Senior Wealth Planning Specialist
vor 2 Wochen
About BNP Paribas Wealth Management
">BNP Paribas Wealth Management is a leading financial institution with a strong presence in Switzerland, providing high-end wealth planning solutions to complex high net worth individuals, entrepreneurs, and wealthy families.
">We Are Hiring
">We are seeking an experienced Wealth Planning Specialist to join our team in Zurich. As a key member of our wealth management team, you will be responsible for providing sophisticated wealth planning solutions to our clients.
">Your Responsibilities
">- ">
- In close collaboration with our private bankers, resolve complex inquiries on legal, tax, and estate matters, handle customer requests, and ensure long-term client planning.">
- Carry out independent research and holistic analysis to address all of a client's key issues, including tax, estate planning, real estate, financial, and business asset structuring.">
- Stay up-to-date with Swiss legal and tax regulations, update client-facing teams, and organize training sessions on relevant technical matters.">
- Promote wealth planning solutions for the Swiss domestic market and support market development through events, articles, and potential new wealth planning topics.">
- Collaborate with various departments within the bank, including product and services, credit, compliance, and operations teams, to cover non-financial clients' needs.">
- Produce technical notes for clients and prospects, respecting strict formal rules, under the supervision of the wealth planning team.">
- Interact with external advisors and establish a network of external partners to guarantee independent and reliable implementation of identified solutions.">
Your Profile
">To be successful in this role, you should have a Master's degree in Law or Tax from a Swiss university, ideally qualified as a Swiss Certified Tax Expert. You should also possess at least 8 years of experience in a law firm or as a wealth planner dedicated to German-speaking Switzerland within the private banking sector.
">You should have good knowledge of Swiss and European tax regulations and a strong proficiency in regulations applicable to individuals and companies, including pensions (pillars 1E and 3) and lump-sum practices, succession planning, and international structuring.
">Apart from technical skills, you should be fluent in German and English, with French or Italian being a plus.
">Salary and Benefits
">The estimated salary for this position is around CHF 120,000 - CHF 180,000 per annum, depending on your experience and qualifications.
">We offer a range of benefits, including a comprehensive pension plan, life insurance, and access to training and development opportunities.
">Why Join Us?
">At BNP Paribas Wealth Management, we value diversity, equity, and inclusion and strive to create a work environment that is inclusive and respectful of all talents. We believe in promoting ethical and professional responsibility among our employees.
">Join us and become part of a dynamic team that is committed to delivering exceptional wealth planning solutions to our clients.
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