As a Senior Wealth Planner, you will play a key role in guiding bankers and clients on personal taxation, relocation, residential real estate investment, succession planning, and wealth structuring.
Key Responsibilities
* Draft technical records, templates, brochures, and reference documents.
* Deliver presentations and training for colleagues.
* Nurture a network of trusted third-party advisors.
A Master's degree in Law with in-depth knowledge of civil law and indirect taxation is essential. A minimum of 5-10 years' relevant work experience in audit/tax advisory firms, law firms, or financial institutions is also required.
Requirements
* Fluency in English, French, or German.
* Excellent communication and interpersonal skills.
* Ability to build strong relationships with clients and colleagues.
This role offers a dynamic work environment, challenging projects, and opportunities for career growth and development. If you are a motivated and results-driven professional seeking a new challenge, we encourage you to apply.