Wealth Planner – Turkey recruitment
To be considered for this role, you must demonstrate:- A Degree in Law / Tax – 3-6 years in Wealth Planning – Solid knowledge of structuring for private clients (tax, inheritance, etc.) – Experience with HNWIIn addition, you should be fluent in Turkish, whilst another European language would be of great advantage. The right candidate will be technical, customer-friendly and very motivated, with an international outlook and experience.Our client offers the right individual long term career growth, competitive remuneration and is willing to relocate the right candidate! Please send CV to: irina.oprea@swisslinx.com Read more […]
Wealth Planner / Indian market – Zurich recruitment
Our client, a prestigious private bank, is now seeking a wealth planner to join its team based in Zurich.The successful applicant will provide support to the private bank’s relationship managers to anchor private client relationships to the firm by the provision of a first-class solution-driven service in relation to the protection, accumulation and distribution of the wealth. The wealth planner will be expected to analyse clients’ circumstances, assets, objectives and preferences in order to develop a tailored and effective service. He/she will structure off/onshore/cross-border common and civil Read more […]
Wealth Planner, Miami recruitment
Our client, an international private bank, are seeking a Wealth Planner to join their team in Miami to generate new business revenues by the introduction to the bank’s operations of new fiduciary and fund administration business, sourced from internal and external markets.The successful candidate will be expected to develop client relationships with prospective clients, other professional advisers and intermediaries through calls, meetings and visits. To be considered for this role you must be a fluent Spanish speaker and have in depth knowledge, understanding and experience of the uses of offshore Read more […]
Wealth Planner – VP recruitment
You will be reporting to the Managing Director and undertake all marketing and promotional activities for the wealth planning solution services. You will follow through with prospecting till completing. You will also be guiding the relationship managers of its benefits and services. You are degree qualified in law/ accounting with a minimum of 5 years of trust and life insurance experience within financial institution. You have business acumen and are someone who is effectively bilingual in both English and Chinese. Ability to speak an additional Asian language will be held in high regards. Contact Read more […]