Senior Wealth Planner recruitment
Senior Wealth Planner
Mission:
- Build a "personal wealth planning" approach with emphasis on a client fact find or client needs analysis which is holistic in nature (strategic asset allocation, personal risk management, succession estate planning, retirement lifestyle planning, family wealth planning).
- Advise UHNW/VHNWI clients and prospects on the best tax and estate planning strategy in order to achieve
- Work closely with RMs and UHNW/VHNWI clients and prospects to identify the client’s objectives
- Specialise on International based clients, both Europeans, CIS andMiddle East
- Be responsible for bringing strong personal expertise, external lawyers, accountants, and other external advisors/approved third-parties and coordinating these relationships for the benefit of the Cie
- Increase in assets on existing client relationships for the Bank and new mandate for the Cie
- Client retention for the Cie
- New cash from new clients for the Bank
- Revenues collected by Cie
He will also be evaluated on qualitative elements:
- Client, RM satisfaction
- Success in obtaining information regarding the client’s global wealth and family situation
- Number of client contacts / Number of meetings with prospects
- Role in developing a tax and estate planning offer
Profile:
Essential Technical Knowledge/Skills :
v International tax and legal expertise with ability to understand and advise on cross border issues
v Strong competences in managing complex international structures
v Ability to work with UHNWI and to understand their needs
v Proven ability to bring added-value in the relationship with a client
v Capacity to bring a professional network and potential new clients
v Ability to work in a demanding, fast paced environment and to handle multiple, competing priorities and projects at one time
Qualifications and Experience :
v 10 years of experience in International Bank, Family Office or Law Firm
v LLM, Chartered accountant or International Tax degree
v Fluent in English and French
v Entrepreneur mind set
Other Value-added Competencies :
v Languages: Russian and any other language