Sr Wealth Planner - Middle East Sr Wealth Planner - Middle East …

Brodard Executive Search
in Geneva, Geneve, Switzerland
Permanent, Full time
Last application, 08 Jul 19
Competitive
Brodard Executive Search
in Geneva, Geneve, Switzerland
Permanent, Full time
Last application, 08 Jul 19
Competitive
On behalf of our client, a leading Swiss private bank based in Geneva, we are currently looking for a Sr Wealth Planner.

Your responsibilities :

  • Analyse the legal and tax situation of clients residing predominantly in the Middle East, as well as Eastern Europe and Turkey.
  • Understand their objectives, define their needs and advise them accordingly.
  • Ensure a proper implementation of the advice provided, and review same.
  • Assist colleagues of the Group on day-to-day matters related to wealth planning issues.
  • Regular travels required.

 

Your profile :

  • Law Degree or equivalent qualification; STEP qualification a plus.
  • Min. 10 years' experience advising Private Clients in tax, estate and succession planning within an International Private Bank, Consulting or Law Firm.
  • Experience and good understanding of issues faced by families with international connections.
  • A good understanding of sharia and in-depth knowledge of estate and succession planning instruments such as life-insurance and trusts.
  • Solid experience dealing with HNWI and issues related to Family Governance and Business Sucession.
  • Team player, strong client-orientation.

 

Only shord-listed candidates will be contacted. Thank your for your understanding.

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