OPEN POSITION

Senior Wealth Planner Switzerland

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.

• Ability to communicate and make presentations for clients /

Our Wealth Planners also support Investment Solutions and private banking colleagues;
other divisions for complex matters involving tax and legal

• Strong organizational skills, structured approach, strict

expertise, for issues related to Clients and P&S offering.
adherence to compliance requirements;

• Independent, entrepreneurial and pro-active approach;

We are currently looking for a Senior Wealth Planner dedicated

• Experience in project management preferable (linked to the

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.

• Availability to travel in Switzerland;


• Languages: German and English are required. Other national

Main responsibilities
languages would be considered a plus.

• A professional and detailed support on the a.m. topics,

including meeting clients or external professional firms together
Our company
with private bankers;
EFG Bank is the Swiss private banking subsidiary of EFG

• A continuous update on legal and tax developments as regards
  International. Headquartered in Zurich, it has an international
  the covered legislation, supporting other internal functions in
  network spanning Europe, Asia Pacific and Latin America, and
  developing the relevant offering;
  manages assets for private clients all over the world. The bank’s


• The creation and update of internal manuals, newsletters,
  services comprise asset management and investment
  presentations, on the a.m. topics, for internal and/or external
  counselling, investment funds, securities brokerage, estate
  use; presenting in internal or external events will also be
  planning and a full array of banking services. EFG Bank offers a
  required;
  stimulating and dynamic work environment.


• The coordination of the information flows between Private
  Banking and external Service Providers on the a.m. topics;
  Application


• The participation or the lead on possible projects linked to Should you wish to apply for this position,
  wealth planning topics.
  please send your complete job application by email to
  emea2.softfactors.com/job-

Skills and experience
The ideal candidate shall have the following skills: opening/rstOnax-Hxnz0guLkcpIix4A3h#/?lang=en

• Significant experience in banks / financial institutions / big4 / We will only respond to applications with a matching profile.
  law & tax firms, with a strong know-how on Swiss and

March 2020