Tax Expert in Private Wealth Management
Vor 6 Tagen
We are looking for a skilled Swiss tax expert to join our team at AP Executive, specializing in private wealth management. The ideal candidate should hold the Swiss Federal 'expertise fiscal' diploma and have extensive experience in private client tax matters.
A strong background in Swiss tax regulations is crucial for this role. While a Swiss law barristers' certificate or Juriste diploma is beneficial, it is not required. STEP qualification is also highly regarded.
This position involves working from our client's offices in Geneva or Zurich, focusing on private client work. Responsibilities include:
- Providing tax and/or legal guidance on various aspects of estate and succession planning.
- Drafting relevant legal documents such as wills and inheritance agreements.
- Setting up trust and foundation structures for clients.
- Conducting thorough research on complex legal topics and preparing memos and opinions.
Proficiency in both written and spoken English is essential, with knowledge of French or German being advantageous.
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Senior Private Wealth Manager
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Wealth Management Data Strategist
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Private Wealth Management Program
vor 5 Stunden
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Private Wealth Management Internship
vor 4 Stunden
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Elite Wealth Solutions Expert
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Private Client Tax Consultant
Vor 6 Tagen
Genf, Genf, Schweiz AP Executive - Global Executive Search Agency VollzeitWe are seeking a seasoned Swiss tax expert to join our team at AP Executive, specializing in wealth and succession planning. The ideal candidate should have a deep understanding of Swiss Federal tax regulations and at least 5 years of experience in private client tax matters.A Swiss law barristers' certificate or Juriste diploma is highly desirable, although...
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Data Management Expert
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Genf, Genf, Schweiz Segetia Wealth Management SA VollzeitJob Description:We are seeking a Data Management Expert to join our team at Segetia Wealth Management SA. As a key member of our financial data group, you will play a crucial role in optimizing our data management processes and developing solutions tailored to our business needs.Your Responsibilities:Implement efficient processes for collecting, processing,...
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Executive Director of Private Banking
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Genf, Genf, Schweiz DES Capital VollzeitAbout the OpportunityWe are seeking an experienced Elite Wealth Solutions Expert to join our team in Geneva or Zurich. As an Elite Wealth Solutions Expert, you will have the opportunity to work with high net worth individuals and families, providing expert advice on their wealth management needs.About DES CapitalAt DES Capital, we specialize in Executive...
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Asset Management Tax Expert
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Associate, Private Wealth, Geneva
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Genf, Genf, Schweiz Goldman Sachs Group, Inc. VollzeitAbout the programOur Off-Cycle Program varies in length based on program/university for undergraduate students. You will be fully immersed in our day-to-day activities.As a participant, you will:Receive training designed to help you succeed.Have the opportunity to work on real responsibilities alongside fellow interns and our people.Each applicant has the...
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Wealth Management Assistant
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Private Wealth Tax Professional
vor 1 Tag
Genf, Genf, Schweiz Pictet Group VollzeitThe Pictet Group is committed to creating a diverse and inclusive workplace. We believe that every individual has unique perspectives and skills to offer. As a Funds and Private Assets Tax and Regulatory Business Compliance Manager, you will be part of a dynamic team that values diversity and promotes inclusivity.This role offers an exciting opportunity to...
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Swiss Tax Expert, Law Firm
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Genf, Genf, Schweiz AP Executive - Global Executive Search Agency VollzeitOn behalf of an international law firm in Switzerland, we are looking for an experienced Swiss tax expert to provide wealth and succession planning advice to UHNW private clients and entrepreneurs. To be suitable for this role, the most important requirement is that you are currently studying or have completed the Swiss Federal 'expertise fiscal' diploma and...
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Wealth Manager
vor 7 Stunden
Genf, Genf, Schweiz Private Client Consultancy VollzeitGet AI-powered advice on this job and more exclusive features.Recruiting Financial Advisors and Support Staff to Support the Expat CommunityCalling all aspiring Wealth Managers located in Switzerland.We're growing at PCC Wealth and we want to speak to YOUWant the freedom and earning potential a career in Wealth Management can give you, coupled with the...
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Wealth Management Systems Expert
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Swiss Tax Expert, Law Firm
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Genf, Genf, Schweiz AP Executive - Global Executive Search Agency VollzeitOn behalf of an international law firm in Switzerland, we are looking for an experienced Swiss tax expert to provide wealth and succession planning advice to UHNW private clients and entrepreneurs.To be suitable for this role, the most important requirement is that you are currently studying or have completed the Swiss Federal 'expertise fiscal' diploma and...
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Wealth Management Liaison
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Genf, Genf, Schweiz Start Emploi VollzeitJob SummaryWe are seeking a highly skilled Wealth Management Liaison to join our team at Start Emploi. As a key member of our wealth management team, you will be responsible for building and maintaining strong relationships with our clients.Key Responsibilities:Prepare customized documents for clients, including performance attribution analysis and cash flow...
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Genf, Genf, Schweiz Goldman Sachs Group, Inc. VollzeitAbout the programOur Summer Analyst Program is a nine to ten week summer internship for students pursuing a bachelor's or graduate degree. You will be fully immersed in our day-to-day activities.As a participant, you will:Attend orientation where you'll learn about our culture, as well as the benefits and responsibilities of being a member of the...