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
• Contribute to succession solutions for entrepreneurs, 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

• Swiss higher education, financial training
• Additional training as an IT specialist
• Interest in investments and their implementation
• Several years of professional experience
• Excellent rhetorical and communication skills in languages are a plus
• Broad IT user knowledge (MSC)
• Independent, conscientious, and efficient way of working
• Convincing presentation to customers

We offer

We offer a supportive environment where you can use your skills and experience to advance your career. Our inclusive culture brings out the best in our employees, no matter where they are in their career path. We also offer development opportunities and flexible working conditions where possible.