Wealth Planner.
Our consultant is here to answer your questions
Victoria Kordina
NEED SOME HELP?
ZURICH
PERMANENT
COMPETITIVE
Our client is the Tier1 Swiss Private Bank with more than 30 offices worldwide, currently looking for Wealth Planner with focus on Russian or German Markets to join their team in Zurich.
Responsibilities:

  • Administer wealth planning advice and suitable solutions to HNW/UHNW individuals or corporate clients
  • Facilitate the acquisition of new clients/maintain and ameliorate existing client relationships
  • Business trips with Relationship Managers
  • Further enhance product reach and penetration
  • Advise on matters concerning tax, legal, cross-border matters, business succession and family governance
  • Centre of competence “Wealth Planning” (training of front staff, information on Wealth Planning matters, maintain network of external providers, holding external presentations, creating brochures)

Requirements:

  • Minimum 5 years of experience within private banking/wealth management or related field
  • Fluency in English/German or English/Russian is essential
  • STEP international diploma, or appropriate legal qualification
  • Understanding and relevant experience with solutions like trusts, foundations, partnerships, investment funds and life insurances for clients from around the globe
  • Sound understanding of multi-jurisdictional legal and tax issues, along with cross-border & regulatory requirements
  • Entrepreneurial, business developer, flexible thinking and a strong client focus
  • Strong communication, interpersonal and presentation skills

Please note that all applications to Switzerland-based vacancies and all communication with Swiss clients are handled by our Swiss Partners, Accurate GmbH, Bahnhofstrasse 11, 8302 Kloten. Albert Cliff is responsible for screening, initial interview, and selection only.
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