Right Search

Counselor

• You advise high-net-worth clients on the structured planning of their wealth and succession arrangements
• You identify tax, legal and organizational structuring options and support with foundations, gifts, and asset transfers
• You develop tailored solutions and highlight optimization opportunities for successful wealth succession
• You work closely with the responsible client advisors and support mandates as part of a team
• You independently manage approximately 50 estate-planning cases per year — from initial analysis through to implementation
• You contribute new ideas for processes, offerings and the strategic direction of the Estate Planning business area
• You help drive share-of-wallet growth and fee-based revenue

Estate Planner, Wealth Succession Advisor