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 law solutions.
The candidate will be able to demonstrate successful track record in a similar role. The candidate will have at least eight years experience, ideally experience with Indian or NRI clients. He/she will speak fluent English, ideally German, any other languages would be an asset.
Excellent remuneration package and career opportunities are on offer to the successful candidate.