Wealth Strategist

We are seeking a skilled Wealth Strategist to join our team at Norman Alex. As a key member of our wealth management team, you will be responsible for providing expert advice to high-net-worth individuals on tax and legal matters related to wealth engineering and structuring.

The ideal candidate will have a strong background in law and finance, with a minimum of 3-7 years of experience in wealth management. You will be responsible for analyzing the tax situation of our clients and advising them on how to optimize their assets. Your expertise will also be essential in monitoring legal developments in all areas of wealth management, including wealth tax, estate law, inheritance law, and corporate law.

We are looking for a candidate who is autonomous, rigorous, and has excellent interpersonal skills. You will work closely with our founder to provide innovative solutions to our clients' complex wealth management needs. If you have a passion for wealth management and a strong skill set, we encourage you to apply for this exciting opportunity.

Key Responsibilities:

• Provide expert advice to high-net-worth individuals on tax and legal matters related to wealth engineering and structuring.
• Analyze the tax situation of clients and advise them on how to optimize their assets.
• Monitor legal developments in all areas of wealth management.
• Develop and implement innovative solutions to complex wealth management needs.