Wealth Planner (f/m/x)

Dnsdblookup

Wealth management products knowledge
International legal, regulatory, tax environments
Client-facing sales or advisory experience
Our success is derived through a holistic and objective approach to help clients identify structural and planning issues and opportunities, building the overall client relationship to help generate new business

Job Summary

  • Our success is derived through a holistic and objective approach to help clients identify structural and planning issues and opportunities, building the overall client relationship to help generate new business.
  • You will discuss planning with clients across their entire financial lifecycle from the early stages of wealth creation to the ultimate disposition of assets.
  • We support you in dealing with life crises, maintaining stability through illness, and maintaining good mental health.

Matching Summary

Our success is derived through a holistic and objective approach to help clients identify structural and planning issues and opportunities, building the overall client relationship to help generate new business.

Skills & Requirements

Must-have

  • Wealth Management products knowledge
  • International legal, regulatory, tax environments
  • Client-facing sales or advisory experience
  • Holistic and objective approach
  • Subject matter expertise

Nice-to-have

  • People management experience
  • Corporate Finance transactions exposure
  • Collaborative and inclusive work environment
  • Passion for client success

Key Requirements

  • Experience in capital markets, legal and/or tax
  • Direct client-facing sales or advisory experience
  • Knowledge of Swiss planning solutions
  • Fiduciary structures understanding

Work Rights

Not specified

Tailored Resume

Cover Letter