Lawyer with a focus on wealth planning, LATAM

Provide strategic and holistic wealth planning guidance to RMs and their clients, actively coordinating the wealth planning process by leveraging internal and external experts as needed

Implement suitable solutions, such as private insurance, private trusts, private foundations or private companies in collaboration with internal and external providers

Serve as a subject matter specialist in client-facing interactions, including traveling to meet with the clients together with the RMs

Support RMs and other stakeholders by providing training, knowledge transfer and assistance on wealth planning topics and services/products

Wealth Planning, a unit of Global Products & Solutions (GPS), is a core offering of the JB Group and provides legal advice (trust, tax, family law and governance…) to support Relationship Managers (RMs) in acquiring, maintaining, and retaining private client relationships.

• Minimum of 10 years of professional experience in a legal and trust advise role, within a private bank, a legal practice or a family office

• Strong knowledge of LATAM (especially Mexico) legal and tax structure and used to advise private clients on those matters

• University degree in Law (a Latin American country qualification), master in tax or a related field is a must

• Additional qualifications on family governance or STEP accreditation, are an advantage

• Spanish native speaker and Fluent in English

• Client-centric approach, passion for advising private clients

• Engaging personality with the ability to instil trust with demanding clients and private bankers

• Capacity to travel to LATAM several times a year

• Strong work ethic and ability to collaborating with different stakeholders across locations

• Excellent presentation, written and verbal communication skills