Wealth Planner Private Banking Zurich
vor 1 Woche
Our client is an international bank in Zurich. We are looking for a data scientist in fund business (m, f, d) as a
Wealth Planner Private Banking Zurich / Geneva
Aufgaben
Responsible for the independent management of a UHNWI or HNWI client portfolio in Swiss tax and legal matters / In daily contact with clients, responsible for comprehensive support and advice as well as for the customized structuring of complex tax and wealth solutions for wealth planning mandates / Development of individual succession solutions and estate planning / Cooperation with customer advisory service as well as other specialists in the bank to achieve holistic client solutions / Responsibility for project and coordination responsibility for the topic of taxes in collaborate with external law office e.g. lawyers, notaries / Design appropriate solutions on tax and wealth planning issues for Swiss-based clients and collaboration in other internal wealth planning projects / Willingness to travel mínimally within Switzerland (Zurich / Geneva).
Qualifikation
Master's degree in law or economics / Postgraduate studies in tax law / Professional experience in fiduciary services, private banking, BigFour companies or in a law firm / Knowledge of Swiss and tax law as well as Swiss banking regulations / Analytical and team-oriented personality with strong communication skills / High sense of responsibility / Strong interpersonal and intercultural skills / German and English.
coni + partner ag
Ivano Coni
Managing Director
Klosbachstrasse 107
CH-8032 Zürich
**Tel.**: +41 44 254 90 10
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