Wealth Planning and Family Advisory Lead
5 days ago
About the Team
Our Wealth Planning and Family Advisory team is a dynamic and collaborative group of professionals who are passionate about delivering exceptional client experiences. We work closely with relationship managers, product teams, and external partners to develop and execute strategies that drive business growth and deepen client relationships.
The successful candidate will be joining a talented team of professionals who are committed to excellence and innovation. They will have the opportunity to contribute to the development of new products and services, participate in training and development programs, and collaborate with colleagues from diverse backgrounds and expertise.
Key Qualifications
- Minimum 10 years of experience in private banking, with a focus on fiduciary services, wealth planning, and family advisory.
- Proven track record of success in business development, client relationship management, and team leadership.
- Strong understanding of fiduciary services, wealth planning, and family advisory, including tax laws, investment products, and risk management.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients, colleagues, and external partners.
- Demonstrated ability to work collaboratively in a fast-paced environment, prioritizing multiple tasks and deadlines while maintaining attention to detail and quality.
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