Senior Wealth Planners Dedicated to Middle East or UK (Zürich based) recruitment

As a Wealth Planner you will be responsible for developing and supporting the wealth planning business for high-net-worth individuals with a focus on either the UK or Middle Eastern markets.

For this high profile role, your main duties will include providing specialist support and advice to the private bankers on tax-, estate-, and offshore structures as well as lifecycle planning proposals for wealthy clients. You will be responsible for generating new ideas for new products, alerting private bankers on new business opportunities, notifying developments in tax, estate, insurance and other wealth planning issues. Furthermore, you will educate relationship managers in wealth planning matters as well as keep an up-to-date market overview about competition and industry changes.

Our client is looking for a candidate who is able to recognise and address the tax, estate, insurance, retirement and other wealth planning needs of wealthy clients in the relevant markets. To be considered for this role you have a professional qualification in finance or law (from a common law country), at least 5 years experience in the above mentioned fields and experience in wealth planning in international markets. Furthermore it is highly beneficial if you speak fluent German and have your residence in Switzerland.

The company will provide a great work environment including a social team environment and room for personal and career growth as well as attractive remuneration packages.

If you are an experienced, ambitious and solution-orientated professional and you are eager to develop your career in a dynamic environment with a global company, please send your CV to sarju@swisslinx.com.

To be considered for this role, applicants must be either Swiss citizens, EU-nationals or have the legal right to live and work in Switzerland.

The Swisslinx Group provides bespoke recruitment solutions for technology, financial and executive positions in Switzerland and the Middle East. With more than twenty years experience our business relationships are driven by integrity, trust and discretion.

For further information and additional opportunities please visit our website: www.swisslinx.com

Swisslinx AG
Sarju Morjaria
Löwenstrasse 29
8001 Zürich
+41582681000

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