Essential Duties & Responsibilities
Demonstrates technical expertise and ability to provide guidance on wealth planning matters for US-connected clients, including:
- Estate, gift, and income tax planning for non-US grantors with US beneficiaries
- Investing in US situs assets through appropriate structures
- Pre-immigration planning for clients/prospects moving to the US
- Insurance planning
Possesses a strong ability to market and close CT’s new business opportunities. Focuses on enhancing CT’s overall Wealth Planning practice by sharing best practices and technical information; researching; aiding the development of marketing materials, and writing technical pieces for internal and external distribution.
Presenting to internal colleagues and external clients/prospects on relevant planning topics. Cultivates relationships with professional contacts, such as attorneys and CPAs, resulting in additional business opportunities.
A minimum of six years of trust and estate industry experience is required. Strong knowledge and proven technical proficiency in the investment, legal, and tax issues relative to trust and estate issues for US-connected planning.
Proven strong communication skills to interact effectively with current and potential clients and their advisors. Proven presentation skills. Self-starter with creative problem-solving skills. Competence in working through complex organizations to solve problems and deliver client satisfaction.
Job Family Group:
- Private Client Product Services
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