Join BMO as an Estate Planning Consultant specializing in cross border tax strategies for HNW/UHNW clients. Your expertise will drive effective solutions for complex financial matters.
This role focuses on international wealth planning, providing tailored advisory services for high-level executive clients. You'll assess multi-jurisdictional needs, create comprehensive financial plans, and ensure compliance with regulatory standards. By collaborating with other professionals, you will enhance client experiences and foster long-term relationships all while growing business outcomes.
Key Responsibilities:
• Customize wealth planning services for high-level clients
• Participate in client strategy discussions
• Apply consultative techniques in client interactions
• Develop complex financial analyses
• Create educational content on wealth planning trends
Requirements:
• 5+ years experience with HNW/UHNW clients
• University degree in related field
• Proven b...