Wealth Planning Advisor(m/w/x)

Description

Advising high-net-worth clients on Swiss matrimonial property, inheritance, and adult protection law. Master’s degree in Law or Economics and Swiss tax diploma required. Support for senior planners, 40-hour work week.

Requirements

• •Master’s degree in Law or Economics
• •Tax Expertise or other tax diploma
• •3–5 years professional experience in private client services
• •Solid knowledge of Swiss civil and tax law
• •Excellent communication and service-oriented personality
• •Entrepreneurial thinking and strong responsibility
• •Professional and well-considered demeanour
• •Sound technical judgement and analytical capabilities
• •Team-oriented mindset and openness
• •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