Wealth planner

vor 2 Wochen

Genf, Genf, Schweiz Norman Alex Vollzeit


Our client is a prestigious International Private Bank and is looking to recruit a Senior Wealth Planer for its LATAM desk.


The candidate will be responsible for following for Latin American clients (mainly Brazilian, but also Argentineans and Mexicans). Working closely with the Private Bankers, he will be advising clients on tax, wealth and estate planning and will maintain a regulatory watch on tax issues relating to Latin American countries, and maintain professional links with external experts (lawyers, notaries, etc.);

With a strong Degree in Law and Taxation (preferably in Brazil) or additional university training abroad (Argentina / Mexico / Spain / Portugal), the ideal candidate holds at least 10 years' experience in a fiduciary or law firm or as an in-house lawyer/Wealth Planning role with an international exposure.

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