Wealth Planning and Estate Strategy Advisor 80-100% (M/F) - PERMANENT POSITION

Your mission

Our client, a Swiss financial institution recognized for the quality of its support and its expertise, is looking for a Wealth Planning and Estate Strategy Advisor to strengthen its team of specialists. Do you wish to put your skills at the service of a demanding clientele composed notably of entrepreneurs, executives, and families with complex estate situations? This opportunity might interest you. Your mission: As a specialist in estate planning, you accompany clients through the different stages of their lives and advise them on high value-added estate issues. You intervene in close collaboration with the wealth management, private banking, and corporate banking teams in order to provide tailor-made solutions adapted to the needs of each client. Your responsibilities: - Accompany clients in their long-term estate reflections - Advise clients in the areas of pension, retirement, taxation, and estate transmission - Develop personalized strategies taking into account family, professional, and succession objectives - Participate in the analysis and structuring of complex estate situations - Collaborate with different internal specialists in order to propose global support - Develop lasting relationships of trust with clients and partners - Contribute actively to the development of the business thanks to your expertise and your network - Ensure compliance with regulatory requirements and quality standards

Your profile

• Higher education in the fields of finance, taxation, pension, or wealth management - Proven experience in estate planning, wealth planning, estate advisory, or estate engineering - Excellent mastery of themes related to pension, retirement, taxation, and succession - Experience with a demanding private clientele, entrepreneurs, or families with complex estates - Advisory sense, listening skills, and client orientation - Ability to simplify technical subjects and establish a relationship of trust - Entrepreneurial spirit and interest in business development - Perfect mastery of French and German Start date: - Immediately or by arrangement Do you wish to accompany a demanding clientele in its most important estate projects? We look forward to discussing with you in complete confidentiality. Who are we? ValJob Permanent is your expert partner in recruitment and placement of permanent staff in Switzerland. Our mission is to become your preferred partner in the search for the ideal job. Supported by our in-depth knowledge of the Swiss market and our values of integrity and transparency, we accompany each talent with total commitment.