Wealth Planner (m|f|x) Zürich

For over 150 years, our dedication to being the Global Hausbank for our clients has been driven by our people – in around 60 countries and across more than 150 nationalities.

Their deep understanding, insights, expertise, and passion help our clients navigate an increasingly complex world – be it in our Corporate Bank, our Private Bank, our Investment Bank or our Asset Management division.

Together we can make a great impact for our clients home and abroad, securing their lasting success and financial security.

Wealth Planning Europe, Middle East & Africa (EMEA) is comprised of dedicated front office sales personnel with success specifically linked to the ultimate delivery of Wealth Management solutions. Our success is derived through a holistic and objective approach to help clients identify structural and planning issues and opportunities, building the overall client relationship to help generate new business.

You will discuss planning with clients across their entire financial lifecycle from the early stages of wealth creation to the ultimate disposition of assets.

Aufgaben

• Work with Client Advisors to source and evaluate Wealth Planning opportunities and ensure direct Wealth Planning interaction with identified prospects and clients in order to bring in Assets Under Management (AUM)
• Provide subject matter expertise on broad range of topics including closely held business planning, pre-Investment Banking transaction structuring, Family Office guidance, investment holding structures such as funds and insurance, cross-border planning
• Navigate within a highly regulated environment, including the maintenance and development of Wealth Planning’s regulatory library and related policies & procedures
• Be knowledgeable about the broad range of Wealth Management products including investment, insurance and credit solutions
• Partner effectively with the Client’s independent Tax & Legal Advisors as well as Deutsche Bank’s external partners in the fiduciary space in assessing and implementing potential solutions

Profil / Ihre Qualifikation / Ihre Persönlichkeit:

• Experience in capital markets, legal and/or tax matters on an international basis in a previous Wealth Planning, banking, legal or accounting capacity
• Direct client-facing sales or advisory experience; experience in people management
• Detailed understanding of international legal, regulatory and tax environments; exposure to Corporate Finance transactions is helpful
• Knowledge of Swiss planning solutions including collective investment schemes, insurance bonds and family companies/partnerships; solid understanding of generational planning concepts and fiduciary structures
• Experience with the formation of family office infrastructures and philanthropic vehicles

Das erwartet Sie

• Emotionally and mentally balanced We support you in dealing with life crises, maintaining stability through illness, and maintaining good mental health.
• Physically thriving We support you managing your physical health by taking appropriate preventive measures and providing a workplace that helps you thrive.
• Socially connected We strongly believe in collaboration, inclusion and feeling connected to open up new perspectives and strengthen our self confidence and well being.
• Financially secure We support you to meet personal financial goals during your active career and for the future.

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Kontakt

Standort

Uraniastrasse 9, CH-8001 Zürich