Family Office Solutions Expert
1 week ago
**Role Overview:**
The Family Office Solutions Expert will play a critical role in developing and enhancing our wealth planning and family office offering and solutions. This includes addressing client and industry demands and trends.
**Key Responsibilities:
- Provide expert advice on family office solutions, trust planning, philanthropic plans, and liquidity plans to clients.
- Build strong relationships with bankers and other specialists to develop and service client relationships.
- Develop pipeline opportunities and present internally to bankers on family office solutions and initiatives.
- Lead discussions with clients, bankers, and professional advisors to address client needs and provide advice and solutions.
**Requirements:**
- Preferably 10 years of relevant working experience.
- Strong understanding of family office, trust, philanthropy, and insurance solutions.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment with a diverse client base.
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