Wealth Planning Advisor(m/w/x)

Description

Advising high-net-worth individuals on Swiss matrimonial property, inheritance, and adult protection law. Master’s degree in Law or Economics and 3–5 years private client experience required. Support for senior planners with legal and tax assessments.

Requirements

• •Master’s degree in Law or Economics
• •Tax Expertise ongoing or other tax diploma
• •3–5 years professional experience in private client services
• •Solid knowledge of Swiss civil and tax law
• •Excellent communication and client-focused personality
• •Entrepreneurial thinking and strong responsibility
• •Professional and well-considered demeanour
• •Sound technical judgement and analytical capabilities
• •Team-oriented individual with open mindset
• •Native French and Business English
• •Advanced proficiency in MS Office
• •Capacity to work and travel within Switzerland

Tasks

• •Advise clients on Swiss civil and tax law
• •Consult on matrimonial property and inheritance law
• •Provide guidance on adult protection law
• •Support senior planners with legal and tax assessments
• •Prepare comprehensive client documentation
• •Collaborate with internal specialists on client solutions
• •Coordinate with international wealth planning colleagues
• •Liaise with external lawyers, notaries, and specialists
• •Assess legal and tax solutions for Swiss residents
• •Implement wealth planning for cross-border situations
• •Contribute to internal wealth planning projects
• •Deliver presentations to clients and relationship managers
• •Draft training documents and educational materials

Tools & Technologies