225 days ago on albertcliff.com

Wealth Planner

Albert Cliff

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 Please refer to JobSuchmaschine in your application

Wealth Planner

Private BankingWealth Planner

Wealth Planner

  • Location:Zurich, Switzerland
  • Salary:Private Bank
  • Organization:Competitive

Our client is the Tier1 Swiss Private Bank with more than 30 offices worldwide, currently looking for Wealth Planner with focus on Russian or German Markets to join their team in Zurich.

  The Role:
  • Administer wealth planning advice and suitable solutions to HNW/UHNW individuals or corporate clients
  • Facilitate the acquisition of new clients/maintain and ameliorate existing client relationships
  • Business trips with Relationship Managers
  • Further enhance product reach and penetration
  • Advise on matters concerning tax, legal, cross-border matters, business succession and family governance
  • Centre of competence “Wealth Planning” (training of front staff, information on Wealth Planning matters, maintain network of external providers, holding external presentations, creating brochures)
 Professional Background:
  • Minimum 5 years of experience within private banking/wealth management or related field
  • Fluency in English/German or English/Russian is essential
  • STEP international diploma, or appropriate legal qualification
  • Understanding and relevant experience with solutions like trusts, foundations, partnerships, investment funds and life insurances for clients from around the globe
  • Sound understanding of multi-jurisdictional legal and tax issues, along with cross-border & regulatory requirements
  • Entrepreneurial, business developer, flexible thinking and a strong client focus
  • Strong communication, interpersonal and presentation skills
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