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

  1. 1Resume screening· 1 week
  2. 2General tests (cultural fit + logical reasoning)· 1 week
  3. 3Interview with recruitment team· 1 hour
  4. 4Interview with leadership· 1 hour
  5. 5Interview with peers· 1 hour
  6. 6Offer· 1 week
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