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Would you like to work for a Private Bank in Geneva? Our client has a specialist (rather than management) opportunity in Wealth & Tax Planning...
•Work Permit Available for Non-EU
•Senior Specialist Appointment
•CEE / Russian Private Client Experience Required
•Salary 180 CHF – depending on experience could be more or less
•Development programmes; bonuses, flexible pensions; fringe benefits and manage your own time
Our client is looking for a Wealth and Tax Planner to be based in Geneva to work with Relationship Managers to help with:
•Client Management – focus on Russia / CEE
•Adding value to clients via wealth planning
•Client contact / client objectives and wealth planning proposals
•Advice to private clients
•Evaluating risks
•Market analysis / competition / legislation changes
•Training wealth managers
•Developing a network
•Identifying and developing products and service innovations
The client requirements are as follows:-
•Tax Law / Lawyer degree with additional accounting qualifications preferred eg STEP, CA or CFP
•Substantial Wealth Planning experience with private clients
•Estate planning skills – succession, tax and matrimonial issues
•Russian or other CEE language (French and German would be a great advantage)
Other attributes:-
•Well connected
•Negotiating skills
•Credible and trustworthy
•Professional / ethical
