Monday 26 August 2019
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UK Wealth Planner, Private Banking - Zurich

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Type:Permanent
Hours:Full Time
Reference:42084001
 

Full Description

AP Executivehttps://www.ap-executive.com/On behalf of an international bank, we have been instructed to find an experienced UK qualified wealth planner with at least 5 to 10 years PQE. The role will be an advisory one working in a team and dealing with the banks relationship managers and their clients providing estate and succession planning advice.You should have a private client background gained either with a law firm or a well-known accountancy practice. A legal professional qualification and / or a certified tax advisory qualification is essential. Ideally you should also be STEP qualified and also have an understanding of the Benelux region.You need to have a confident approach with excellent presentation skills and ideally are already working in Switzerland or have worked in Switzerland at some stage during your career.For further information please contact Gina Le Prevost FIRP DipRP on +41 22 731 1290 or email gina@ap-executive.comThe AP Group is acting as an Employment Business in relation to this vacancy. By submitting your CV for consideration, you are consenting to its retention for the purpose of securing you work. Any information you provide to AP Group and its subsidiaries will be subject to the protection of GDPR, our policy for which can be found at https://www.apgroupglobal.com/privacy-notice/

For more information please visit https://www.ap-executive.com//en/job-details/?id=uk-wealth-planner-private-banking-zurich-393004.


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