About the company
Selby Jennings are proud to be a leading specialist recruiter in financial sciences & services. Founded in 2004, we help solve the number one challenge: talent. Today, we provide permanent, contract and multi-hire recruitment solutions across specialist sectors including risk management, private wealth management, legal and compliance, investment management, quantitative analytics, financial technology, investment banking, insurance and actuarial, and sales and trading.
Job Summary
Job Description
đź“ŤThe candidate will serve as technical expert and resource on wealth planning matters, including but not limited to trust, insurance, tax advisory and family office advisory - both for prospects and clients. đź“ŤYou will work closely with the Relationship Managers to assist in the acquisition of new clients; retain, expand and deepen existing clients through a holistic and independent approach to the clients' wealth planning needs. đź“ŤThe candidate will be required to provide internal training to Relationship Managers and other stakeholders. đź“ŤThe candidate will follow up the implementation of any suggested planning solutions and liaise with external tax and legal advisors and service providers (trust company, fiduciary companies, insurance brokers, etc.).
Profile
đź“Ť7+ years' experience as wealth planner, trust manager/officer or private client legal advisor. đź“ŤLegal or tax background is preferred đź“ŤSTEP qualification is a plus đź“ŤAbility to view wealth planning holistically and incorporate various wealth management disciplines đź“ŤClient centric skills including excellent organizational, interpersonal, verbal and written communication skills
