Wealth Planner in Zürich

veröffentlicht
Kontakt
Spencer Hamilton, Geneva Professionals Banking Finance & Accounting
Jobtyp
Festanstellung
jetzt bewerben

job details

veröffentlicht
Ort
Zürich
Sektor
Bank
Jobtyp
Festanstellung
Referenznummer
10215
Kontakt
Spencer Hamilton, Geneva Professionals Banking Finance & Accounting
Telefon
058 201 54 20
jetzt bewerben

Stellenbeschreibung

Wealth Planner - 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

Outstanding communication skills