment Advisors, Execute regular sales campaigns and awareness articles
Seniority
Senior, hands-on IC