International Wealth Planner

Direct Wealth Planning coverage responsibilities for Switzerland and situations with a French nexus; assist the Head of the team on larger and more complex situations; and provide administrative support on internal management, legal, compliance and audit requirements.

Role encompasses the support of internal and external sales efforts through the delivery of technical and marketing expertise across the Bank’s international business (40+ countries), with a focus on Switzerland. Knowledge of the French market would be useful even though the Bank does not proactively market into France.

• Help drive marketing and originate Wealth Planning opportunities either in support of the Head of Wealth Planning or with full individual responsibility.
• Provide subject matter expertise on planning and disposition of closely held businesses, formation of family offices, insurance planning, investment holding structures such as companies and funds, cross‑border planning for international assets and family members, guidance on relocation, philanthropic assistance and dispositive planning including the use of trusts and foundations.
• Coordinate with a client’s external professional advisors including the assessment and implementation of potential solutions.
• Conduct training for relationship managers to increase knowledge and use of Wealth Planning as a marketing team rather than a help desk, and enhance the reputation of Wealth Planning internally.
• Assist the Head of Wealth Planning in tracking performance metrics and activity follow-up.
• Conduct and monitor due diligence on contractual counter parties and liaise with legal on counter party agreements.
• Coordinate with internal colleagues including tax, legal and the Swiss pensions solutions team to ensure a coordinated, collaborative approach.
• Team player willing to pitch in to support the Wealth Planning effort, from preparing marketing materials to drafting internal communications for business and regulatory updates.
• Maintain relationship with internal compliance, internal controls and audit to ensure proper conduct of business.
• Assist in the onboarding and relationship management of insurance counter parties.

• 10+ years of experience in legal, tax and private client planning for Switzerland.
• Direct client‑facing experience and a self‑starter with experience in owning relationships and seeing transactions through to completion.
• Detailed understanding of the cross‑border regulatory environment and implications for Wealth Planning.
• Solid understanding of insurance structures as an investment and/or estate planning tool.
• Knowledge of generational planning concepts and fiduciary structures and their application on a multi‑jurisdictional basis.
• Experience with the formation of family offices and considerations in philanthropic structuring.
• Financial markets knowledge and corporate structuring experience is helpful though not required.

• Highly service oriented and passionate about client servicing.
• Leadership and driven attitude.
• Team player with a positive attitude, a collaborative spirit that shows drive and commitment.
• Autonomous, multi‑tasking, proactive with a strong sense of responsibility, resilient.
• Systematic, precise and diligent working style and the ability to perform under pressure.
• Always communicate in a friendly, competent and professional manner.
• Reliable and willing to find solutions.
• Trustworthy and discreet personality with high level of risk awareness.
• Personal integrity and ethical behavior.