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Private Banking/ Relationship MGMT (4)
Feststelle (4)

Wealth Planner

Zurich / Eintritt per sofort
Our client is a leading bank with worldwide presence. For the Zurich based team we seek to hire an experienced personality for the position as a Wealth Planner.

  • Provide consulting for fiscal and corporate matters, change of domicile, succession planning in private (family) and business (company) contexts, insurance and retirement planning, guardianship of private portfolio on long terms
  • Collaborate pro-actively with CRM
  • Identify needs for WP products and services, propose specific solutions and take responsibility for implementation and operation
  • Establish centre of competence for all WP matters
  • Develop and manage a network with external specialists for the handling of operations to be carried out beyond the internal competences
  • Guarantee a continuous training of WP topics for all CRM; organize presentations for PB teams
  • Carry out analysis ‘ad hoc’ on new products and periodically on existing products of the bank’s value proposition in order to keep them updated regarding normative evolutions

  • University degree in law or University of Applied Sciences degree and a federal diploma in taxation or CIWM / AZEK
  • Swiss Tax Expert certification
  • Several years of experience in Financial Planning in the CEE market
  • Structured and methodical approach in handling the tasks
  • Strong communication skills; capacity to understand and serve individual client needs

Sprachen: Fluency in English and German/Swiss German, good knowledge in French, any other language a a plus.

Einsatzort: Zurich
Eintritt ab: sofort
Stellenart: Dauerstelle
Stellen-Nr.: 22
Ihre Kontaktperson:
Emanuel Kessler
T 043 305 00 33
kessler@kessler.vogler.ch E-Mail
Emanuel Kessler
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