What You'll Do
Manage the family legacy of UHN clients in Wealth Management and Private Banking. Increase the client base and assets under management while ensuring personalized service. Design succession plans and coordinate with clients and business partners to meet their financial goals.
What We're Looking For
Bachelor's degree in Administrative, Social, Finance, or Economic areas. Deep knowledge of trusts and taxation for individuals and corporations. Advanced English proficiency is required.
Key Skills & Technologies
Additional Information
Experience Level
Mid-Level
Job Language
Spanish
Employment Type
Full-time
Work Mode
On-site