Wealth Planner

A leading international group focusing in the protection and succession of family wealth is looking for their new Wealth Planner. Responsibilities : Serve as a trusted advisor to clients on complex wealth planning needs, including estate planning, asset protection, succession planning and philanthropy. Develop and maintain strong relationships with clients, Partners, and external professional networks, focusing on prospecting new clients through these channels. Regularly assess and refine client wealth structures in collaboration with the Partners, providing strategic advice aligned with personal, financial, and tax objectives. Design and recommend tailored wealth structures aligned with clients’ personal, financial, and tax objectives. Manage a portfolio of private Trust Clients and structures, ensuring high-quality service and quick resolution of any issues. Collaborate with legal and tax advisors to ensure proper structuring across jurisdictions, complying with regulatory and fiscal frameworks. Assist in the preparation of client meetings. REQUIREMENTS University degree in Law, Finance, Taxation or related field. STEP qualification Minimum 8-10 years of experience in wealth planning, fiduciary services, or private client advisory. Fluency in English and French, both oral and written, additional languages are a plus. Very good knowledge of Microsoft Office product suite. Ability to work independently and as part of a broader team. Attention to detail and a structured approach to problem solving.