Please refer to JobSuchmaschine in your application
Wealth Planning Advisory, Zurich (Ref 38281)
Are you a qualified financial planner, with at least 5 years experience in the financial services sector? Are you RWA to take that experience to the next level within a dynamic Swiss private bank?
If so, an opportunity awaits you as a wealth planning advisor, supporting client advisers in the provision of financial planning services for mainly wealthy Swiss private clients. With direct client contact and mandate responsibility, you will additionally be called upon to:
• Advise clients in the areas of pension, retirement, estate and succession and related tax issues
• Develop comprehensive financial planning and pension analyses
• Write professional articles and whitepapers on financial planning topics
You must a fluent German and English speaker to be considered for this role.
Swiss residents only.
To apply, please send in your CV and supporting documentation to email@example.com, quoting reference 38281.
Please note that applications without a reference number will not be treated in a timely manner.