Wealth Planner -100% (m/f/d)

Job description

Tasks

• Provide strategic wealth planning advice to Relationship Managers (RMs) and their clients by actively coordinating the wealth planning process, utilizing internal and external experts.
• Implement suitable solutions, such as private insurance companies, private trusts, private foundations or private companies, in cooperation with internal and external providers.
• Act as a wealth planning subject matter expert in client-centered interactions by implementing and tracking JB Advisory Process solutions/services.
• Keeping up to date with changes in the industry, legal, regulatory and tax areas and informing customers and internal stakeholders accordingly.
• Support RMs and other stakeholders by providing training, knowledge transfer and support on wealth planning topics and services/products.

Requirements

• At least 5 years of professional experience in relevant financial services sectors or comparable private client practices (e.g. private bank, lawyers, tax consultants, trust company).
• University degree in law, tax law or a related field. Additional qualifications related to the field, such as STEP accreditation, are preferred.
• Passion for wealth planning for Irish private clients.
• Dedicated individual with the ability to work effectively with high net worth clients to meet their needs and objectives.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Ability to work independently and effectively within a national and global team.

We offer