Estate Planner

We are looking for an Estate Planner for Swiss domiciled individuals with accountancy expertise

Function

You are in charge of setting up the Estate Planning for Delen (Suisse) S.A. and performing the regulatory accountancy reporting

Profile

  • Swiss tax expert and wealth planner for private individuals domiciled in Switzerland
  • Swiss accountancy expert
  • University degree in economics or law
  • Experience in Belgian wealth planning is an advantage
  • Minimum 10 years of experience in Swiss Private banking
  • Experienced with dealing with HNWI private banking clients
  • Strong and proven commercial abilities in client development
  • Entrepreneurial, creative, team player, charismatic
  • French and English spoken

Interested?

e-mail: info@delen.ch

 
 
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