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Senior Wealth Planner (80-100%)

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LGT
Senior Wealth Planner (80-100%)
  • Actively support our Relationship Managers in all aspects of long-term wealth planning for their European client base (financial, retirement, contingency and estate planning including related domicile decisions)
  • Responsibility for the development and presentation of appropriate wealth concepts and strategies
  • Training of Relationship Managers in wealth planning specific topics
  • Involvement in relevant projects
  • Support the development and maintenance of our international network of external specialists
  • General administrative tasks
  • Degree in law, business administration or economics
  • At least 5 years of practical experience in wealth planning
  • Legal or tax work in an international private client area as well as membership in STEP desirable
  • Advanced training as a financial planner (CFP) desirable
  • Very good written and spoken English and German, further language skills are an advantage
  • Very high client orientation and high degree of initiative and independence

Adresse

Lange Gasse 15 P.O. Box CH-4002 Basel, Switzerland

Über die Firma

LGT

4,0 (2 Bewertungen)

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