Deutsche Bank
VP, Wealth Management Specialist(m/w/x)
Full-timeOn-siteManagement
Zürich
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DEDeutsche Bank (Suisse) SA
Wealth Planner(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Advising high-net-worth clients on cross-border financial structures and asset management strategies at global Hausbank for private and corporate clients. Direct client-facing advisory experience in international capital markets required. Extensive wellness program: mental health, crisis, financial support.
Requirements
- Experience in international capital markets, legal, or tax matters
- Previous Wealth Planning, banking, legal, or accounting capacity
- Direct client-facing sales or advisory experience
- Experience in people management
- Understanding of international legal, regulatory, and tax environments
- Exposure to Corporate Finance transactions is helpful
- Knowledge of Swiss planning solutions
- Understanding of generational planning and fiduciary structures
- Experience with family office and philanthropic vehicles
Tasks
- Collaborate with Client Advisors to identify wealth planning opportunities
- Engage with prospects and clients to increase assets under management
- Provide expertise on business planning and transaction structuring
- Offer guidance on family offices and investment holding structures
- Advise on cross-border planning and insurance solutions
- Maintain regulatory libraries and internal policy procedures
- Utilize knowledge of investment, insurance, and credit products
- Partner with independent tax and legal advisors on client solutions
- Coordinate with external fiduciary partners to implement wealth strategies
Work Experience
- approx. 1 - 4 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- English – Business Fluent
Tools & Technologies
- Swiss planning solutions
- Collective investment schemes
- Insurance bonds
- Family companies/partnerships
- Fiduciary structures
- Family office infrastructures
- Philanthropic vehicles
Benefits
Mental Health Support
- Mental health support
- Crisis support
Healthcare & Fitness
- Preventive health measures
Ergonomic Workplace
- Healthy workplace
Other Benefits
- Financial goal support
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Deutsche Bank (Suisse) SA and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
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DEDeutsche Bank (Suisse) SA
Wealth Planner(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Advising high-net-worth clients on cross-border financial structures and asset management strategies at global Hausbank for private and corporate clients. Direct client-facing advisory experience in international capital markets required. Extensive wellness program: mental health, crisis, financial support.
Requirements
- Experience in international capital markets, legal, or tax matters
- Previous Wealth Planning, banking, legal, or accounting capacity
- Direct client-facing sales or advisory experience
- Experience in people management
- Understanding of international legal, regulatory, and tax environments
- Exposure to Corporate Finance transactions is helpful
- Knowledge of Swiss planning solutions
- Understanding of generational planning and fiduciary structures
- Experience with family office and philanthropic vehicles
Tasks
- Collaborate with Client Advisors to identify wealth planning opportunities
- Engage with prospects and clients to increase assets under management
- Provide expertise on business planning and transaction structuring
- Offer guidance on family offices and investment holding structures
- Advise on cross-border planning and insurance solutions
- Maintain regulatory libraries and internal policy procedures
- Utilize knowledge of investment, insurance, and credit products
- Partner with independent tax and legal advisors on client solutions
- Coordinate with external fiduciary partners to implement wealth strategies
Work Experience
- approx. 1 - 4 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- English – Business Fluent
Tools & Technologies
- Swiss planning solutions
- Collective investment schemes
- Insurance bonds
- Family companies/partnerships
- Fiduciary structures
- Family office infrastructures
- Philanthropic vehicles
Benefits
Mental Health Support
- Mental health support
- Crisis support
Healthcare & Fitness
- Preventive health measures
Ergonomic Workplace
- Healthy workplace
Other Benefits
- Financial goal support
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Deutsche Bank (Suisse) SA and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
About the Company
Deutsche Bank (Suisse) SA
Industry
FinancialServices
Description
The company has been a Global Hausbank for clients for over 150 years, offering services in Corporate, Private, Investment Banking, and Asset Management.
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