Tailor made Solutions for demanding European Private Clients

Our client is a global player in the wealth management industry. The bank wishes to further strengthen their successful teams in Switzerland which are covering wealthy private clients from all over Europe. We are mandated to find outstanding

Wealth Planning Professionals

In order to find the optimal wealth structuring strategies and solutions, the successful candidates will follow the legal, political, tax and economic developments with dedication and will apply this knowledge to the clients, depending upon their personal situation and wishes. The wealth planner is a close partner to the client advisors/relationship managers of the bank. You assist and support them proactively in servicing new and existing clients by recognising and identifying their tax, estate, insurance and other financial planning needs. You interact closely with external legal and tax experts to be able to find the best possible tailor made solution for the client which is corresponding to all kind of regulatory issues.

We are looking for a personality with a sound education and relevant experience in a similar position. Core requirements are a thorough understanding of the legal and tax environment in at least one European Country as well as fluency in English and one other European language. A track record of success in a wealth management environment, in an international law firm or in a reputable fiduciary company as well as good analytical, organisational and communicational skills are the additional qualities which we expect from the successful candidate. If this challenging role with a first-class employer attracts you and you fit the profile, please send your résumé and covering letter to: Roland Staub, Managing Partner.

  • Job title Wealth Planning Professionals
  • Sector Finanzdienstleister
  • Region Ganze Schweiz
  • Status Archiv
  • Your consultant
    Roland Staub (RS)
    Roland Staub - rstaub(at)cms-ag.ch
    Corporate Management Selection C.M.S. AG Zürich
    Carmenstrasse 24, 8032 Zürich
    Tel. +41 44 250 40 00

„Ideal gliding when ski skating only occurs if each successive movement is perfectly coordinated and precisely timed. Such parallels are not unusual in the business world.“

Roland Staub

rstaub(at)cms-ag.ch
Tel. +41 44 250 40 00

Education & Experience

Banking education and certified personnel manager Dr. P. Müri. Many years of professional and management experience in the financial services industry in Zurich and London. Since 1992, focus on searching and selecting professionals and managers. Founder and partner of Mc Dust AG, Banking Recruitment, as well as wake!up gmbh. Partner of C.M.S. AG.

Roland Staub
Zürich
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