Wealth Planning Advisor

Job description

We are looking for a Wealth Planning Adviser (100% (f/m/d)) for our team in Geneva.

Tasks

The tasks include:

• Advising and supporting bank clients in civil and tax law matters under Swiss law (in particular tax law, matrimonial property law, inheritance law, and adult protection law)
• Support experienced wealth planners with legal and tax assessments and the preparation of client documentation
• Collaborating with other specialists within the bank to achieve comprehensive client solutions (e.g., collaborating with international colleagues from the Wealth Planning team)
• Coordination and cooperation with external experts (lawyers, notaries, and other specialists)
• Assessment and implementation of appropriate legal, tax, and wealth planning solutions for clients residing in Switzerland or in cross-border situations involving Switzerland
• Collaboration on internal wealth planning projects and presentations for clients and relationship managers at the bank
• Preparation of training materials and presentations

Requirements

The requirements are:

• Master's degree in law or economics
• Tax expertise (ongoing) or other tax qualifications
• 3-5 years of professional experience in private client services (in a consulting firm, a renowned law firm, or a Swiss notary's office), ideally 2 years in 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