Wealth Planner
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Job Location:
Geneva - Switzerland
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Job Description
A leading international group focusing in the protection and succession of family wealth is looking for their new Wealth Planner.
Responsibilities :
- Serve as a trusted advisor to clients on complex wealth planning needs including estate planning asset protection succession planning and philanthropy.
- Develop and maintain strong relationships with clients Partners and external professional networks focusing on prospecting new clients through these channels.
- Regularly assess and refine client wealth structures in collaboration with the Partners providing strategic advice aligned with personal financial and tax objectives.
- Design and recommend tailored wealth structures aligned with clients personal financial and tax objectives.
- Manage a portfolio of private Trust Clients and structures ensuring high-quality service and quick resolution of any issues.
- Collaborate with legal and tax advisors to ensure proper structuring across jurisdictions complying with regulatory and fiscal frameworks.
- Assist in the preparation of client meetings.
REQUIREMENTS
- University degree in Law Finance Taxation or related field.
- STEP qualification
- Minimum 8-10 years of experience in wealth planning fiduciary services or private client advisory.
- Fluency in English and French both oral and written additional languages are a plus.
- Very good knowledge of Microsoft Office product suite.
- Ability to work independently and as part of a broader team.
- Attention to detail and a structured approach to problem solving.
If you are detailed oriented dedicated worker and passionate please send us your resume and details to
Key Skills
- GIS
- JAWS
- Military Experience
- Business Management
- Emergency Management
- Joint Operations
- Production Planning
- Relationship Management
- Strategic Planning
- ERP Systems
- Exercise Planning
- MRP
About Company
UR Capital provides executive search, recruitment and human resources consulting services. 20 years experience, identifying and recruiting business-critical talent.
