Job Description

We are seeking a Wealth Planner with expertise in working with Ultra High-Net-Worth individuals and extensive experience in philanthropic planning. The ideal candidate will have an established portfolio of clients that they can transition to our firm, with a proven track record in offering bespoke financial solutions tailored to the needs of UHNW clients.

As a Wealth Planner, you will be responsible for:

Client Acquisition & Relationship Management: Cultivating strong relationships with UHNW individuals and families, providing them with tailored wealth management services that align with their financial and legacy goals.
Philanthropic Advisory: Working closely with clients on charitable giving strategies, including establishing foundations, endowments, and donor-advised funds.
Financial & Estate Planning: Providing customized wealth preservation, tax planning, and estate management solutions.
Investment Solutions: Collaborating with our investment team to offer curated investment opportunities that align with the financial objectives of your clients.
Client Porting: Bringing over an existing client portfolio and seamlessly integrating them into our firm's services and offerings.
Cross-functional Collaboration: Working with internal teams, including tax and legal experts, to deliver comprehensive wealth and philanthropic planning services.

Key Responsibilities

Manage and expand a portfolio of UHNW clients, focusing on long-term relationships.
Develop customized philanthropic strategies that reflect clients values and ambitions.
Create comprehensive financial plans that include investment strategies, risk management, and estate planning.
Facilitate the transfer of an existing book of business to the firm, ensuring a smooth transition for clients.
Maintain deep knowledge of financial markets, tax regulations, and relevant legal matters.
Keep abreast of philanthropic trends and advise clients on socially responsible investments and impactful giving.

Key Qualifications

Minimum 5+ years of experience in wealth management, financial planning, or private banking with UHNW clients.
Strong expertise in philanthropic advisory and charitable giving strategies.
A solid, transferable client base with UHNW clients.
Proven ability to develop and execute customized financial and philanthropic plans.
Excellent understanding of estate planning, tax optimization, and investment strategies.
Ability to maintain and grow strong relationships with UHNW individuals and their families.
Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), or equivalent qualifications.
Exceptional interpersonal and communication skills with a high level of integrity.

What We Offer

Competitive remuneration package with performance-based incentives.
Access to an exclusive network of UHNW clients and philanthropic platforms.
Opportunities for professional growth within a dynamic, high-performing team.
Support from a dedicated team of experts in tax, legal, and philanthropic advisory.

Wealth Planner - UHNW