Head of Estate Planning

Tasks

You will lead a new estate planning team operating throughout Switzerland, provide targeted skills development, and support employees in their professional growth.

• You will be responsible for planning, implementation, and achieving goals in the estate planning business, and will drive innovation to foster growth and efficiency.
• You will design and lead professional training and continuing education programs for financial advisors and serve as a consultant in client advisory services.
• As the central point of contact for estate matters, you will build a network of internal and external partners, such as attorneys, tax advisors, and notaries.

Requirements

• At least 5 years of experience in estate planning and inheritance law
• A degree in law (from a university, ETH, teacher training college, or business school)
• German (business fluent)
• A law degree or completion of notary training, with specialized training in inheritance law, matrimonial property law, and the law of compulsory portions, as well as tax and corporate law
• Several years of professional experience in estate law/estate planning, ideally at a financial services firm or in a similar role
• Initial leadership experience in a specialized department, as well as a passion for employee development
• Conceptual skills in designing new services and processes, as well as a structured, solution-oriented, and networked way of thinking

We offer

• Management Benefits: One additional week of vacation per year for management staff
• Coaching: Personal coach for executives
• Childcare: Up to CHF 300 per month per child for external childcare
• Flexible work location / home office: Individual options for home office
• Occupational benefits: Very attractive pension fund with above-average employer contribution
• Financial services with preferential terms