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Assists the Private Bankers, both technically and commercially, on wealth structuring / planning matters by leading the client or prospect meetings (active support for client acquisition and retention);
Define a tailor-made wealth structuring / planning strategy based on the needs expressed by each client or prospect and by taking into account the legal and fiscal aspects of each situation;
Develop a deep knowledge of the client’s entire financial position and family situation in order to deliver tailored wealth planning solutions in line with regulatory requirements and changes that may occur in
the personal or professional situation of clients;
Maintain a high level of technical expertise and target market awareness, maintaining an excellent collaboration with the commercial heads of our entities;
Maintain and develop business relations with professionals related to the activity of Wealth Planning (e.g. lawyers, notaries, fiduciaries ...);
Produce training / coaching material and lead sessions for Private Bankers on wealth structuring / planning matters or news that could provide opportunities for clients;
Commercial activities : participate in internal and external events, and intervene as appropriate as a speaker in areas related to our environment (client events, round table / conference ...);
Write and ensure the publication of internal notes and / or articles for the press in close collaboration with the management and coordination with the Marketing department;
Staying abreast on legal and tax regulations.
Job Description
SENIOR WEALTH PLANNER
Key responsibilities
