220 days ago on albertcliff.com

Senior Wealth Planner (Latin America Market)

Albert Cliff

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 Please refer to JobSuchmaschine in your application

Senior Wealth Planner (Latin America Market)

Private BankingSenior Wealth Planner (Latin America Market)

Senior Wealth Planner (Latin America Market)

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

Offering one of the most sophisticated private banking platforms in Switzerland, our client is seeking to add a Senior Wealth Planner for Latin America market into their Geneva office.

Responsibilities:
  • Provide strategic, all-round integrated tax and wealth planning solution to private clients and their relationship managers.
  • Support relationship managers in Switzerland and abroad
  • Draw on the expertise of internal and external experts and coordinate the entire wealth managing process.
  • Take responsibility for implementation of wealth planning strategies
  • Establish suitable wealth planning vehicles
  • Maintain direct contact with clients as well as contact relationship managers on a daily basis.
  • Preparation of proposals, planning and presentations
Skills required:
  • Degree in law or tax
  • Additional relevant technical qualifications (CFP, STEP or other)
  • At least 5 years of experience in comparable private client practices (private bank, tax advisor or legal practice) with a focus on LATAM
  • Fluent in English and Spanish
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