Wealth planning plays a vital role in safeguarding and transferring assets to future generations.
As a wealth planner, you will collaborate closely with sales teams, legal departments, administrative units, and marketing divisions to ensure the development and validation of innovative solutions.
Your primary responsibilities include providing technical and legal assistance to sales teams, conducting research on wealth, tax, and legal matters, and creating training programs for sales professionals and partners.
You will be accountable for managing relationships with external advisors and ensuring that all activities are aligned with company objectives.
To excel in this role, you must possess a strong commercial acumen, excellent communication skills, and a solution-oriented mindset.
You should have fluency in English and knowledge of wealth, estate, and tax laws.