Deutsche Bank
VP, Wealth Management Specialist(m/w/x)
Full-timeOn-siteManagement
Zürich
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DE
Deutsche Bank (Suisse) SAWealth Planner(m/w/x)
Zürich
Full-timeOn-siteExperienced
Description
You will guide clients through their entire financial lifecycle by providing expert wealth planning advice, from structuring complex transactions to collaborating with external legal and tax advisors.
Let AI find the perfect jobs for you!
Upload your CV and Nejo AI will find matching job offers for you.
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
Education
Bachelor's degree
OR
Master's degree
Work Experience
approx. 1 - 4 years
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
Tools & Technologies
Swiss planning solutionsCollective investment schemesInsurance bondsFamily companies/partnershipsFiduciary structuresFamily office infrastructuresPhilanthropic vehicles
Languages
English – Business Fluent
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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DE
Deutsche Bank (Suisse) SAWealth Planner(m/w/x)
Zürich
Full-timeOn-siteExperienced
New Job?Nejo!
The AI Job Search Engine
Description
You will guide clients through their entire financial lifecycle by providing expert wealth planning advice, from structuring complex transactions to collaborating with external legal and tax advisors.
Let AI find the perfect jobs for you!
Upload your CV and Nejo AI will find matching job offers for you.
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
Education
Bachelor's degree
OR
Master's degree
Work Experience
approx. 1 - 4 years
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
Tools & Technologies
Swiss planning solutionsCollective investment schemesInsurance bondsFamily companies/partnershipsFiduciary structuresFamily office infrastructuresPhilanthropic vehicles
Languages
English – Business Fluent
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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