wealth planner - uk clients in Zürich

posted
contact
Spencer Hamilton, Geneva Professionals Banking, Finance & Accounting
job type
permanent
apply now

job details

posted
location
zürich, zurich
sector
Bank
job type
permanent
reference number
10813
contact
spencer hamilton, geneva professionals banking, finance & accounting
phone
058 201 54 20
apply now

job description

Wealth Planner - UK Clients

Are you an experienced Wealth Planner seeking to explore career opporunities in Zurich?

Our client - a financial services organisation with a significant international footprint - is seeking a Wealth Planner to join their expanding team in Zurich.

 

As a Wealth Planner you will be responsible for advising some of the world’s most successful families and individuals regarding personal and family business interests across a  number of international jurisdictions.

 

You will need to be comfortable dealing with both business assets and private wealth, succession planning and governance.

 

In order to be considered for this opportunity it is essential that you possess:

 

A recognised legal qualification

A minimum of 4 years experience within a legal or wealth management environment

Experience with UK Common Law

Excellent knowledge of Trust, Tax and succession planning procedures

Exposure to drafting legal documents

Fluency in the the English language. Knowledge of other european languages is considered beneficial but not essential.