Senior Wealth Planner
Brown Brothers Harriman(6 months ago)
About this role
A Sr. Wealth Planner at Brown Brothers Harriman will collaborate with a Senior Wealth Planner and the Relationship Management and Banking teams to provide integrated trust, estate, philanthropic, and tax guidance to Private Banking clients. The role involves engaging with the trusts, estates, and tax community to enhance professional relationships and deliver tailored client solutions.
Required Skills
- Trust Planning
- Estate Planning
- Relationship Management
- Tax Guidance
- Networking
Qualifications
- JD required
- LLM or CPA a plus
- Minimum 7 years of experience
- Understanding of estate planning techniques
- Experience with client presentations
About Brown Brothers Harriman
bbh.comAt Brown Brothers Harriman, we serve the most sophisticated individuals and institutions with expertise through our focused business lines: Investor Services, which offers custody, accounting, administration, capital market services, and operating model solutions; and Capital Partners, which offers wealth management, corporate advisory and banking, investment management, and private equity.
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