pbA leading Swiss private bank is seeking a Senior Wealth Planner to advise UHNW clients on complex cross-border wealth, succession, and estate planning matters, with a primary focus on Switzerland and international private clients. /b /p h3Responsibilities /h3 ul liProvide wealth planning advice to private clients and family offices, with a focus on Swiss-related matters and cross-border situations /li liSupport business development efforts by identifying and originating wealth planning opportunities /li liAct as a subject matter expert on succession planning, estate structuring, family governance, and wealth transfer strategies /li liAdvise on trusts, foundations, family offices, holding structures, insurance solutions, and philanthropic initiatives /li liSupport the planning and disposition of closely held businesses and complex family wealth structures /li liCoordinate with clients' external advisors, including legal, tax, fiduciary, and accounting professionals /li liAssist relationship managers by providing technical expertise and delivering wealth planning training sessions /li liContribute to marketing initiatives and the development of wealth planning materials and presentations /li liCollaborate with internal stakeholders across legal, tax, pensions, compliance, and investment teams /li liSupport onboarding and relationship management of external counterparties, including insurance providers /li liMonitor and maintain compliance with internal governance, audit, risk, and regulatory requirements /li liAssist with performance tracking, reporting, and administrative activities related to the wealth planning function /li /ul h3Requirements /h3 ul liMinimum 10 years of experience in wealth planning, private client advisory, legal, tax, or fiduciary services with a strong Swiss focus /li liProven client-facing experience advising HNW and UHNW individuals, entrepreneurs, and family offices /li liStrong expertise in succession planning, estate planning, trusts, foundations, and multi-jurisdictional wealth structures /li liSolid understanding of cross-border regulatory and wealth planning considerations /li liExperience with family office formation, governance structures, and philanthropic planning /li liGood knowledge of insurance-based wealth planning solutions /li liAbility to originate opportunities and independently manage client relationships from inception through implementation /li liStrong communication, presentation, and stakeholder management skills /li liCommercial mindset combined with a highly client-centric approach /li liAutonomous, proactive, and solution-oriented personality with strong attention to detail /li liHigh level of integrity, discretion, and risk awareness /li liAbility to collaborate effectively across multidisciplinary and international teams /li liKnowledge of financial markets and corporate structuring is advantageous but not essential /li /ul #J-18808-Ljbffr
Wealth Planner in Genève Arbeitgeber: UR Capital
Unser Unternehmen ist ein hervorragender Arbeitgeber, der eine dynamische und unternehmerische Arbeitsumgebung in Lausanne bietet. Wir fördern eine Kultur des Wachstums und der Eigenverantwortung, die es unseren Mitarbeitern ermöglicht, direkt mit Entscheidungsträgern institutioneller Investoren zu interagieren und ihre Karriere aktiv zu gestalten. Zudem bieten wir umfassende Weiterbildungsmöglichkeiten und ein unterstützendes Team, das sich für den Erfolg jedes Einzelnen einsetzt.
