Fiduciary Specialist
Core
Provide customised fiduciary solutions including legacy planning, business structuring, and wealth transfer strategies across multiple jurisdictions to optimize tax efficiency and protect assets.
Role type
Fiduciary Specialist (Private Banking and Advisory)
Builds
Estate plans, business succession plans, and tailored wealth transfer strategies
Domain
Financial Planning / Wealth Management / Tax Law
Required skills
Estate planning, business structuring, tax optimization, regulatory compliance, client portfolio management, revenue target achievement, subject matter expertise, network building
Preferred skills
Tax planning expertise, data analysis, adaptability
Technologies
None stated
Responsibilities
Interpret and apply complex legal, tax, and regulatory frameworks; manage client portfolios and identify expansion opportunities; provide training to other business units; ensure compliance with legislative and audit requirements; build working relationships across teams; deliver exceptional customer service; assess own performance and seek feedback.
Seniority
Mid-Senior (5+ years experience required)