Wealth Planner, Key Clients & Family Office Services, Zurich, 100% (f/m/d)

Tasks

• Providing strategic wealth planning advice to our clients and colleagues, actively coordinating planning objectives, and utilizing internal and external resources as needed.
• Implementation of appropriate solutions, such as private insurance, private trusts, and private companies, in collaboration with internal and external providers.
• Work as a subject matter expert in customer-focused interactions in accordance with the JD Advisor Competency Model, which includes the following: data collection, analysis, discussion of principles, evaluation of conceptual solutions/services, implementation, and follow-up.
• Support the Wealth Planning Key Clients & Family Office Services (FOS) team in serving ultra-high-net-worth (UHNW) prospects and clients by applying the WPS offering, with a focus on family and royal office services (including family advisory) and family governance, among other areas.
• Stay up to date on changes in the industry, legal, regulatory, and tax landscapes, and keep future clients and stakeholders informed accordingly.
• Supporting clients and other stakeholders through training, knowledge transfer, and the ongoing development of topics and services/products in the area of wealth planning.

Requirements

• At least 10 years of professional experience in relevant financial services sectors (or in serving private clients, e.g., private banking, law firms, tax advisory firms, or trust companies).
• A university degree in law (from a Latin American country); a master’s degree in tax law or a related field is preferred (may be from a Latin American country).
• Client-focused approach. Passion for providing wealth planning advice to private UHNW and UHNW clients, with the ability to collaborate effectively with high-net-worth clients and ensure that their needs and goals are met.
• A dedicated professional with the ability to work effectively with high-net-worth clients and ensure that their needs and goals are met.