Inheritance consultant:in

Job description

Inheritance consultant:in executor mandates 80% -100% | Financial consulting | Zurich | Experienced professionals

Your tasks

• Executor mandates and grants on behalf of the heirs after careful training
• Handling the associated correspondence and tax procedures
• Submission of the inheritance distribution 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 of challenging and demanding performances

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 Zürcher Kantonalbank's head office and flexible working arrangements