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Career Vacancies
Position :
Senior Wealth Planner
Office :
Zürich
Start date :
14.11.2021
Working hours :

Field :
CC - Wealth Planning
 

Senior Wealth Planner

Mission

Work closely with clients and RMs to ensure that clients’ needs covered by WP services are properly addressed and that suitable tax and legal guidance based on clients’ specific circumstances is provide to generate added value and mitigate risks.

Challenges

Provide training, presentations and guidance on adequate WP strategies and compliant options to keep the clients one step ahead over fast changing and ever more sophisticated regulations and complex challenges to preserve their wealth and maximise their income.

Main responsabilities

  • Proactive engagement with bankers, recognising and anticipating clients’ needs, as well as identify, explore and capture business opportunities.
  • Provide/Train Private Bankers with up to date and relevant technical information in order to appreciate impacting tax and legal developments and take proper action. 
  • Identify, present and discuss appropriate and compliant wealth planning solutions and strategies to meet client needs.
  • Meeting clients and prospects (including during business trips with bankers).
  • Actively contribute to promote the Wealth Planning service across the Bank and contribute to enhance wealth preservation and maximise income generation.
  • Maintain a high level of technical expertise on dedicated markets and take an effective, risk-based and outcomes-focused approach to mitigate risks.
  • Build up/maintain a network of intermediaries such as trust and corporate service providers, tax and law firms, life insurance companies and brokers.
  • Comply with external and internal compliance and regulatory requirements, including the Bank’s policies, operating procedures and controls to meet the Bank’s and regulatory requirements and protect the business from legal, financial and reputational risk.
  • Integration within the local team of Wealth planners based in Zürich; collaboration across Asia and European offices; reporting to Wealth Planning Management at Head Office in Geneva.

Education

  • Education: Master Degree
  • Certification: Law (US/UK solid and proven background required)

Experience

  • Years of experience: +10 : senior
  • Experience required: - At least 10 to 12 years of relevant experience in tax consultancy - Graduated in Tax Law/Qualified tax lawyer (US/UK solid and proven background required) - Experience of delivering Wealth Planning services within a private bank - Strong and longstanding expertise in core Wealth Planning disciplines
  • Experience in private banking: Mandatory

Language

  • English: Fluent
  • German: Fluent

Personal skills

  • Swiss resident: Mandatory

- Work efficiently and proactively - Be positive, open and constructive - Foster teamwork and ethics - Proactive, resilient and driven individual - Assertive with strong communication and presentation skills - Adopt adequate form and way of communication and interaction with other team members - Share knowledge, expertise and best practices - Contribute to a positive and constructive team spirit and building partnership and trust - Fluency in English and German (the successful applicant will be asked to lead meetings, run presentations, as well as write and present reports in both languages)

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This online recruitment system (hereinafter, ‘e-Recruitment Portal’ or ‘Portal’) is used by the Geneva headquarters of Union Bancaire Privée, UBP SA (hereinafter, ‘UBP’) in accordance with Swiss law, in particular with regard to data protection, and with the principles below. The e-Recruitment Portal allows any person (hereinafter, ‘Applicant’), excluding recruitment consultants and headhunters, to submit either an application for a vacancy listed on the Portal or an unsolicited application.

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