Found Description
A privately owned and family-managed fiduciary based in Geneva is looking for their new Wealth Planner.
Responsibilities
- Develop and maintain long-term relationships with Ultra High Net Worth (UHNW) clients and intermediaries
- Provide tailored wealth planning solutions across trust, estate, succession, and asset structuring matters
- Manage and grow a portfolio of international private clients while ensuring high service standards
- Identify new business opportunities and actively contribute to business development initiatives
- Leverage and expand an existing professional network of clients, advisors, family offices, and intermediaries
- Coordinate with internal and external stakeholders including legal, tax, and fiduciary specialists
- Support marketing and client acquisition activities through networking events, presentations, and relationship management initiatives
- Ensure compliance with regula...
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