Financial Planner, Zurich (m/f/d)

Tasks

• Extensive experience with complex private banking mandates, both in advising on and managing them
• Extensive knowledge of assets, procurement, accounts, and precious metals in emerging markets
• Thorough knowledge of local laws and regulations
• Ability to take cultural nuances into account and respect local customs

Requirements

• At least 3–4 years of relevant experience with complex private banking accounts
• A willingness to work with different cultures
• Thorough knowledge of local laws and regulations
• You come across as professional, credible, and competent
• You have a high degree of discipline and integrity
• You are proactive, solution-oriented, and flexible
• You are a strong communicator, empathetic, and compassionate
• You are highly motivated, hardworking, and a high achiever

We offer

• An international focus and connections to successful, affluent, and interested people in numerous exciting and exotic destinations, as well as opportunities to travel and work abroad
• Excellent career progression and professional development, training, mentoring, and coaching
• An attractive location in the greater Zurich area, offering the tremendous advantage of an incredibly large number of international clients and access to enormous wealth
• International and tangible career opportunities