Wealth Planner
This position will be based in Zurich.
You wish to work in a high standard multidisciplinary team of experts providing sophisticated wealth planning solutions to complex high net worth individuals, entrepreneurs and wealthy families? Then join our Wealth Planning Solutions Department here at BNP Paribas Switzerland!
YOUR TEAM
Based in Zurich and directly attached to the Head of Wealth Planning Solutions Switzerland and International Markets, this position can lead you to provide our private clients with wealth planning solutions with a specific focus on German-speaking part of Switzerland. The Wealth Planning team is composed of 8 people in Switzerland (including life insurance experts) and around 20 in the International Markets platform (based in Switzerland, Luxembourg, Germany, Monaco, the Netherlands and the UAE).
YOUR WORKDAY
The Wealth Planning Solutions Team is part of the BNP Paribas Wealth Management Offering. It completes its range of financial services by incorporating an essential legal, tax and family dimension to the global wealth management approach. The mission is to provide clients with holistic advise on their overall wealth, assist through various stages of their lives and pertaining miscellaneous financial transactions. Wealth Planners are fully dedicated to clients’ needs and the team works in a complete open architecture way, recommendations being made in a neutral and independent way, acting in clients’ best interest.
- In close relation with Private Bankers in charge the commercial relations, resolve complex enquiries on legal, tax and estate matters, handle customers/prospects requests and enquiries to ensure customer long-term planning
- Carry out independent research and holistic analysis to ensure all of a client’s key issues (tax, estate planning, real estate, financial and business assets structuring) are addressed
- Keep abreast of Swiss legal and tax regulation changes, update client facing teams and organize trainings for them on relevant technical matters with an appropriate approach
- Being in charge and promote Wealth Planning solutions for the Swiss domestic market
- Strong support for market development with the organization of events, writing professional articles and development of potential new wealth planning topics
- Collaborate with all Departments of the Bank, including Product and Services, Credit, Compliance and Operations Teams to cover non-financial clients’ needs
- Under the supervision of the Wealth Planning Team, produce technical notes for clients/prospects, respecting strict formal rules
- Interact with external advisors and set a network of external partners to guarantee an independent and reliable implementation of identified solutions
- Follow the right implementation and potential update of solutions
- Strong emphasis on prioritization, compliance, operational and commercial efficiencies
YOUR PROFILE
- You possess a Master in Law or Tax form a Swiss University, ideally qualified as Swiss Certified Tax Expert
- You are able to claim an experience of at least 8 years in a law firm or as role of Wealth Planner dedicated to German-speaking Switzerland within the Private Banking sector
- You possess good knowledge of Swiss and European tax regulations and a strong proficiency on regulations of Swiss-German Cantons applicable to individuals and companies, including pensions (pillars 1E and 3) and lumpsum practices, succession planning and international structuring.
- You are fluent in German and English, French or Italian is a plus.
YOUR SKILLS
- Demonstrated autonomy, responsiveness, and a proactive approach
- Ability to synthesize / Very good writing skills
- Client and solution-oriented / Quality-oriented and high professional conscience
- Organizational skills / Rigour
- Ability to collaborate / team work-oriented
- Ability to communicate in public / Active listening skills
- Analytical skills
- In-depth legal and tax knowledge, international wealth and tax planning knowledge
WHY JOIN US?
BNP Paribas in Switzerland is a bank of reference active in Geneva, Zurich and Lugano. It is a major European partner for companies, as well as institutional and private clients. Joining BNP Paribas will give you the opportunity to take part in an authentic company project, in which innovation and career management act as driving forces to help talents emerge, express themselves fully and open up to career opportunities on an international level, by integrating a group that stands as a leader within the Eurozone. Please visit us at BNP Paribas Suisse.
In a changing world, diversity, equity and inclusion are key values for the well-being and the good performance of teams. At BNP Paribas, we wish to welcome and retain all talents, without any distinction: together we will build the finance of tomorrow, innovative, responsible and sustainable.
Finally, we insist on the particular importance of having our employees act daily in a spirit of ethical and professional responsibility.
NB: all terminologies apply in both the feminine and the masculine.
