Senior Estate Planner - Banking Job in Switzerland

Banking job specification
This Swiss based private bank, celebrated for their expertise and prestigious client base is looking to recruit a Senior Estate Planner to work from their Geneva office.

We are seeking applications for individuals that have a minimum of 10 years experience in Estate / Tax Planning from within a Bank or Tax or Law firm.

Your main job function will be:
  • To work along side the banks Relationship Managers and to add knowledge of clients' family structure, affairs and goals
  • To work with end clients and assist in structuring ownership of assets, preserve estate in a tax efficient and compliant way, plan for future passing of wealth, co-ordinating implementation process of structuring schemes
  • To help optimise and define Wealth Structuring products and solutions in-line with developments in the tax and legal system.
In addition to having a long standing track record in Estate and Tax Planning, candidates for this job should be fluent in French and English and educated to degree level in Law or equivalent.

Whilst not essential, previous experience and detailed knowledge of the French market will be an advantage.

The Senior Estate Planner job offers an excellent opportunity for an experienced Estate Planner to work with one the world's most respected private banks.

As you would expect, this Geneva based job commands an excellent salary, bonus and salary package.

For more information on the Senior Estate Planner opportunity or for Switzerland jobs or other Banking jobs please contact our Banking recruitment consultants.