Zürcher Kantonalbank und ihre Tochtergesellschaften
Zürich
Team Leader: Inheritances
- 12 September 2026
- 100%
- Zürich
Job summary
Join a leading bank in Zürich, specializing in wealth planning. Embrace an opportunity with a supportive team environment and excellent benefits.
Tasks
- Lead and develop a team of 5 in inheritance consulting.
- Advise clients on marriage, inheritance, and protection law.
- Manage executor mandates and inheritance divisions for clients.
Skills
- Higher education in law or equivalent with leadership experience.
- Strong communication and empathy skills for client interactions.
- Excellent knowledge of Swiss inheritance and family law.
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About the job
80% - 100% | Wealth Planning | Zurich | Experienced Professionals with Personnel Responsibility
As a leading bank in the Zurich economic area, we accompany our clients through all important life events related to securing family, planning retirement, arranging inheritance, and tax planning. We are convinced that empathetic support on these topics makes the decisive difference in advice.
In the role of Team Leader: Inheritances, you take responsibility for a specialised team and are the central contact person for the Winterthur and Oberland regions. Together, you ensure that our clients are optimally cared for during sensitive life phases and can rely on our expertise.
Your tasks
- Leading and developing a team of 5 employees
- Advising clients on matrimonial property and inheritance law as well as adult protection law and preparing the necessary arrangements such as wills, marriage and inheritance contracts, advance directives, etc.
- Managing executor mandates and inheritance divisions on behalf of heirs and taking over mandate leadership from other employees
- Exploiting existing business potential through needs-oriented and comprehensive advice
- Being responsible for the further development of inheritance services and actively participating in projects
- Representing and advocating for the team internally and externally
- Acting as the central contact person for the Winterthur and Oberland regions in all matters relating to inheritances
Your profile
- Completed higher professional education (law degree, notary patent or comparable qualification)
- Several years of professional and leadership experience in inheritance advice and conducting inheritance divisions, preferably at a financial service provider
- Very good knowledge of Swiss matrimonial property, inheritance and adult protection law as well as a flair for complex issues
- High advisory competence in dealing with demanding client situations and sensitive life phases
- Empathy, strong communication skills and enjoyment in dealing with people characterise you
- With your winning, confident appearance, you motivate employees and lead them to success
- Very good German skills in spoken and written form, as well as good English skills; any additional language is an advantage
Our offer
- Motivated, self-organised and cheerful team looking forward to you
- Exciting and diverse range of tasks with many networking opportunities in Wealth Planning and in the Winterthur and Oberland regions
- We offer you space for your ideas and thus shape the bank of tomorrow
- Your career is important to us as an employer. We accompany you on your path and support you with targeted offers
- Central workplace at our headquarters on Bahnhofstrasse with good transport connections
- Flexible working hours, mobile working and compatibility of work and private life are a matter of course for us
- We offer a collegial and appreciative collaboration at eye level with the opportunity to actively help shape things
- Comprehensive package with attractive base salary, variable remuneration and versatile benefits
Patrik Weymann
is happy to assist you.
Phone: 044 292 27 65
is happy to assist you.
Phone: 044 292 27 65
