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SENIOR ADVISOR – Wealth & Tax Planning Job Details

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Job Ref:	pwj7
Specialism:	Lawyer Legal and Compliance Other
Job Type:	Full Time
Region/Country:	Geneva
City:	Geneva
Salary:	Competitive Salary
Job Description:	Our client is a top-tier Swiss private bank, with headquarters in Geneva. They have delivered a confidential mandate to hire a Senior WTP Advisor. With the development of legislation, and the implementation of new cross-border regulations, the landscape of private banking is evolving, and our client sees wealth and tax planning as being integral to the future success of the bank. Reporting directly to the Global Head of Wealth Planning, this represents a fantastic opportunity to work with one of the industry’s top players in shaping wealth/tax strategy for some of their richest clients. Requirements for the successful wealth planning candidate: • Relevant tax/law university qualification • Minimum four years experience in the relevant banking/financial services space (preferably already operating within a wealth planning environment within a private bank) • Sound communication skills • Team ethic • Ability to work under pressure • Fluency in French/English (+other languages beneficial) • Systematic & analytical approach to business Job description for successful wealth planning candidate: • Providing advice & support to private bankers/relationship managers and their clientele, in relation to tax planning, succession & wealth management issues • Liaising directly with clients and preparing advisory/decision-making documentation. • Administering ‘360 degree’ tax and wealth planning advice to private clients • Offering sophisticated technical support for RMs in Geneva and elsewhere • Regular travel to service operations & meet client needs • Complementing the highly-professional and sophisticated wealth planning team already in place.
Employer:	Carlton Senior Appointments.
Post Date:	01/09/2011

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