Zürcher Kantonalbank und ihre Tochtergesellschaften
Zürich
8 hours ago
Senior Inheritance Advisor: Executor of Wills
- 26 March 2026
- 100%
- Zürich
About the job
80% - 100% | Wealth Planning | 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 Senior Inheritance Advisor / Executor of Wills, you advise heir communities on all questions regarding estate administration and inheritance division. You can expect a demanding yet very varied and rewarding task.
In the role of Senior Inheritance Advisor / Executor of Wills, you advise heir communities on all questions regarding estate administration and inheritance division. You can expect a demanding yet very varied and rewarding task.
Your tasks
- Carrying out will executions and inheritance divisions on behalf of the heirs
- Handling the associated correspondence as well as tax procedures
- Preparing and presenting inheritance division proposals to the heirs and subsequently implementing them
- Exploiting existing business potential and promoting asset preservation during generational change through professional support of the heirs
- Collaborating with various specialists from other areas
Your profile
- Commercial basic training as well as completed advanced professional training (preferably legal)
- Several years of professional experience at a bank, notary office, law firm, or fiduciary office
- Flair and enthusiasm 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 looking 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 headquarters of Zürcher Kantonalbank 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
