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 would be advantageous

The successful candidate can expect excellent career opportunity as well as an excellent remuneration package.