Senior Wealth Planner / Estate Planner ( Europe ) recruitment
Reporting into the Regional Head, and as part of an existing team with expertise on the Asian markets, you will be the specialist for European cross-border structures whilst also supporting the International desk (Middle East, Asia, and other).
You will be providing wealth planning solutions, such as tax, estate planning and structuring (holding vehicles, trust, foundations, personal investment companies, life insurance). Furthermore, you will regularly be conducting client meetings with Private Bankers to identify the clients and prospects’ needs.
To be considered for this role, you must demonstrate:
- A degree in law/tax (or equivalent)
- 10 years experience in Wealth Planning
- Proven and solid knowledge of European cross-border tax regulations
- Experience in conducting meetings with HNWI
- Fluency in English and French or German or Italian
Our client offers the right individual long term career growth, competitive remuneration and is willing to relocate the right candidate!
For a confidential conversation, please contact i.oprea@swisslinx.com