International Wealth Planner

Tasks

The role of a wealth planner includes the following responsibilities:

• Assistance in managing marketing efforts and identifying wealth planning opportunities, either in support of the head of the wealth planning team or with full individual responsibility
• Providing expertise in the areas of family business planning and management, establishing family offices, insurance planning, investment structures such as companies and funds, cross-border planning for international assets and family members, relocation advice, philanthropic support, and the administration of trusts and foundations
• Coordination with the client’s external consultants, including the evaluation and implementation of solutions
• Conducting training sessions for relationship managers to enhance their understanding and use of wealth planning as a marketing tool and to improve the internal reputation of the wealth planning team
• Assist the Head of the Wealth Planning Team in monitoring performance metrics and tracking activities
• Conducting and overseeing due diligence reviews of contractual partners and coordinating with the legal department when finalizing contracts
• Coordinate with internal colleagues, including Tax, Legal, and the Swiss Pension Solutions team, to ensure a coordinated and collaborative approach
• A team player who is willing to step up and support the wealth planning team, from preparing marketing materials to drafting internal communications regarding business and regulatory updates

Requirements

The following requirements apply to this position:

• Over 10 years of experience in law, taxation, and private client planning for Switzerland
• Experience in the field of wealth planning, specifically in structuring relationships and executing transactions
• A detailed understanding of the cross-border regulatory environment and its implications for wealth planning
• A solid understanding of insurance structures as a tool for investment and/or estate planning
• Knowledge of intergenerational planning concepts and fiduciary structures and their application across multiple jurisdictions
• Experience in establishing family offices and structuring philanthropic initiatives
• Knowledge of financial markets and experience in corporate structuring are helpful but not required

We offer

For this position, we offer:

• The opportunity to be part of an experienced team
• The opportunity to contribute your skills and experience in the field of wealth planning
• An attractive work environment in Switzerland