Senior Wealth Planner, Zurich - UK Market

Senior Wealth Planner, Zurich – UK Market

Europe

Posted 4 years ago

StratA is partnering with a top Swiss bank on a new mandate looking for a Senior Wealth Planner that will be based in Zurich and play a vital part in their Wealth Planning Unit with a focus on UK (U)HNWI clients.

Please find additional information including the requirements below:

Opportunity:

Act as a trust, tax, and wealth planning specialist for all clients with a nexus to the UK (in particular UK RND clients).
Conduct client conversation for UK based clients and/or clients moving to/from the UK on the topic of Wealth Planning supporting Relationship Manager in their retention, acquisition, and maintenance of both existing and new clients/prospects
Act as a point of contact for the big four, trust companies, tax companies, lawyers, and other intermediaries
Support Strategic assessment for further growth in the UK

Requirements:

The strong UK and private client tax knowledge, especially in trust, RND, and international tax issues
A post-qualified lawyer or chartered tax advisor /chartered accountant as well as CTA qualified
10 years relevant tax experience
Good quality existing networks of relationships with professional advisors as well as a proven track record of winning new business via referrals
Ability to work in partnership with Relationship Managers to identify wealth planning opportunities and issues

Apply For This Job

Full Name*

Email*

Phone*

A valid phone number is required.

Attach Resume*

The data transmitted to StratA Talent using this form are sent encrypted via the internet. However, the possibility of unauthorized third parties accessing the transmitted data, particularly using malware on the computer, cannot fully be excluded. If you are using this form to send confidential data (e.g. your application information), you accept the risk of disclosure of information to third parties and you release StratA Talent from any and all liability for damages incurred as a result of the use of this form, to the extent that such release is permitted by the law. By providing your phone number and/or email address, you declare your express consent to StratA Talent contacting you by phone and/or unsecured email. The personal data provided by you are used and stored to handle and process your inquiry. I herewith confirm that I have understood the aforementioned legal notices and that I have acknowledged and accepted the above-mentioned risks as well as the Terms and Conditions of Use and the Privacy Policy.