148 days ago on e-recruiting.lombardodier.com

Senior Wealth Planner

Lombard Odier Asset Management (Switzerland) SA

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 Please refer to JobSuchmaschine in your application

Senior Wealth Planner

Position: Wealth Planner  
Office : Geneva
Level of experience : Senior
Type of contract : Permanent contract

Bank Lombard Odier & Co Ltd is looking for a candidate to fulfil the following mission statement :

Senior Wealth Planner


  • Within our International Wealth Planning Team, analyse the legal and tax situation of clients
  • Understand their objectives, define their needs and advise them accordingly
  • Ensure a proper implementation of the advice provided, and review same
  • Assist colleagues of the Group on day-to-day matters related to wealth planning issues
  • Travel regularly abroad, in particular to the Middle East, in order to meet clients or assist colleagues in prospecting new clients


  • Law Degree or equivalent qualification, preferably from a Common Law background
  • Minimum 10 years’ experience advising Private Clients in tax, estate and succession planning within an International Private Bank, Consulting or Law firm
  • Past practical experience and good understanding of issues faced by Middle Eastern families with international connections
  • A good understanding of sharia issues and in-depth knowledge of estate and succession planning instruments such as life-insurance and trusts
  • General understanding of limited taxation on movable and immovable property
  • Solid and practical experience dealing with High net worth Individuals and issues related to Family Governance and Business Succession
  • English mother-tongue or total fluency, excellent French skills, Arabic a major advantage
  • Willing to work within and for a team
  • Strong client empathy and appetite to develop and maintain client contacts
  • STEP qualification a plus

Réf. : 341- zcra

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