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Applications are invited for all candidates to fill the Wealth Planner Job Vacancy at Capital Alliance Group
Wealth Planner - Capital Alliance Group
THE ROLE
- You will be required to report directly to the Head of Family Office and will be responsible for advising clients on succession planning, trust and estate issues, including family governance related matters.
- Should possess a minimum of 05 years of relevant professional experience of advising high net worth and/or ultrahigh net worth families in a private bank, trust company or in a multi-family office environment.
- Successful candidates will be suitably qualified by the Society of Trust and Estate Practitioners (STEP) or equivalent.
- Ability to provide ongoing financial planning & advice on asset structuring and estate planning.
- Strong presentation skills particularly related to financial matters including the ability to present complex financial concepts in an easily understood manner.
- Ability to work independently, excellent inter-personal skills and the ability to build relationships and trust.
If you believe that you measure up to the expectations, please forward your CV by e-mail to hrdept@cal.lk within 07 days of this advertisement, or address it to:
Capital Alliance Group HR, Level 5, "Millennium House",
No. 46/58, Nawam Mawatha,
Colombo 02.
Closing Date : 31/01/2020
