Senior Wealth Planner

Vor 3 Tagen

Schweiz Pictet Group Vollzeit

Your team

Pictet 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 for its Wealth Solutions unit in Geneva.

As a member of our Geneva-based Wealth Planning team, you will cover The UK. You will help bankers and their clients/prospects manage tax and legal issues concerning their private wealth and ensure client satisfaction with tailor-made solutions. This role requires you to draw on your own expertise as well as on that of external specialists. You will also follow a strategic business development approach.

Your role
  • Guide bankers and clients on personal taxation, relocation, residential real estate investment, succession planning and wealth structuring (private investment companies, trusts, foundations, private funds, life insurance contracts,) and other legal matters.
  • Draw on internal wealth planning expertise (for questions pertaining to other markets) and your external network and co-ordinate legal and tax issues.
  • Perform the job in a complex environment where you will be required to analyse, summarise and interpret several options to enable you to propose pragmatic solutions.
  • Monitor the main tax/wealth structuring/legal developments for the jurisdictions covered (e.g. tax & legal watch, cross-border rules, etc.), and keep both clients and bankers informed of opportunities and risks in these domains (through internal communications, client publications, presentations, workshops, etc.).
  • Share knowledge and experience with the other wealth planners by playing an active role at team meetings and actively contribute to overall team projects.
  • Develop and maintain a network of trusted third-party advisors, notaries, fiduciaries and trust companies and co-ordinate the use of advisors where required.
  • Keep abreast of any developments with tax, legal or regulatory rules that have an impact on WP team activities as well as with internal directives, attending mandatory training sessions and complying with such rules.
  • Ensure cooperation and alignment with the activities of Wealth Solutions and act as an ambassador for the unit.
Your profile
  • University degree in Law or Economics, or a qualification deemed equivalent.
  • At least 10 years' prior experience in private client work/wealth planning, e.g. in a law firm, big four firm or bank.
  • A fiscal qualification in one of the covered jurisdictions listed above would be a plus.
  • Fluency in English, both written and spoken, and a very good command of French and one or more of the relevant languages would be a plus (Greek, Hebrew, Turkish).
  • Must be resident in Switzerland.
  • General knowledge of banking and investment services.

As the chosen applicant you will have excellent communication skills and be a strong and open-minded team player. Furthermore, you will be trustworthy and reliable and able to work efficiently on your own without supervision. This position also calls for an entrepreneurial spirit and adaptability.

Ref : WP/CC/NU

Note We will not accept any CVs via agencies Diversity & Inclusion

Pictet is an equal opportunity employer and is committed to creating a diverse environment. We respect all individuals and seek their inclusion in the workplace.

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