Wealth Planner: Key Clients & Family Office Services

YOUR CHALLENGE

• Provide strategic wealth planning guidance to relationship managers and their clients, actively coordinating the wealth planning process by drawing on internal and external experts as needed
• Implement appropriate solutions, such as private insurance, private trusts, private foundations, or private companies, in collaboration with internal and external providers
• Serve as a subject matter specialist in client-facing interactions, following the JB Advisory Process, which includes fact-finding, analysis, discussion of principles, evaluation of concepts, proposal of solutions/services, implementation, and follow-up
• Support the Wealth Planning Key Clients & Family Office Services (POS) Team in providing services to ultra-high-net-worth (UHNW) projects and clients by applying the WPS offering, with a focus on the Family Roadmap, Family Purpose (including philanthropy advisory), and Family Governance, among other areas
• Stay up to date on industry, legal, regulatory, and tax changes, and keep clients and internal stakeholders informed accordingly
• Support RMs and other stakeholders by providing training, knowledge transfer, and assistance on wealth planning topics and services/products

YOUR PROFILE

• At least 10 years of professional experience in relevant financial services sectors or comparable private client practices (e.g., private bank, law firm, tax advisor, fiduciary company)
• A university degree in law (from a Latin American country) and a master’s degree in tax or a related field are required. Additional qualifications in family governance and experience serving private clients would be an advantage. Additional courses related to the area of expertise, such as STEP accreditation, are preferred.
• Client-centric approach. Passion for providing wealth planning advice to private HNW and UHNW individuals
• An engaging personality with the ability to work effectively with high-net-worth clients, ensuring that their needs and objectives are met
• A self-starter with a solution-oriented mindset
• Native Spanish speaker. Fluent in English. Proficiency in additional European languages, including German, is a distinct advantage.