Junior Wealth Planner Uhnwi

Vor 2 Tagen


Geneve, Schweiz coni+partner AG Vollzeit

coni + partner ist ein seit 1993 bestehendes Beratungshaus mit Sitz in Zürich und Niederlassungen in Düsseldorf und Shanghai. Unsere Stärke ist die passgenaue Besetzung von Positionen entsprechend der Unternehmenskultur, unter genauer Betrachtung fachlicher Kompetenzen, Referenzen und «soft skills» der Kandidaten.

Unser Kunde ist eine Privatbank mit HQ in Zürich. Wir suchen einen Steuerspezialisten (m, w, d) als

Junior Wealth Planner UHNWI / Trust

Aufgaben

Beratung und Unterstützung der Kunden einer Privatbank aus dem Kundenportfolio aufbauend auf ein paar Jahren Erfahrung im Steuerbereich einer Bank, bei Steuerbehörden, in einer Kanzlei oder in der Steuerabteilung einer BigFour-Company / Support der Senior Wealth Planner mit Bezug zu juristischen Abklärungen sowie Schweizer Steuer
- und Rechtsfragen sowie / Erstellung und Pflege von Kundendokumenten / Zusammenarbeit innerhalb des internationalen Wealth Planning Teams mit dem Ziel Erreichung ganzheitlicher Kundenbetreuung und -lösung / Zusammenarbeit mit externe Experten aus der Beratung, Kanzleien oder Notariaten / POC für Anfragen mit Bezug zu Themen des Wealth Plannings / Im Rahmen von internen Bankprojekten entwickeln innovativer Lösungen zu Steuer
- und Vermögensplanungsthemen.

Qualifikation

Masterabschluss in Rechts
- oder Wirtschaftswissenschaften / Nachdiplomstudium im Steuerrecht oder auf dem Weg dazu / Berufserfahrung im Wealth Management, auf einer Wirtschaftskanzlei oder in der Steuerberatung und Vermögensplanung von Privatkunden (BigFour, Trust) / Kenntnisse des schweizerischen Steuerrechts und der Bankenregulierung / Analytische und teamorientierte Persönlichkeit mit sicherem Urteilsvermögen / Hohes Verantwortungsbewusstsein / Ausgeprägte interpersonelle und interkulturelle Fähigkeiten / Eloquenz in der Kommunikation / Gepflegtes, professionelles Auftreten / Ausgeprägte interpersonelle und interkulturelle Fähigkeiten / Deutsch und Englisch.

Bitte schicken Sie uns Ihre Unterlagen für eine erste Kontaktnahme am besten per Mail an contact(at)coni-partner. com oder rufen Sie uns an unter +41 44 254 90 10. Herr Ivano Coni ist gerne für Sie da und nimmt sich Zeit für Ihre berufliche Zukunft.

coni + partner ag

Ivano Coni

Managing Director

Klosbachstrasse 107

CH-8032 Zürich

**Tel.**: +41 44 254 90 10



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