Wealth Planner - Geneve, Schweiz - PICTET

PICTET

Geprüftes Unternehmen

Geneve, Schweiz

vor 2 Wochen

Geschrieben von:

Lena Schneider

beBee Recruiter

Beschreibung

Your team:

Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partnerowned financial services group offers a comprehensive service for wealthy individuals and families, including discretionary and advisory investment solutions and family office services.
PWM is seeking to recruit a Wealth Planner for its Wealth Solutions unit in Geneva.
As a member of our Wealth Planning Europe team based in Geneva, you will be a point of contact for European tax and wealth planning questions. You will help bankers and their clients/prospects manage tax and legal issues concerning their private wealth and ensure client satisfaction with tailormade solutions. This role encompasses multiple European jurisdictions (e.g. France, Iberia, Italy and Monaco) requiring you to draw on your own expertise as well as internal and external specialists. You will also follow a strategic business development approach.

Your role:

You will:
Guide bankers and clients on personal taxation, relocation, residential real estate investment, succession planning and wealth structuring (private investment companies, trusts, foundations, private funds, life insurance contracts,) and other legal matters.
Draw on internal wealth planning expertise (colleagues based in Paris, Luxembourg, Munich, Turin and London) and your external network and coordinate legal and tax issues on multiple jurisdictions.
Perform the job in a complex environment where you will be required to analyse, summarize and interpret several options to propose pragmatic solutions.
Monitor the main tax / wealth structuring / legal developments for the covered jurisdictions (e.g. tax & legal watch, crossborder rules etc.) and keep both clients and bankers informed of opportunities and risks in these domains (internal communications, client publications, presentations, workshops, etc.).
Share knowledge and experience with the other wealth planners by playing an active role at team meetings and actively contribute to global team projects.
Develop and maintain a network of trusted thirdparty advisors, notaries, fiduciaries and trust companies and coordinate the use of advisors where required.
Keep abreast of any developments with tax, legal or regulatory rules having an impact on WP team activities as well as with internal directives, attending mandatory training sessions and complying with such rules.
Ensure cooperation and alignment with the activities of Wealth Solutions and act as an ambassador for the unit.

Your profile:

University degree in Law or Economics, or a qualification deemed equivalent.
At least 5 years' prior experience in private client work / wealth planning, e.g. in a law firm, big four firm or bank.
A fiscal qualification in one of the European jurisdictions listed above would be a plus.
Excellent command of French and English is a minimum requirement. Working knowledge in Spanish or Italian would be a plus.
Must be resident in Switzerland.
Membership of STEP would be a plus.
General knowledge of banking and investment services.
As the chosen applicant you will have excellent communication skills and be a strong and openminded team player. Furthermore, you will also be absolutely trustworthy and reliable and be able to work efficiently on your own without supervision. This position also calls for an entrepreneurial spirit and adaptability.
Ref: WP/CDW/VN
Note:
We will not accept any CVs via agencies
Diversity & Inclusion:

**_ Pictet is an equal opportunity employer and is committed to creating a diverse environment. We respect all individuals and seek their inclusion in the workplace._