Wealth Planner Netherlands and Belgium

☞ Make A Healthy Change

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Update day: 25-04-2024

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Your field of responsibility


We offer you an exciting position in our European Wealth Planning team within International Wealth Management Europe located in Switzerland.
As an Expert/Specialist, you are responsible for the Dutch and Belgium markets as a dedicated Wealth Planner and you will work in close interaction with HNWI/UHNWI clients to assess their needs in terms of wealth structuring (Holdings, life-insurance, partnerships, etc.).

Your future colleagues


You work collaboratively with Relationship Managers, covering a wide range of international matters as a Legal and Tax specialist, attending client meetings and acting as center of competence for Benelux tax and legal issues. You provide Wealth Planning guidance to Benelux HNWI/UHNWI clients and their legal/tax advisors, as well as to Relationship Managers and other partners. You have the responsibility to educate Relationship Managers on tax and regulatory developments, industry trends and the bank’s policies to increase the awareness of tax & legislative issues. Last but not least, you foster working relationships and build an international network with highly qualified intermediaries (e.g. Lawyers, Notaries)
We are a department which values Diversity and Inclusion (D&I) and is committed to realizing the firm’s D&I ambition which is an integral part of our global cultural values.


This position offers remote working opportunities for an agreed amount of days per week.

Your skills and experience
You have a solid understanding in the areas of tax, matrimonial regime and succession planning for Dutch and Belgian clients
  • Detailed knowledge of Dutch & Belgium corporate laws and international structures
  • General knowledge of the Benelux market is a plus.
  • Additional qualifications such as specialization in tax, STEP diploma, etc. are strongly preferred
  • Proficiency in English and Dutch are required; French language skills are a plus
  • Are you a dynamic person with an entrepreneurial mindset and high customer orientation? Do you combine sound analytical and conceptual skills with excellent problem solving capabilities to achieve your goals? Do you possess strong communication and presentation skills and are you able to work within a multi-disciplinary team?
#LI-CSJOB
Mr. R. Lewis 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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Deadline: 09-06-2024

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