Senior Wealth Planner recruitment
Role Purpose:
The aim of Coutts Co is to become our clients “trusted advisor” which will not only strengthen our client relationships but also allow us increase our product penetration. Wealth planning is an integral part of this strategy as it allows the us target our clients’ hearts and minds thus gaining access to their full spectrum of wealth and engaging with the complexity of our most wealthy clients’ aspirations. The Wealth Planner will work with Private Bankers to build and maintain client relationships with HNW and UHNW clients.
Key Accountabilities:
Required Experience:
- Appropriate legal qualification and/or STEP International Diploma
- 5-10 years experience
- Fluent English (Russian or other ECE language an advantage)
- Proven track record of high performance in a similar role including success in marketing and sales
- Strong relationship orientation and accomplished client management skills
- Experience of working with external advisors such as lawyers, accountants and tax specialists
- Strong team orientation with ability to work across the firm and jurisdictions as appropriate
- Well developed negotiating and influencing skills
- Knowledge of multi-jurisdictional legal/tax/risk issues
- Good knowledge of banking, credit and investments
- Fully conversant with wealth structuring vehicles and procedures together with investment knowledge
- Excellent level of product knowledge and market awareness
- Excellent knowledge of business processes, systems, standards, policies and procedures
- Sound knowledge of legal, regulatory and industry requirements
- Awareness of cross-border and other regulatory requirements
February 1, 2011
• Tags: Private Banking, Senior Wealth Planner recruitment, Wealth Management careers in the Switzerland • Posted in: Financial