Wealth Planner

The role

As a Wealth Planner, you will:

• Advising high net worth private clients and their families on all aspects of financial planning
• Answering the wide range of questions posed by entrepreneurs (business owners from the region), taking into account the interfaces with their companies
• Help develop succession planning solutions for business owners, address issues raised by executives (often with an international background), and work with succession, investment, credit, and financial planning specialists to develop high-quality solutions when obtaining tax rulings
• Work proactively and closely with team leaders and customer advisors to support them in developing their customer base and acquiring new customers (individuals and legal entities).
• Participate in continuing education, training, and customer events

What we wish for

We are looking for a candidate with:

• Swiss Higher Education, Finance-
• Additional training to become a tax consultant
• Interest in investments and their implementation
• Several years of successful professional experience
• Excellent communication and interpersonal skills are a plus
• Extensive computer skills (MS Office)
• Independent, conscientious, and efficient way of working
• Convincing presentation to customers

We offer

We offer:

• A supportive team
• Development opportunities
• Flexible working conditions, if possible
• An inclusive culture that brings out the best in our employees