1274 days ago on rolfherthr.ch


Rolf Hert HR Search&Consulting

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 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)

 Advisory activities:

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.

 Business Development activities:

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 info@rolfherthr.ch. For further

information, please call +41(0)79 215 56 00. Full discretion is self-evident. I’m looking forward to

receiving your application.