Wealth Structuring Jobs
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financial planner
Summary: We are looking for a technically skilled and service-oriented Senior Financial Planning Strategist to join our High Net Worth Planning Services team. This role requires deep knowledge of financial planning concepts with a focus on Estate Planning, Business Planning & Tax Planning strategies. The person in this role should be adept at iden...
Senior financial planner
Summary: We are looking for a technically skilled and service-oriented Senior Financial Planning Strategist to join our High Net Worth Planning Services team. This role requires deep knowledge of financial planning concepts with a focus on Estate Planning, Business Planning & Tax Planning strategies. The person in this role should be adept at iden...
Senior financial planner
Senior Financial Planning Strategist / Estate Planning SpecialistLocationHybrid role requiring a minimum of 4 days per week in office. Candidates should be based near one of the following hubs: Atlanta, GA; La Vista, NE; Oakdale, MN; Scottsdale, AZ; Berwyn, PA; or St. Petersburg, FL. Remote candidates are not being considered at this time.Compensat...
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Senior Wealth Planner Private Bank
This new high-profile advisory role will partner closely with Relationship Managers to deliver sophisticated wealth planning solutions to UHNW and HNW clients across Asia.You will act as a technical specialist, supporting client acquisition, deepening existing relationships, and providing holistic advice across succession and wealth structuring mat...
Head of Trust, Singapore
The Head of Trust will lead the Trust Services division, overseeing the administration, development, and compliance of trust structures for ultra-high-net-worth individuals (UHNWIs). This role is critical in ensuring fiduciary excellence, regulatory compliance, and the strategic growth of the trust business in Singaporen.Key Responsibilities:Lead a...
Tax & Legal Specailist Wealth Management
We are partnering with a leading international private wealth platform to hire an Tax & Legal Associate into their team. This is an exciting opportunity for a technically strong individual who is looking to step into a more client-facing and commercially driven role, working on complex cross-border wealth planning solutions for ultra-high-net-worth...