|  E
E

Stellensuche

Private Banking/ Relationship MGMT (5)
Temporär (1) | Feststelle (4)

Wealth Planner

Zurich / Eintritt per sofort
Our client is a leading bank with worldwide presence. For the Zurich based team we seek to hire an experienced personality for the position as a Wealth Planner.

Tätigkeiten:
  • Provide consulting for fiscal and corporate matters, change of domicile, succession planning in private (family) and business (company) contexts, insurance and retirement planning, guardianship of private portfolio on long terms
  • Collaborate pro-actively with CRM
  • Identify needs for WP products and services, propose specific solutions and take responsibility for implementation and operation
  • Establish centre of competence for all WP matters
  • Develop and manage a network with external specialists for the handling of operations to be carried out beyond the internal competences
  • Guarantee a continuous training of WP topics for all CRM; organize presentations for PB teams
  • Carry out analysis ‘ad hoc’ on new products and periodically on existing products of the bank’s value proposition in order to keep them updated regarding normative evolutions

Anforderungen:
  • University degree in law or University of Applied Sciences degree and a federal diploma in taxation or CIWM / AZEK
  • Swiss Tax Expert certification
  • Several years of experience in Financial Planning in the CEE market
  • Structured and methodical approach in handling the tasks
  • Strong communication skills; capacity to understand and serve individual client needs

Sprachen: Fluency in English and German/Swiss German, good knowledge in French, any other language a a plus.


Einsatzort: Zurich
Eintritt ab: sofort
Stellenart: Dauerstelle
Stellen-Nr.: 22
Ihre Kontaktperson:
Jeffrey Provencal
Consultant
T 043 305 00 38
provencal@kessler.vogler.ch E-Mail
Jeffrey Provencal
Ich möchte mich für diese Stelle bewerben
Datei auswählen
Datei auswählen
Datei auswählen
Datei auswählen
Die mit * bezeichneten Felder sind erforderlich.
NR. 22
Wealth Planner
Zurich / Eintritt per sofort
NR. 08
Junior Relationship Manager Financial Intermediaries
Zürich / Eintritt nach Vereinbarung
NR. 8000
Junior Relationship Manager Private Banking
Zürich / Eintritt nach Vereinbarung
NR. 8001
Global Custody Relationship Manager
Zürich / Eintritt per sofort
NR. 1335
Risk Modelling Documentation Specialist
(temporär) Zurich / Eintritt per sofort

Portfolio-/ Assetmanagement (1)
Feststelle (1)