3h ago
Wealth Planner
São Paulo, Brazil
✨ $60k-$90k / yearest.
full-timejuniorfinance
💼 About This Role
You'll develop wealth planning projects for high-net-worth clients, focusing on asset protection, tax efficiency, and succession planning. You'll coordinate external service providers and maintain investment vehicles to ensure family legacy continuity.
🎯 What You'll Do
- Develop wealth and succession planning projects for Private Bank clients
- Participate in client meetings on wealth planning topics
- Prepare presentations and content including legislative research
- Coordinate external service providers for client structures
📋 Requirements
- Bachelor's degree in Law and OAB registration
- Minimum 2 years experience in Wealth Planning at law firms, financial institutions, or family offices
- Focus on tax, corporate, and family/succession law
- Advanced or fluent English
✨ Nice to Have
- Post-graduate degree in the area
🎁 Benefits & Perks
- 🏥 Health and dental insurance
- 🏋️ Wellhub (Gympass)
- 📚 Zenklub (mental health support)
- 🍽️ Meal and food vouchers
- 🍼 Extended parental leave (6 months maternity, 20 days paternity)
📨 Hiring Process
Estimated timeline: 4-6 weeks
- 1Resume screening· 1 week
- 2General tests (cultural fit + logical reasoning)· 1 week
- 3Interview with recruitment team· 1 hour
- 4Interview with leadership· 1 hour
- 5Interview with peers· 1 hour
- 6Offer· 1 week
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