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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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...
Head of Corporate Secretary
As a key member of our Singapore office, you will manage a portfolio of Singapore entities and provide full‑spectrum corporate secretarial and administration services. This client‑facing role is ideal for someone who thrives in a professional, international environment and is capable of acting as a Qualified Individual (QI) for ACRA purposes. Key R...
Senior Trust Relationship Manager
Key ResponsibilitiesManage a portfolio of high-net-worth (HNW) and ultra-high-net-worth (UHNW) client relationships, including families, entrepreneurs and private clientsOversee the administration of trust structures, ensuring compliance with regulatory and internal requirementsAct as the primary point of contact for clients, intermediaries, and a...