Wealth Planner

vor 14 Stunden

Genf, Genf, Schweiz Ur-Capital Vollzeit

Job Description
A leading international group focusing in the protection and succession of family wealth is looking for their new Wealth Planner.
 
Responsibilities : 
  • Serve as a trusted advisor to clients on complex wealth planning needs, including estate planning, asset protection, succession planning and philanthropy.
  • Develop and maintain strong relationships with clients, Partners, and external professional networks, focusing on prospecting new clients through these channels.
  • Regularly assess and refine client wealth structures in collaboration with the Partners, providing strategic advice aligned with personal, financial, and tax objectives.
  • Design and recommend tailored wealth structures aligned with clients' personal, financial, and tax objectives.
  • Manage a portfolio of private Trust Clients and structures, ensuring high-quality service and quick resolution of any issues.
  • Collaborate with legal and tax advisors to ensure proper structuring across jurisdictions, complying with regulatory and fiscal frameworks.
  • Assist in the preparation of client meetings.
 
 
REQUIREMENTS
 
  • University degree in Law, Finance, Taxation or related field.
  • STEP qualification
  • Minimum 8-10 years of experience in wealth planning, fiduciary services, or private client advisory.
  • Fluency in English and French, both oral and written, additional languages are a plus.
  • Very good knowledge of Microsoft Office product suite.
  • Ability to work independently and as part of a broader team.
  • Attention to detail and a structured approach to problem solving.
 
If you are detailed oriented, dedicated worker and passionate, please, send us your resume and details to -
 

  • Senior Wealth Planner

    vor 14 Stunden

    Genf, Genf, Schweiz Pictet Group Vollzeit

    Your teamPictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial services group offers a comprehensive service for wealthy individuals and families, including discretionary and advisory investment solutions and family office services.PWM is seeking to recruit a Senior...

  • Wealth planner

    vor 1 Woche

    Genf, Genf, Schweiz Norman Alex Vollzeit CHF 80'000 - CHF 200'000 pro Jahr

    Our client is a prestigious International Private Bank and is looking to recruit a Senior Wealth Planer for its LATAM desk.The candidate will be responsible for following for Latin American clients (mainly Brazilian, but also Argentineans and Mexicans). Working closely with the Private Bankers, he will be advising clients on tax, wealth and estate planning...

  • Senior Financial Planner

    vor 1 Woche

    Genf, Genf, Schweiz Vontobel Vollzeit CHF 120'000 - CHF 180'000 pro Jahr

    We are looking for a Senior Financial Planner to join our Wealth Planning department in the Private Clients unit – starting immediately or by agreement. In this role, you'll be responsible for serving clients in the Romandie region (Geneva and Lausanne). You'll work in close collaboration with a team of financial planners, pension solutions specialists,...

  • Wealth Manager

    vor 1 Woche

    Genf, Genf, Schweiz Independent Resourcing Consultancy Vollzeit CHF 120'000 - CHF 180'000 pro Jahr

    Financial Planner - SwitzerlandLocation: Geneva, SwitzerlandType: Full TimeA prestigious financial advisory firm with a global presence and nearly 15 years of establishment in Geneva, Switzerland, is seeking a Financial Planner. The firm is renowned for its exceptional advice proposition, which has significantly increased client demand. Catering to a vast...

  • Conseiller Patrimonial

    Vor 5 Tagen

    Genf, Genf, Schweiz Lombard Odier Group Vollzeit CHF 80'000 - CHF 120'000 pro Jahr

    A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices...

  • Wealth Manager

    vor 5 Stunden

    Genf, GE, Schweiz Independent Resourcing Consultancy Vollzeit

    **Wealth Manager - Switzerland**: - Job Reference: QV9WYVYR - Date Posted: 12 August 2024 - Recruiter: Independent Resourcing Consultancy - Location: Geneva - Salary: On Application - Bonus/Benefits: Attractive Package - Sector: Wealth Management - Job Type: Permanent - Contact: Maria Inglis A prestigious financial advisory firm with a global presence and...