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

• Swiss Higher Education, Finance,
• Additional training to become a tax professional
• Interest in investments and their implementation
• Several years of professional experience
• Excellent communication and presentation skills in German and English (native level); knowledge of other languages is a plus
• Extensive knowledge of IT applications
• An independent, unassuming, and efficient work style
• A convincing performance against

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 journey. We also offer development opportunities, flexible working conditions, and a culture that values collaboration and inclusion.