Private Bank Wealth Planner

Private Bank Wealth Planner

Role Overview

We are seeking an experienced Wealth Planner to support relationship managers and clients in developing and implementing wealth planning solutions, with a focus on insurance, trusts and succession planning.

The role combines client-facing wealth planning advisory with product/platform management, business development and internal training.

Key Responsibilities

Wealth Planning & Advisory

• Support Relationship Managers and clients on wealth planning and succession planning solutions.
• Advise on appropriate insurance and trust structures and facilitate referrals to external providers and trustees.
• Liaise with trustees, insurance brokers, relationship managers and clients to execute wealth planning solutions.
• Stay abreast of relevant legal, regulatory, tax and economic developments across key jurisdictions.
• Support wealth planning sales targets and new business initiatives.
• Apply sound commercial judgement when assessing client needs and structuring solutions.

Platform & Process Management

• Manage due diligence and approval processes for external vendors and service providers.
• Manage insurance company limits, exposure tracking and related approval processes.
• Oversee trust referral records and insurance premium financing applications.
• Ensure adherence to relevant wealth management policies, guidelines and governance requirements.
• Work closely with Credit and Relationship Management teams on premium financing facilities.
• Support management reporting on revenue, pipeline and transactions.

Product Training & Business Support

• Keep Relationship Managers and relevant teams updated on wealth planning, insurance and trust solutions.
• Deliver wealth planning product training to Relationship Managers and other team members.
• Support the broader team in identifying opportunities to incorporate wealth planning solutions into client relationships.

• Key RequirementsMinimum 5 years of experience in Wealth Planning, Trust, Insurance or a closely related field.
• Strong understanding of wealth structuring, succession planning, insurance and trusts.
• Good knowledge of legal and regulatory considerations affecting clients across different jurisdictions.
• Strong presentation, communication and stakeholder management skills.
• Experience in sales, business development or client-facing advisory, with sound commercial judgement.
• Established network with external intermediaries, insurance brokers, trustees and/or professional advisors.
• CACS certification is required.

23C1935

R1105492