Pictet Wealth Management is seeking to recruit a Senior Wealth Planner for its Wealth Solutions unit in Geneva or Zurich. As part of the Wealth Planning team, you will cover Eastern European, CIS and Baltic countries, helping bankers and their clients manage tax and legal issues concerning their private wealth with tailor-made solutions.
Tasks
- Guide bankers and clients on personal taxation, relocation, residential real estate investment, succession planning and wealth structuring (private investment companies, trusts, foundations, private funds, life insurance contracts) and other legal matters.
- Draw on internal wealth planning expertise and your external network, and co-ordinate legal and tax issues.
- Analyse, summarise and interpret several options to propose pragmatic solutions in a complex environment.
- Monitor main tax, wealth structuring and legal developments for the jurisdictions covered, and keep clients and bankers informed of opportunities and risks (through internal communications, client publications, presentations, workshops, etc.).
- Share knowledge and experience with other wealth planners by playing an active role at team meetings and contributing to overall team projects.
- Develop and maintain a network of trusted third-party advisors, notaries, fiduciaries and trust companies, and co-ordinate the use of advisors where required.
- Keep abreast of developments with tax, legal or regulatory rules impacting WP team activities and internal directives, attend mandatory training sessions and comply with such rules.
- Ensure cooperation and alignment with the activities of Wealth Solutions and act as an ambassador for the unit.
Requirements
- University degree in Law or Economics, or a qualification deemed equivalent.
- At least 10 years’ prior experience in private client work/wealth planning, e.g. in a law firm, big four firm or bank.
- A fiscal qualification in the covered jurisdictions would be a plus.
- Fluency in English and Russian (written and spoken) is required.
- A very good command of French or German is strongly preferred.
- Knowledge of at least one additional Eastern European language is an asset.
- General knowledge of banking and investment services.
- Must be resident in Switzerland or willing to relocate.
- Excellent communication skills.
- Strong and open-minded team player.
- Trustworthy and reliable, able to work efficiently on your own without supervision.
- Entrepreneurial spirit and adaptability.
Benefits
Pictet is an equal opportunity employer and is committed to creating a diverse environment. The company respects all individuals and seeks their inclusion in the workplace.
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Über uns
Das Team
You will be a member of the Geneva or Zurich-based Wealth Planning team, actively sharing knowledge and contributing to team projects.