Tax Expert in Private Wealth Management

Vor 6 Tagen


Genf, Genf, Schweiz AP Executive - Global Executive Search Agency Vollzeit

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:

  1. Providing tax and/or legal guidance on various aspects of estate and succession planning.
  2. Drafting relevant legal documents such as wills and inheritance agreements.
  3. Setting up trust and foundation structures for clients.
  4. 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.



  • Genf, Genf, Schweiz DES Capital Vollzeit

    About the OpportunityWe are seeking an experienced Senior Private Wealth Manager to join our team in Geneva or Zurich. As a Senior Private Wealth Manager, 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...


  • Genf, Genf, Schweiz Segetia Wealth Management SA Vollzeit

    Job Summary:We are seeking a highly motivated Wealth Management Data Strategist 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 developing and implementing data management strategies to support business growth and improve operational efficiency.About the Role:Develop and implement...


  • Genf, Genf, Schweiz Goldman Sachs Group, Inc. Vollzeit

    About UsWealth Management includes Private Wealth Management, Goldman Sachs Ayco, and Private Banking, Lending & Deposits. Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals.Our advisor-led wealth management businesses provide financial planning, investment management, banking, and...


  • Genf, Genf, Schweiz Goldman Sachs Group, Inc. Vollzeit

    A Brief Overview of Our DivisionWealth Management includes Private Wealth Management, Goldman Sachs Ayco, and Private Banking, Lending & Deposits. Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients.About the JobThis seasonal position is part of our...


  • Genf, Genf, Schweiz DES Capital Vollzeit

    About the OpportunityWe are seeking an experienced Exclusive Financial Advisor to join our team in Geneva or Zurich. As an Exclusive Financial Advisor, you will have the opportunity to work with high net worth individuals and families, providing expert advice on their financial goals.About DES CapitalAt DES Capital, we specialize in Executive Search for UHNW...


  • Genf, Genf, Schweiz AP Executive - Global Executive Search Agency Vollzeit

    We 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...


  • Genf, Genf, Schweiz Segetia Wealth Management SA Vollzeit

    Job 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,...


  • Genf, Genf, Schweiz DES Capital Vollzeit

    About 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...


  • Genf, Genf, Schweiz Banque Pictet & Cie SA Vollzeit

    Unlock Your PotentialAre you a motivated and detail-oriented individual looking for a challenging role in finance? Pictet invites applications for a Funds and Private Assets Tax Specialist position, where you will contribute to the company's success in supporting operational teams involved in tax and regulatory matters related to fund and private asset...


  • Genf, Genf, Schweiz Schellenberg Wittmer Vollzeit

    We are looking for a Swiss-Qualified Lawyer to join our team in the field of: Private Wealth. Our Private Wealth Group covers the full range of contentious and non-contentious private wealth legal issues. We are highly skilled in advising individuals and families in their planning and structuring of private wealth and business assets, wealth...


  • Genf, Genf, Schweiz Jobs via eFinancialCareers Vollzeit

    Key ResponsibilitiesThe successful candidate will be responsible for leading the implementation and execution of regional COO activities, focusing on technology, operations, and products for private bank wealth management. Key responsibilities include:Leading Operational Teams: Proven track record of leading operational teams, implementing strategic change,...


  • Genf, Genf, Schweiz Goldman Sachs Group, Inc. Vollzeit

    About 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...


  • Genf, Genf, Schweiz Banque Lombard Odier & Cie SA Vollzeit

    Banque Lombard Odier & Cie SA is a leading global wealth management firm, dedicated to providing bespoke investment solutions to high-net-worth individuals and families. As an Elite Client Service Representative, you will play a critical role in delivering exceptional service to our discerning clients.Key Responsibilities:Assist Senior Private Bankers in...


  • Genf, Genf, Schweiz Pictet Group Vollzeit

    The 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...


  • Genf, Genf, Schweiz AP Executive - Global Executive Search Agency Vollzeit

    On 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...

  • Wealth Manager

    vor 7 Stunden


    Genf, Genf, Schweiz Private Client Consultancy Vollzeit

    Get 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...


  • Genf, Genf, Schweiz Lombard Odier Group Vollzeit

    We are looking for a Wealth Management Systems Expert to support our IT Operations team in Lombard Odier Group.Responsibilities and RequirementsProvide technical support for Wealth Management applications, ensuring efficient solutions and maximum availability.Collaborate with the team to identify, resolve, and troubleshoot all issues, focusing on quality...


  • Genf, Genf, Schweiz AP Executive - Global Executive Search Agency Vollzeit

    On 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...


  • Genf, Genf, Schweiz Start Emploi Vollzeit

    Job 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...


  • Genf, Genf, Schweiz Goldman Sachs Group, Inc. Vollzeit

    About 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...