Wealth Planner - 100% (m/f/d)  

• Company Julius Baer Group - View more jobs
• SalaryCompetitive
• LocationDublin, Ireland
• Job TypePermanent

Your primary focus will be on delivering wealth planning expertise to private clients residing in Ireland. YOUR CHALLENGE Provide strategic wealth planning guidance to RMs and their clients, actively coordinating the wealth planning process by leveraging internal and external experts as needed.
Implement suitable solutions, such as private insurance, private trusts, private foundations or private companies in collaboration with internal and external providers.
Serve as a subject matter specialist in client-facing interactions, following the JB Advisory Process which includes fact-finding, analysis...

22 days ago from: eFinancialCareers.ie