Senior Wealth Planner
Core
Provide proactive, integrated trust, estate, philanthropic, and tax guidance to high-net-worth Private Banking clients while supporting the Relationship Management team.
Role type
Senior Wealth Planner (Trusts & Estates)
Builds
Integrated estate planning solutions, client presentations, and trust administration strategies for sophisticated clients.
Domain
Private Banking / Wealth Management / Estate Planning
Deliverable
client delivery
Required skills
Estate planning, trust administration, tax planning, philanthropic planning, high-net-worth client advisory, complex document analysis, business development, networking, technical modeling (Numbercruncher, Excel, PowerPoint, eMoney)
Preferred skills
LLM, CPA
Responsibilities
Review estate planning documents and analyze complex issues; serve as a trusted advisor on investment and asset allocation; act as a resource for Relationship Management teams on trust and estate matters; obtain referrals and gather assets from existing clients; win business from prospects through value-add advice; author articles and speak at external engagements; build networks in high-net-worth communities; plan and execute marketing events.
Seniority
Senior, hands-on IC