Inheritance Advisor: Executor Mandates
Zürcher Kantonalbank und ihre Tochtergesellschaften
Zürich
Key information
- Publication date:04 September 2025
- Workload:100%
- Place of work:Zürich
80% - 100% | Financial Consulting | Zurich | Experienced Professionals
As a leading bank in the Zurich economic area, we support our clients through all important life events related to securing family, planning retirement, managing inheritance, and tax planning. We are convinced that empathetic support on these topics makes the decisive difference in consulting.
In the role of inheritance advisor, you will advise communities of heirs on all questions regarding estate administration and inheritance division. You manage the estate assets and ensure that the deceased person's last will is implemented respectfully and professionally. You can expect a demanding, but also very varied and rewarding task.
Curious and interested? Then we look forward to your application.
In the role of inheritance advisor, you will advise communities of heirs on all questions regarding estate administration and inheritance division. You manage the estate assets and ensure that the deceased person's last will is implemented respectfully and professionally. You can expect a demanding, but also very varied and rewarding task.
Curious and interested? Then we look forward to your application.
Your tasks
- Executing executor mandates and inheritance divisions on behalf of the heirs after thorough training
- Handling the associated correspondence and tax procedures
- Presenting inheritance division proposals to the heirs and subsequent implementation
- Exploiting existing business potential and promoting asset content in generational change thanks to professional support of the heirs
- Close collaboration with other specialists from different areas
Your profile
- Commercial basic training and several years of professional experience, preferably at a bank, notary office, or fiduciary office
- Ideally completed advanced professional training
- Flair for legal issues and accounting
- Precise and efficient working style as well as confident German language skills
- Winning and confident appearance
Our offer
- A committed and motivated team that looks forward to working with you!
- An employer who offers you opportunities to develop personally and professionally and supports you with many offers.
- Self-determined working style with a lot of personal responsibility
- The opportunity to actively shape the further development of our consulting services in a dynamic environment.
- Modern workplaces at the Zurich Cantonal Bank headquarters and flexible working arrangements
Lucie Kulhanek
is happy to assist you.
Phone: 044 292 27 62
is happy to assist you.
Phone: 044 292 27 62
