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

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