Please refer to JobSuchmaschine in your application
Challenge in the Wealth Planning
My client is a highly renowned, traditional and leading Private Bank which offers its clients
(HNWI/UHNWI) comprehensive and tailor made solutions in the wealth planning. Sustainability,
ingenuity as well as a client first mentality characterize the service culture and the reputation of
the bank. For the office in Geneva I’m looking for a
Senior Wealth Planner/Legal&Tax Expert
Wealth Planning (LATAM)
You advise UHNWI clients by offering comprehensive and structured wealth planning
solutions (Trusts, Foundations, etc) to comply with their individual needs. As senior
advisor/wealth planner, you are a solution provider who educates the clients in tailor made
wealth planning solutions.You collaborate with internal and external specialists to realise
transparent and sustainable solutions for your clients.
As a Legal&Tax expert, you implement and strengthen the bank’s wealth planning strategy
by engineering wealth planning solutions with internal and external experts and by dynamic
market cultivation (active marketing/networking to prospective clients and intermediaries).
You also acquire new business/new clients through the banks large internal and external
net-work (multiplier). You monitore the market and you ensure effective communication of
trends and facts to the Trust Management.
35 – 45 years old (approx.). Senior with potential.
Law degree and sustainable further education/advanced training (Trust/Tax, e.g.TEP) with
at least 7 years of experience in advising HNWI/UHNWI clients at a renowned Law firm or
at a highly reputated financial institution/family office are a must. You are a well-rounded
senior in your company. The technical aspect of this challenge and your corresponding
know-how are very important (Lawyer/Legal&Tax expert)
Culturally versatile person with high empathie and high assertiveness; goal-driven
Strong advisory and conceptual skills; capable of multitasking and networking
Risk-conscious, reliable and trustworthy teamplayer with winning mentality
Fluent in Englisch and Spanish (o/w); other languages are an advantage (F/D)
The bank offers the spirit of a highly professional and dynamic business environment as well as very
attractive working conditions. Would you like to be part of this inspiring culture and do you fully meet
the requirements, then send your full-CV with photo in English to email@example.com. For further
information, please call +41(0)79 215 56 00. Full discretion is self-evident. I’m looking forward to
receiving your application.