One of the most highly rated Global Private Banks is looking for a Senior International Wealth Planning professional to work with high net worth and ultra high net worth individuals to assist them in all their Wealth Management and financial planning needs. This Wealth Planner will be offering a full range of Trust and Private Banking Services and will be contributing towards identifying new business and managing existing client relationships. The Private Bank already has an exceptional reputation with Wealth Management and Wealth Planning resources on a global scale, so this Wealth Planner will be part of an excellent team.
Other responsibilities of the role include:
- Ability to perform business development, generate new business and provide wealth and trust planning solutions to high net worth individuals
- Strong knowledge of wealth management and displaying proven leadership skills daily
- Ability to collaboratively work together with both internal and external Wealth Management clients
- Ability to explain complex wealth planning and trust structures and create customized solutions that meet clients' needs
- Displaying strong quantitative skills, communication skills, and client facing skills
Requirements for the role include:
- Must be fluent in Spanish
- Minimum of 10+ years of experience in business development and Wealth Planning
- At least 5 years of experience within the trust services industry
- Experience working with International clients, mainly Latin America
- Preferable degree in Law or Business
About the company:
- Excellent reputation
- One of the largest institutions in Private Wealth Management
- Global coverage
- Family Office culture
