jobup-Ref. 694891 | Date: 27/01/2012
Stellenangebote von B-Aron Conseil

Senior Wealth Planner


Genf

Pour une banque privée à Genève nous recherchons un(e)

 

Senior Wealth Planner


 

Mission:  

 

  • Build a "personal wealth planning" approach with emphasis on a client fact find or client needs analysis which is holistic in nature (strategic asset allocation, personal risk management, succession & estate planning, retirement lifestyle planning, family wealth planning). 
  • Advise UHNW/VHNWI clients and prospects on the best tax and estate planning strategy in order to achieve  
  • Work closely with RMs and UHNW/VHNWI clients and prospects to identify the client’s objectives
  • Specialise on International based clients, both Europeans, CIS andMiddle East
  • Be responsible for bringing strong personal expertise, external lawyers, accountants, and other external advisors/approved third-parties and coordinating these relationships for the benefit of La sté Private Office and La sté & Cie 
  • Increase in assets on existing client relationships for the Bank and new mandate for La sté Private Office
  • Client retention for La sté & Cie
  • New cash from new clients for the Bank
  • Revenues collected by the La sté Private Office 

 

He will also be evaluated on qualitative elements:

 

  • Client, RM satisfaction
  • Success in obtaining information regarding the client’s global wealth and family situation
  • Number of client contacts / Number of meetings with prospects
  • Role in developing a tax and estate planning offer 

 

Profile: 

 

 

Essential Technical Knowledge/Skills :

 

v      International tax and legal expertise with ability to understand and advise on cross border issues

v      Strong competences in managing complex international structures

v      Ability to work with UHNWI and to understand their needs

v      Proven ability to bring added-value in the relationship with a client

v      Capacity to bring a professional network and potential new clients

v      Ability to work in a demanding, fast paced environment and to handle multiple, competing priorities and projects at one time

 

 

Qualifications and Experience :

 

v      10 years of experience in International Bank, Family Office or Law Firm

v      LLM, Chartered accountant or International Tax degree

v       Fluent in English and French

v       Entrepreneur mind set  

 

Other Value-added Competencies :

 

v       Languages: Russian  and any other language

 

 

 

 

 

 

 

 




Mindestens erforderliches Profil:
  • Schweizer Bewilligung / C / B
Kriterien des Stellenangebots
Berufsbereiche
Bankwesen, Finanzwesen & Wirtschaft
- Vermögensberatung
- Trust & Offshore

Ort: Genf

Vertragsart : Fest - Vollzeit

Staatsangehörigkeit / Arbeitsbewilligung: Schweizer Bewilligung / C / B

Ausbildungsniveau Universität usw
Infos über die Firma
B-Aron Conseil
Bernardo Aronowicz
info@baronconseil.com
Telefonnummer : 0228600225
http://www.baronconseil.com

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