Wealth and tax planner

12 October Kanton Zürich, Zurich Perm

On behalf of our client, a reputable bank in Zurich, we are seeking an experienced Wealth and Tax Planner. This person should have a driven personality and a keen interest in joining a well-established firm.

Your mission:
• Advising clients on Wealth Planning
• Working on topics related to tax planning and succession
• Guiding clients on legal matters related to their assets, across different jurisdictions

Your background:

• Experience in Wealth Planning, Tax Planning, Wealth Management, Trust Management
• Law degree from a reputable institution and sound knowledge of different international jurisdictions, including the UK
• Great communication skills , initiative and client-oriented attitude
• Fluency in English

You will be part of a knowledgeable team in an international environment, liaising with UHNW individuals.

For further information, do not hesitate to contact Rita Lopes, Principal Researcher: +41 (0)58 268 1030.