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 trusts, cross-border planning for international assets and family members, advice on relocations, philanthropic support, and estate planning, including the use 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 the marketing team’s understanding and use of wealth planning and to improve the internal reputation of wealth planning
• 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 the Tax, Legal, and Swiss Pension Solutions teams, to ensure a coordinated, collaborative approach
• A team player who is willing to pitch in to support the wealth planning team, from preparing marketing materials to drafting internal communications for business and regulatory updates
• Maintaining relationships with internal contacts, internal controls, and providing support as needed

Requirements

The following requirements apply to this position:

• Over 10 years of experience in law, taxation, and private client planning for Switzerland
• Direct experience in client relations and experience as a wealth planner, including taking over client relationships and managing transactions through to completion
• 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 considerations regarding philanthropic structuring
• Knowledge of financial markets and experience in corporate structuring are helpful but not required

Personal and social skills

The following personal and interpersonal skills are required for this position:

• Highly service-oriented and passionate about customer care
• A leadership- and results-oriented mindset
• A team player with a positive attitude and a collaborative spirit who demonstrates dedication and commitment
• Self-motivated, able to multitask, proactive, with a strong sense of responsibility, resilient
• Systematic, precise and careful way of working and the ability to work under pressure