Tax Advisor Wealth Planning Latam

The bank continues to enjoy exceptional growth, so this is an opportunity to join a thriving business. Based in Zurich, you will manage and advise Wealth Management clients in Latin America. You will inherit existing clients and also contribute to the growth of the business in the region. You will advise across Public and Private Asset classes, ensuring...

Our client is a private bank in Zurich. We are looking for a tax specialist (m, f, d) as a Tax Consultant UHNWI/HNWI Tasks Responsible for all tax related documents reflecting the personal, financial or professional situation of UHNWI/HNWI clients in a tailored manner / Responsible for accurate tax planning for individuals as well as holistic wealth...

Our client is the private bank of an international bank in Zurich. We are looking for a tax professional for private individuals (m, f, d) as a Tax Consulting Private Banking Zurich & Geneva Aufgaben Design appropriate solutions on tax and wealth planning issues for Swiss-based clients and collaboration in other internal wealth planning projects /...

Switzerland - Zürich - Business management, administration and support - Global Wealth Management **Job Reference #** - 275599BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you a people person? Do you know how to stay calm under pressure? Are you a strategic, solution-oriented thinker and problem solver? We are looking for someone...

To further strengthen our Private Wealth team in Zurich, we are looking for a lawyer with a focus on the following areas of law Inheritance and family law, foundation law and art law As part of our Private Wealth team, you will advise high net worth individuals and families on all aspects of estate planning, in particular on matrimonial and inheritance...

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. **YOUR CHALLENGE**: - Produktion Tax Reclaim für den Hauptsitz Schweiz und Booking Center. - Erstellen und Prüfen von...

Our Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and solutions to Ultra High Net Worth individuals and families around the world. Through our integrated and diverse platform we deliver highly customized market leading solutions to help clients with the many challenges and complexities they...

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. Responsible to close working collaboration with Relationship Managers to provide clients/prospects with holistic wealth...

Basic information Business line Tax & Legal City Zurich Experience level Experienced Working time percentage 80% - 100% Date published 03-Apr-2024 Req # 15361 Job description Wenn du dich schon immer mit komplexen Lohn- und Gehaltsfragen bei international renommierten Unternehmen auseinandersetzen wolltest, ist das deine Chance! Als Payroll Advisor bei...

Schweiz - Zürich - Kundenberatung / Relationship Management - Global Wealth Management **Automatischer Stellencode** - 277061BR **Stadt** - Zürich **Job-Typ** - Vollzeit, Teilzeit **Die Rolle** - Laufen Sie zur Hochform auf, wenn Sie Kundinnen und Kunden beraten und langfristige Beziehungen aufbauen können? - Ist Ihre Anlageberatung herausragend?...

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. **YOUR CHALLENGE**: - Execute complex tasks and acts as transfer knowledge agent - Support & advise specialist/team head...

Schweiz - Zürich - Kundenberatung / Relationship Management - Global Wealth Management **Automatischer Stellencode** - 288133BR **Stadt** - Zürich **Job-Typ** - Vollzeit, Teilzeit **Die Rolle** - Laufen Sie zur Hochform auf, wenn Sie mit Kundinnen und Kunden sprechen? Arbeiten Sie gerne in bereichsübergreifenden Teams an interessanten Fragestellungen?...

Festanstellung 100% Laufzeit: ASAP Branche: Banken Einsatzort: Grossraum Zürich **Anforderungen**: - Mehrjährige Erfahrung in der Betreuung vermögender Privatkundschaft im Bankensektor in der Region Zürich - Ausbildung in den Bereichen Finanzplanung, Wealth Planung, Financial Consulting respektive fundierte Expertise im Bereich Finanzprodukte,...

At Evooq, we are building an ecosystem of solutions that combine data, technology and investment expertise. Finance professionals use our solutions to rapidly identify investment opportunities, make informed decisions and manage the risk and the lifecycle of the investments. Moreover, Evooq is organized according to a flat structure, through highly...

Who we are looking for This role offers an opportunity for the successful candidate to be part of an Investor Servicing team.  The candidate should have operational knowledge of query management, client servicing, and process adherence.  A major focus will be on ensuring that business standards and client deadlines are met on a consistent basis by...

Who we are looking forThis role offers an opportunity for the successful candidate to be part of an Investor Servicing team.  The candidate should have operational knowledge of query management, client servicing, and process adherence.  A major focus will be on ensuring that business standards and client deadlines are met on a consistent basis by...

Schweiz - Zürich - Kundenberatung / Relationship Management - Global Wealth Management **Automatischer Stellencode** - 268195BR **Stadt** - Zürich **Job-Typ** - Vollzeit, Teilzeit **Die Rolle** - Sind Sie ein Experte/eine Expertin in den Bereichen Finanzplanung und Steuern? Liegt es Ihnen, in persönlichem Kundenkontakt anspruchsvolle Kundensituationen...

Responsibilities:Client Relationship Management:Cultivate and maintain strong relationships with high-net-worth individuals (HNWI) and ultra-high-net-worth individuals (UHNWI).Identify new business opportunities through referrals and networking.Understand clients' financial objectives, risk tolerance, and investment preferences.Investment Advisory:Provide...

**In this role you are responsible for setting the right go-to-market strategies with Tax & Legal Marketing. You are able to drive a process where the right topics are identified with relevant stakeholders and then translated into actions.** Head of Marketing Tax & Legal Your contribution to KPMG - Defining and constantly developing the go-to-market plans...

Are you ready to restart your career? What’s next starts here. At Credit Suisse our Real Returns program will truly welcome you back from your career break. During your time in the four-six month program, you’ll have the support of our international company and diverse colleagues with varied career path stories. Because no matter where you’re coming...