UK Wealth Planning Consultant – Zürich recruitment

Your Function

Our client, a Zurich-based bank will hire a UK Wealth Planning Consultant. You will work in partnership with UK resident clients and their advisors to review and assess their circumstances with a key focus on wealth advisory and structuring and, in particular, tax. In order to ensure best-in-class returns and service, you will also work closely with legal experts and product specialists to develop efficient, structured solutions.

Your Experience

Educated to at least a degree level, you have pursued relevant tax qualifications. You have a proven record as a tax specialist, either with a legal/tax or financial services background. You work well on your own or as part of a team and take a proactive approach to problem solving / avoidance. You have worked with a variety of products and wrappers, you understand their associated benefits and suitability, and you are able to discuss these with internal and external clients with various levels of sophistication.

Finally, you speak English and you are eligible for employment in Switzerland (Swiss/EU citizen or B/C permit holder). Applications that do not meet these final criteria will, unfortunately, not be considered.

Contact

If you are interested in pursuing this opportunity, please submit your German or English C.V. by email to Timothy Laing, CFA in confidence at laing@highlandbridge.ch