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Senior Advisor Wealth & Tax Planning |
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 Indietro |
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| Località |
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Zurigo |
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| Settore |
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Wealth & Tax Planning |
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| Divisione |
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WTP Advisory Zurich |
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| Funzione |
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Senior Advisor Wealth & Tax Planning |
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| Compiti |
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- You support relationship managers and their international private clientele with regard to wealth management structures as well as succession and tax planning issues (e.g. through international structures such as insurance schemes, trusts, foundations, companies and other private-law solutions)
- You have direct client contact and client responsibility (including preparation of presentation documentation and offers as well as planning and decision-making documentation)
- You are responsible for a holistic wealth & tax planning advice and the coordination with internal and external experts/specialists
- You provide technical support for local relationship managers in Zurich and in other locations (including travel activities)
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| Richieste |
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- Law or tax-law degree (university or college) or similar technical qualifications (e.g. STEP diploma)
- Several years of professional experience in the relevant financial services sectors and/or comparable private client business (e.g. attorney-at-law office, tax advisor and/or fiduciary company)
- Fluency in English, German a/o French (additional foreign languages would be an advantage)
- Analytical, systematic and efficient approach to work
- Distinct communication skills as well as creative, reliable and team-oriented personality
- Entrepreneurial spirit and ability to work under pressure and on own initiative
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| Offerta |
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This is a company that makes a priority of offering its employees attractive conditions in the shape of systematic development programmes, market-led and performance-related remuneration, responsibility in managing their own working time, flexible pension arrangements and favourable fringe benefits – and this can be for your benefit too!
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Hansruedi Nohl
Banca Julius Baer & Co. SA
Casella postale
8010 Zurigo
Tel: +41 (0)58 888 4313
Fax: +41 (0)58 888 0313
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Karin H. Frei
Banca Julius Baer & Co. SA
Casella postale
8010 Zurigo
Tel: +41 (0)58 886 2651
Fax: +41 (0)58 886 0651
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