HNWI Wealth Manager
1 week ago
We are seeking an experienced HNWI Wealth Manager to join our team at Pro Talent in Faversham. The successful candidate will have a strong understanding of tax issues affecting high net worth individuals (HNWI), including non-dom and international clients, family office, offshore trusts, inheritance tax, and estate planning.
The role will involve delivering tax planning and advisory services, working closely with Tax Partners, Directors, and other team members to identify cross-selling opportunities and ensure comprehensive service delivery to clients.
The ideal candidate will have a strong ability to communicate effectively at all levels, excellent interpersonal skills, and the ability to explain complex technical points in simple terms.
Your responsibilities will include:
- Delivering tax planning and advisory services to HNWI and their families;
- Assisting Tax Partners and Directors with complex enquiries and developing business opportunities;
- Mentoring and training junior managers and trainees;
- Communicating effectively with clients and colleagues;
- Performing ad-hoc duties as required;
- Demonstrating relevant practical experience in Private Client tax planning;
- Developing strong relationship-building, networking, and business development skills.
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