Wealth Planning Advisor

Job description

We are looking for a Wealth Planning Adviser (full-time position) to join our team in Geneva. As a member of our Wealth Planning team, you will play a key role in developing tailored solutions for high-net-worth private clients in Switzerland and beyond.

Tasks

The tasks include:

• Advice and support for bank clients in civil and tax law matters under Swiss law (in particular tax law, matrimonial property law, inheritance law, and law regarding the protection of adults)
• Supporting senior wealth planners with legal and tax assessments and the preparation of client documentation
• Collaborate with other specialists within the bank to deliver comprehensive client solutions (e.g., collaboration with international colleagues from the wealth planning team)
• Coordination and cooperation with external experts (lawyers, notaries, and other specialists)
• Evaluation and implementation of appropriate legal, tax, and wealth planning solutions for clients residing in Switzerland or in cross-border situations involving Switzerland
• Contributing to internal wealth planning projects and presentations for the bank’s clients and relationship managers
• Preparation of training documents and presentations

Requirements

The requirements are:

• Master's degree in law or economics
• Ongoing tax expertise or other tax qualifications
• 3–5 years of professional experience in private client services (at a consulting firm, a prestigious law firm, or a Swiss notary’s office), ideally 2 years at a Big Four firm
• Solid knowledge of Swiss civil law and tax law
• Excellent communication skills and a service-oriented, customer-focused personality
• Entrepreneurial thinking and a strong sense of responsibility
• Professional and thoughtful demeanor
• Solid technical judgment and strong analytical skills