Job offer
Inheritance consultant:in
Zürcher Kantonalbank is looking for an Inheritance Consultant for executor mandates to advise and support clients in the settlement of inheritances and related matters. The position offers a self-determined way of working, opportunities for further development and a committed team.
Job description
Inheritance consultant:in executor mandates 80% -100% | Financial consulting | Zurich | Experienced professionalsYour tasks
- Executor mandates and grants on behalf of the heirs after careful training
- Handling the associated correspondence and tax procedures
- Submission of the grant proposals to the heirs and subsequent implementation
- Exploiting existing business potential and promoting wealth in the generation change thanks to professional support for heirs
- Close cooperation with other specialists from other areas
Your profile
- Basic commercial training and several years of professional experience, preferably in a bank, notary's office or fiduciary's office
- Ideally completed higher specialist training
- Fair for legal issues and accounting
- Accurate and fast working style and stylistically confident German
- Winner and confident performance
Our offer
- A committed and motivated team that is looking forward to working with you!
- An employer that offers you opportunities to develop personally and professionally and supports you with many offers.
- Self-determined way of working with a lot of personal responsibility
- The opportunity to actively shape the further development of our consulting services in a dynamic environment.
- Modern workplaces at headquarters and flexible working arrangements
Job details
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