SENIOR WEALTH PLANNER – LATIN AMERICA recruitment
Out client is currently looking for an experienced Wealth Planner to join their growing teams. Working closely with the relationship managers, you will be working directly with HNW and UHNW clients and will be responsible for providing them with the best possible solutions to their needs in areas of financial, estate and succession planning.The successful candidate will have a minimum of 10 years experience within a wealth planning role. He / She will be a qualified lawyer ideally with a tax background. Fluency in French, English and in Spanish is a must. Read more […]
Senior Wealth Planner / Estate Planner ( Europe ) recruitment
Reporting into the Regional Head, and as part of an existing team with expertise on the Asian markets, you will be the specialist for European cross-border structures whilst also supporting the International desk (Middle East, Asia, and other).You will be providing wealth planning solutions, such as tax, estate planning and structuring (holding vehicles, trust, foundations, personal investment companies, life insurance). Furthermore, you will regularly be conducting client meetings with Private Bankers to identify the clients and prospects’ needs.To be considered for this role, you must demonstrate:A Read more […]