Swiss Lawyer / Wealth Planner Zurich recruitment
Our esteemed client is currency seeking a wealth planner to join their existing team in Zurich.The successful candidate will be a qualified Swiss Lawyer with wealth planning experience. STEP qualified is a distinct advantage. Managing your portfolio of clients autonomously, you will provide bespoke advice to HNW clients in relation to international wealth planning solutions and significant tax benefits within Switzerland. The role will involve building and maintaining high-quality relationships with demanding clients, a proven track record in new business acquisition would be desirable. Fluency Read more […]
Wealth Planner-Zurich recruitment
Our client, a high-profile private bank is currently seeking to recruit an experienced wealth planner. Meeting with clients the wealth planner will advise existing clients in regards to their wealth protection and succession planning issues and will be expected to assist in the acquisition of new clients.The ideal candidate will have at least three years experience in a similar position, a law or tax degree obtained in Switzerland combined with an excellent understanding of international tax. STEP qualified is a distinct advantage.Fluency in German and English are essential, any other language Read more […]