Senior Wealth Planner Switzerland [Switzerland]


 

coni + partner, established 1993, is a consultancy company with headquarters in Zurich and subsidiaries in Düsseldorf and Shanghai. We are specialised in custom-fit staffing in tune with the corporate culture by ensuring a perfect match of professional skills, references and personal as well as social skills of successful candidates.

Our client is a leading international wealth planner and wealth manager with a main office in Zurich. We are looking for Tax Planner (m, w, d) as a

Senior Wealth Planner Switzerland

Aufgaben

Acting in a wealth and estate planning environment with high management attention / Advising and implementing bespoke succession and tax planning solutions for HNWI and UHNWI clients in Switzerland (Zurich and Geneva) / Advising on succession and tax issues / Controlling tax risks / Leading regulatory projects / Advise to such tax and regulatory changes / Identifying business opportunities for the further development of wealth and estate planning solutions / Working in an international and dynamic working environment / Opportunity to be challenged by senior members of the structuring team.

Qualifikation

Master degree in Law / Further education in tax beneficial / Practical experience in complex international tax and estate planning for HNWI and UHNWI private clients in Zurich and Geneva / Willing to travel to Geneva / Solid knowledge of wealth planning and structures / Strong analytical and problem-solving skills / Focus on service and dynamic approach to managing tasks / Ability to manage multiple tasks / Fluent in German and English.

Please apply by e-mail to contact(at)ch.coni-partner. com. For additional information please call Mr. Ivano Coni +41 44 254 90 10.

coni + partner ag

Ivano Coni

Managing Director

Klosbachstrasse 107

CH-8032 Zürich

Tel.: +41 44 254 90 10


 

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