Senior Wealth Planner
Senior Wealth Planner
•A challenging position in an international wealth planning environment with high management attention.
•Responsibility for the identification and spotting of market trends and business opportunities for the further development of wealth planning solutions.
•Leading role to evaluate and coordinate as well as assess the feasibility of tailor-made solutions for specific market areas, ensuring the implementation with the respective partners.
•Possibility to act as an interface between different stakeholders within the company,as well as external providers-stakeholders.
•Development and management of an international legal and tax knowledge database.
•An international and dynamic environment with very interesting development perspectives.
Qualifications
•University degree in law with strong background in tax planning and-or corporate planning matters.
•Minimum of three years practical experience in the wealth planning industry and technical skills in complex structuring involving international wealth planning solutions for the specific country.
•Strong analytical and problem solving skills.
•Strong focus on service and entrepreneurial approach.
•Any other language skills (in addition to English and Brazilian) would be a distinct advantage.
•Interest in working in a dynamic and international work environment.
Leave a Reply
You must be logged in to post a comment.