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Senior Wealth Planner - International Markets

Responsibilities

  • Report to the Group Family Office Leader
  • Member of the Wealth Planning Team dealing with wealthy families, entrepreneurs and UHNWIs.

Tasks 

  • Analyse and develop different scenarios for structuring assets/heritage in an international environment
  • Elaborate and propose innovative solutions;
  • Manage, develop and expand international and local clients portfolio;
  • Coordinate with other departments and use the international network in order to share and collaborate on issues that exceed your area of expertise;
  • Advise and support Client Relationship Managers and clients on specific queries and during client meetings;
  • You will give in-house and external training courses to our team members and to our clients and you will have a chance to take part in conferences and events on specific topics.

Your Profile

  • You have a University Degree in economics or law or from a business school, ideally with a major in tax;
  • You have strong international tax experience gained through working within an audit/tax advisory firm, a law firm or a financial institution;
  • Your technical skills and your ability to build strong and lasting relationships with your clients and colleagues contribute to making you well-known as a tax expert;
  • You demonstrate ability to identify tax consulting opportunities and a willingness to market services to existing and prospective clients;
  • You have an ability to manage, develop and retain a team of skilled tax professionals;
  • You have strong interpersonal skills and experience with drafting documents and proposals.
  • You are committed and eager to share your knowledge with a young and multicultural team;
  • You are fluent in English and French (any additional language would be considered an asset).