Wealth Planner

Geneva, Switzerland

Reference	32009/003
Contract type	Permanent

Our client is an international wealth management service provider is seeing an experienced wealth planner for its Geneva's office.
The Wealth Planning consultant will be the primary contact for clients for wealth structuring solutions and to provide wealth structuring strategies and solutions.

Key tasks and responsibilities include:
-client meetings, presentations and after-sales activities relating to asset ownership and asset transfer
-Provide unbiased, holistic, strategic wealth and tax planning solutions to clients
-Implement wealth planning strategies, e.g. through the establishment of suitable vehicles and other solutions, working with internal and external experts and various categories of wealth planning professionals.

The Wealth Planner will have a relevant law and/or tax related degree with additional, pertinent technical qualifications preferred (e.g. Anglo-Saxon ones, STEP and/or CFP).

You need to demonstrate several years of professional experience in the financial services sector or a comparable private client practice (e.g. private bank, legal practice, tax advisor or fiduciary company) - with the main focus of your job being related to private clients work.

Please send your CV to fabrice.drouin@ap-executive.com. All applications will be treated with the utmost confidentiality

Expires on

6/13/13 4:39 PM

comments powered by Disqus