Trust & Wealth Planner - Family Office
Our client is a multi-family office, looking to hire a wealth planner to provide trust and wealth planning services to their HNW clients.
Responsibilities
- Craft and execute personalized wealth planning strategies, encompassing estate planning, tax optimization, philanthropy, and intergenerational wealth transfer.
- Offer expert advice on trust structures, family office solutions, and fiduciary arrangements that meet client goals and regulatory standards.
- Collaborate with relationship managers to engage clients in comprehensive wealth planning discussions, ensuring a client-focused approach to asset structuring.
- Maintain compliance with relevant regulatory frameworks, trust laws, and fiduciary standards across various jurisdictions.
- Partner with internal and external legal, tax, and estate planning professionals to provide holistic solutions.
- Stay updated on developments in wealth planning, estate laws, tax regulations, and fiduciary best practices to deliver current advisory services.
- Educate internal teams on wealth planning and trust solutions to enhance their ability to offer informed client recommendations.
Requirements
- Bachelor's or Master's degree in Law, Finance, Business, or a related field.
- A TEP (Trust & Estate Practitioner) or CFP (Certified Financial Planner) designation is highly preferred.
- At least 10 years of experience in wealth planning, trust advisory, or private banking, with a strong grasp of trust and estate planning structures.
- Expertise in multi-jurisdictional tax and regulatory issues affecting HNW and UHNW clients.
- Proficient in English and Mandarin
FAQs
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