Wealth & Tax Advisory Specialist

Wealth & Tax Advisory Specialist

Our client is an established financial services organisation offering a broad range of financial and wealth management solutions. The company provides a collaborative and professional environment, with opportunities to work alongside experienced industry professionals and contribute to the development of its advisory business.

About the Role

We are seeking an experienced Wealth Advisory Specialist to provide technical expertise and support the delivery of comprehensive wealth planning solutions.

The successful candidate will work closely with internal stakeholders and external professionals to support complex client requirements, develop advisory solutions and enhance the capabilities of the business.

Key Responsibilities

1. Provide technical guidance and advisory support on wealth planning, asset protection, succession and legacy planning matters.

2. Assess client needs and financial circumstances to identify suitable wealth structuring strategies and solutions.

3. Support complex advisory cases, working closely with internal teams and external professional advisers where required.

4. Develop and conduct training sessions, case studies and knowledge-sharing initiatives to strengthen advisory capabilities.

5. Monitor industry developments and collaborate with stakeholders to enhance advisory processes, solutions and client engagement.

Requirements

1. Bachelor's degree or relevant professional qualification in Finance, Accounting, Law, Taxation or a related discipline.

2. 5-10 years of relevant experience in wealth management, financial advisory, trust services, estate planning or related fields.

3. Good understanding of wealth planning concepts, trust structures, succession planning and relevant regulatory considerations.

4. Experience working with clients and professional stakeholders, with the ability to provide practical advice on complex matters.

5. Strong analytical, communication, presentation and interpersonal skills, with the ability to work independently and collaborate across teams.

Interested to Explore

Please send your updated CV to [Confidential Information] for a confidential discussion.

Referrals are welcome!

EA Licence No.:.. 22S1193
EA Registration No.: R2096281