Private B2B | Especialista em Wealth Planning

Conduct wealth diagnostics for families. Identify opportunities for succession, tax, and corporate planning. Structure solutions aligned with family objectives. Collaborate with advisors and specialists for strategy implementation. Disseminate knowledge about Wealth Planning to partner offices.

Experience in wealth and succession planning. Legal and tax knowledge applied to assets. Consultative profile with excellent communication skills. Ability to translate complex topics into objective recommendations.

The position is CLT (Consolidação das Leis do Trabalho). The work model is flexible, with a preference for in-person interactions to enhance workplace relationships.