OPEN POSITION
Reference WP_ZH international taxation, civil law matters and international law
Department Investment Solutions related to individuals and families (succession planning, estate
Work time percentage 100% planning, pension planning) and the most typical wealth
Location Zürich / Switzerland planning solutions (e.g. trusts, testamentary wills). The focus
HR contact Online Application will be on Swiss-domiciled clients so a specific background is an
Date of publication 24.03.2020 essential condition;
Deadline of publication 24.04.2020 • Some knowledge of wealth planning for international clientele
will be considered a plus;
Our Wealth Planning team is part of the Investment Solutions • A good knowledge of corporate law and Swiss tax law
department and supports all Private Banking regions in many connected to corporations will be considered a preferential
global locations. element of selection;
Our Wealth Planners use their significant legal and fiscal • University degree in Law or the like; preference will be given to
knowledge to work together with CROs, clients, and their candidates holding additional qualifications linked to the area
professional advisers to find the best solutions to any issue of interest (e.g. TEP, LL.M. in tax, qualification as Swiss Tax
concerning the management, protection and transfer of the Expert or the like);
clients’ wealth.
Our Wealth Planners also support Investment Solutions and private banking colleagues;
other divisions for complex matters involving tax and legal
expertise, for issues related to Clients and P&S offering.
adherence to compliance requirements;
We are currently looking for a Senior Wealth Planner dedicated
to Swiss clients, with a detailed knowledge of Swiss tax and civil
areas of interest);
law, plus of pension planning topics for Swiss-domiciled clients.
Main responsibilities
languages would be considered a plus.
including meeting clients or external professional firms together
Our company
with private bankers;
EFG Bank is the Swiss private banking subsidiary of EFG
Skills and experience
The ideal candidate shall have the following skills: opening/rstOnax-Hxnz0guLkcpIix4A3h#/?lang=en
March 2020