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Wealth Planning Advisor – Swiss Law & Tax Expert

Remote / Online - Candidates ideally in
Indiana Borough, Indiana County, Pennsylvania, 15705, USA
Listing for: Bank Julius Bär & Co. Ltd.
Remote/Work from Home position
Listed on 2026-03-02
Job specializations:
  • Law/Legal
  • Finance & Banking
Job Description & How to Apply Below
A prestigious private bank is looking for a Wealth Planner to advise on Swiss civil and tax laws. The ideal candidate should possess a Master’s degree in Law or Economics, with 3-5 years of experience in private client services. The role involves collaborating with senior advisors and preparing client documentation. Exceptional communication skills and fluency in French and English are essential for success in this environment.
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