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Wealth Planner (Junior)

Job content

  • Advising and supporting existing and future customers of the bank on Swiss tax and legal issues
  • Support for senior wealth planners with tax clarifications and preparation of customer documents
  • Cooperation with other specialists in the bank to achieve holistic customer solutions (e.g. with international colleagues from the Wealth Planning Team)
  • Coordination and cooperation with a large number of external specialists (lawyers, notaries and other experts)
  • Evaluating and implementing suitable solutions on tax and wealth planning issues for clients based in Switzerland or in international issues related to Switzerland
  • Participation in internal wealth planning projects

Requirements

  • Master's degree in law or economics, ideally with tax training
  • At least 3 years of experience in the tax field, e.g. with one of the "Big 4" auditing and consulting firms, in a renowned law firm, with the Swiss tax authorities or in the wealth planning department of a bank.
  • Solid knowledge of Swiss civil law
  • Excellent communication skills as well as a service and customer oriented personality
  • Entrepreneurial thinking and high sense of responsibility
  • Competent and well-considered demeanor
  • Sound technical judgment and analytical skills
  • Team-oriented personality with an open mind
  • Fluency in spoken and written German and English
  • Flexibility for travel within Switzerland

Capacity: 80-100%, Employment

Additional Info

  • Job Type: Part Time
  • Country: Switzerland
  • Salary: TBD
  • City: Zurich