JOB DESCRIPTION
Wealth Planner
Reporting Line Wealth Planning Director
Title Associate / Assistant Director
Place of work Guernsey
Deputy Peer Wealth Planner
RESPONSIBILITIES
– Working closely with the Client Services teams in order to provide guidance on complex trust
structures, portfolio restructures and the preparation of technical correspondence.
– Managing internal client and assets acceptance procedures, preparation of necessary
documents for the clients and structures on-boarding, interaction with compliance, legal and
wealth planning colleagues with respect thereto
– Participation in wealth planning reviews of the existing fiduciary structures
– Preparation of trust-related documents for setting-up new fiduciary structures and
implementing changes in the existing fiduciary structures in close collaboration with relevant
Wealth Planning team members group-wide
– Liaising with client advisors (including lawyers, accountants and other advisors) in relation to
client matters / structures, and reviewing / implementing written advice provided
– Monitoring developments in regulatory, legal and tax areas in assigned regions and
supervising the implementation of necessary changes in order to achieve clients’ long-term
goals
– Participation in advisory projects such as strategic succession and contingency planning,
stress-testing (health check) fiduciary structures and family governance projects.
REQUIREMENTS
– Qualified lawyer with a minimum of 3 - 5 years’ experience
– Ideal candidate should have a good intermediary network in the fiduciary and financial
services industry including law firms, accounting firms, multi / single family offices and private
banks
– Strong communication and interpersonal skills
– Excellent collaboration, project management and problem-solving skills
– Strong advisory skills
– Languages: Fluency in English, any other language a plus
– Personality: highly proactive, self-starter, entrepreneurial mindset, independent, versatile,
flexible and pragmatic approach, ‘can do’ attitude, team-player, solution focused individual