Senior position within a leading private bank, our client is looking for a wealth and tax planning advisor to join the team. Based in Switzerland, the responsibilities for this position include support to the Italian desk based in Switzerland as well as their private clientele. Highly developed advisory skills in wealth management structures, succession and tax planning issues (e.g. through structures such as insurance schemes, trusts, foundations, companies and other private law and tax law solutions) is expected.
The successful candidate is expected to coordinate the wealth planning process drawing on the accomplishments of internal and external experts.
Implementation of wealth planning strategies, eg. establishing suitable solutions (insurance contracts, companies, collective investment, trusts, foundations).
Contact on a daily basis with relationship managers (including presentations, proposals, planning and strategy) and direct contact with the client.
Complement the existing group of advisors from varied legal backgrounds by becoming an active member or a professional team of Wealth & Tax planning advisors in Switzerland
The candidate must hold a law or tax-law degree from an Italian University or being admitted to the Italian Bar with additional, relevant technical qualifications preferred ( eg.STEP diploma, CA and/or CFP or other comparable qualifications)
Demonstrable several years experience (no less than 7 years) in relevant financial services sectors and/or private client practices (private bank, attorney-at law-office, tax advisor and/or fiduciary company) with an emphasis on UHNWI and HNWI from Italy both, residents and non residents.
Analytical, systematic and efficient work ethic. Exceptional communications skills, entrepreneurial spirit, creativity and reliability. Works well under pressure. Works on own initiative and is a team player
Additional languages would be an advantage.