Senior Wealth Planner

The Senior Wealth Planner Switzerland is the country specific subject matter expert responsible to address (primarily Swiss) clients wealth planning needs and objectives - including relocation to and within Switzerland & structuring through companies, trust, foundations, Family office, insurance solutions and other constellations.

Main Duties & Responsibilities

• Work directly with CROs and clients (&prospects) to support clients on their wealth planning related needs
• In specific support in succession and estate planning, relocation, tax & philanthropic planning as well as corporate restructuring
• As CH subject matter expert, conduct awareness training/discussions with EFG CROs and other internal functions on relevant technical product/market updates relevant to the wealth planning space
• Work with EFG Wealth Solutions (trustees) to facilitate the establishment of EFG trust structures for clients, when appropriate
• Work with all relevant parties (internal and external to EFG) to assist in the processing and closure of wealth planning cases with CH focus or nexus
• Develop and maintain strong network of external advisors (Lawyers, Accountants, etc), Insurance brokers and other counterparties with a particular focus on the Swiss market
• Work closely with the Global Head of Wealth Planning on the achievement, monitoring and regularly reporting of financial performance and business development efforts
Contribute to content for publications etc generated by Global Wealth Planning team

Qualifications and Skills Requirements

• Proven working experience of at least 10 years within Swiss focused wealth planning (financial planning, tax, inheritance) ideally in a private bank/trust company/ insurance brokerage/law or accounting firm
• In-depth knowledge, understanding and experience of (a) the uses of offshore jurisdictions and wealth planning tools such as trusts, foundations, Family office and companies and (b) UHNW insurance solutions
• University degree in Law or Finance related discipline; holding additional qualifications linked to the area of interest (e.g., TEP, LL.M. in tax);
• Sound proven knowledge of the tax, legal & regulatory landscape in Switzerland
• High client -and service- orientation as well as strong communication skills and stakeholder management skills on all levels
• Strong organizational skills, structured approach, strict adherence to compliance requirements.
• Committed team player with a good interpersonal skill set
• Strong ability to cope under pressure, a great level of flexibility combined with a strong motivation and hands-on attitude
• Strong risk awareness and the willingness to work in an international, fast paced environment