Senior Financial Planner

☞ Credit Suisse

Aussicht: 203

Update Tag: 25-03-2024

Ort: Zürich Zürich ZH

Kategorie: Finanzen / Bank / Aktien Der Umsatz Recht / Verträge Geschäftsführung Servieren / Putzfrau / Dienstmädchen PG / PB / Empfang

Industrie: Finance

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Jobinhalt

Your field of responsibility


Join us as Senior Financial Planner in a dynamic wealth and estate-planning environment in Zürich. You will have the opportunity to work alongside other Senior Structuring Lawyers and Specialists in formulating and implementing be-spoke succession and tax planning solutions for High Net Worth Individuals (HNWI) and Ultra High Net Worth Individuals (UHNWI) individuals. You will work with Product Specialists in identifying business opportunities for the further development of wealth and estate planning solutions and support as the main responsible SME relevant project and initiatives from a legal and tax angle. You will maintain a relevant tax, country and product-offering framework including policy and procedures.

Your future colleagues


Join a highly motivated team in a dynamic wealth and estate-planning environment with high management attention. We will offer you an international working environment with excellent career development prospects.

Your skills and experience


You’ll be a good match, if you have:

  • University degree in law (bar exam and advanced degrees in international tax would be an advantage)
  • Minimum of 5-10 years’ experience in tax, trusts, and/or estate planning.
  • UK trust and private client tax planning experience is a plus.
  • Proficient in analytical and problem solving skills.
  • Outstanding working knowledge of trusts and their uses for international clients.
  • Have a basic understanding of corporate and property law concepts in the context of trust structuring.
  • Result oriented, dedicated, hardworking who can work on own initiative and can deliver on time under pressure with a high level of integrity and flexibility, sense of urgency, attention to detail and quality standards
  • An understanding of basic tax principles and systems of taxation, experience in an international tax practice incl. if possible UK tax planning.
  • Focus on service and proactive approach to handling tasks.
  • Ability to work collaboratively in a team
  • Possess the ability to independently handle multiple tasks across a number of subject areas.
  • Must be fluent in English, any other language skills (e.g. German, French, Spanish) would be a distinct advantage although not necessary.

*LI-CSJOB*

Ms. Aebersold would be delighted to receive your application.
Please apply via our career portal.

Your new employer

Find a new home for your skills, ideas, and ambitions. Credit Suisse offers you the ideal environment to progress your career, attractive benefits and excellent training.

We are a leading wealth manager with strong global investment banking capabilities founded in 1856. Headquartered in Zurich, Switzerland, and with more than 45,000 employees from over 150 nations, we are always looking for motivated individuals to help us shape the future for our clients.

Credit Suisse is an equal opportunity employer. Welcoming diversity gives us a competitive advantage in the global marketplace and drives our success. We are committed to building a culture of inclusion with a deep sense of belonging for all of us. We will consider flexible working opportunities where possible. Our bank provides reasonable accommodations to qualified individuals with disabilities, as well as those with other needs or beliefs as may be protected under applicable local law. If you require assistance during the recruitment process, please let your recruiter know.

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Frist: 09-05-2024

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