Wealth Planner (f/m/x)

Akamai

Zürich, Switzerland
Experience in capital markets
Direct client-facing sales experience
Knowledge of swiss planning solutions
The Wealth Planning team provides holistic solutions to clients across their financial lifecycle

Job Summary

  • The Wealth Planning team provides holistic solutions to clients across their financial lifecycle.
  • Collaboration with Client Advisors is essential to source and evaluate Wealth Planning opportunities.
  • The company promotes a culture of inclusion and support for employee well-being.

Matching Summary

The Wealth Planning team provides holistic solutions to clients across their financial lifecycle.

Skills & Requirements

Must-have

  • Experience in capital markets
  • Direct client-facing sales experience
  • Knowledge of Swiss planning solutions

Nice-to-have

  • Experience with family office infrastructures
  • Understanding of generational planning concepts
  • Ability to navigate regulatory environments

Key Requirements

  • Experience in Wealth Planning or banking
  • Detailed understanding of international tax environments
  • Exposure to Corporate Finance transactions

Work Rights

Not specified

Tailored Resume

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