Senior Wealth Planner - Eastern Europe / CIS

Pictet Group; Genf; On-site; CHF 140,000 - 210,000; Full time

Job summary

Pictet Wealth Management is seeking a Senior Wealth Planner to join the Wealth Solutions team in Geneva or Zurich. You will cover Eastern European, CIS and Baltic jurisdictions, guiding bankers and clients on taxation, tax planning, relocation, and sophisticated wealth structures.

The role requires coordinating with internal experts and external advisors to deliver tailored, compliant solutions. You will monitor tax and regulatory developments across covered jurisdictions and contribute to team

Qualifications

• University degree in Law or Economics or equivalent.
• Minimum 10 years of private client wealth planning experience in law, firm, or bank.
• A fiscal qualification in covered jurisdictions would be a plus.
• Fluency in English and Russian; very good command of French or German; additional EE language is an asset.
• Resident in Switzerland or willing to relocate.

Responsibilities

• Guide bankers and clients on personal taxation, relocation, residential real estate investment, succession planning and wealth structuring (private investment companies, trusts, foundations, private funds, life insurance contracts) and other legal matters.
• Coordinate legal and tax issues with internal wealth planning experts and external advisors.
• Analyse options and interpret several possibilities to propose pragmatic solutions.
• Monitor tax, wealth structuring and regulatory developments and inform clients and bankers of opportunities and risks.
• Share knowledge with other wealth planners and contribute to team projects.
• Develop and maintain a network of trusted third-party advisors, notaries, fiduciaries and trust companies and coordinate their use.
• Stay abreast of developments affecting tax, legal and regulatory rules and ensure compliance.
• Ensure cooperation with Wealth Solutions and act as an ambassador for the unit.

Skills

English-Russian fluency

French or German proficiency

Additional EE language

Banking knowledge

Relocation readiness

Education

University degree in Law or Economics

Job description

Your team

Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial services group offers a comprehensive service for wealthy individuals and families, including discretionary and advisory investment solutions and family office services.

PWM is seeking to recruit a Senior Wealth Planner for its Wealth Solutions unit in Geneva or Zurich.

As a member of our Geneva or Zurich-based Wealth Planning team, you will cover Eastern European, CIS and Baltic countries. You will help bankers and their clients/prospects manage tax and legal issues concerning their private wealth and ensure client satisfaction with tailor-made solutions. This role requires you to draw on your own expertise as well as on that of external specialists. You will also follow a strategic business development approach.

Your role

• Guide bankers and clients on personal taxation, relocation, residential real estate investment, succession planning and wealth structuring (private investment companies, trusts, foundations, private funds, life insurance contracts,) and other legal matters.
• Draw on internal wealth planning expertise (for questions pertaining to other markets) and your external network and co-ordinate legal and tax issues.
• Perform the job in a complex environment where you will be required to analyse, summarise and interpret several options to enable you to propose pragmatic solutions.
• Monitor the main tax/wealth structuring/legal developments for the jurisdictions covered (e.g. tax & legal watch, cross-border rules, etc.), and keep both clients and bankers informed of opportunities and risks in these domains (through internal communications, client publications, presentations, workshops, etc.).
• Share knowledge and experience with the other wealth planners by playing an active role at team meetings and actively contribute to overall team projects.
• Develop and maintain a network of trusted third-party advisors, notaries, fiduciaries and trust companies and co-ordinate the use of advisors where required.
• Keep abreast of any developments with tax, legal or regulatory rules that have an impact on WP team activities as well as with internal directives, attending mandatory training sessions and complying with such rules.
• Ensure cooperation and alignment with the activities of Wealth Solutions and act as an ambassador for the unit.

Your profile

• University degree in Law or Economics, or a qualification deemed equivalent.
• At least 10 years’ prior experience in private client work/wealth planning, e.g. in a law firm, big four firm or bank.
• A fiscal qualification in the covered jurisdictions of the zones listed above would be a plus.
• Fluency in English and Russian (written and spoken) is required. A very good command of French or German is strongly preferred. Knowledge of at least one additional Eastern European language is an asset.
• General knowledge of banking and investment services.
• Must be resident in Switzerland or willing to relocate.

As the chosen applicant you will have excellent communication skills and be a strong and open-minded team player. Furthermore, you will be trustworthy and reliable and able to work efficiently on your own without supervision. This position also calls for an entrepreneurial spirit and adaptability.

Ref: SWP/OS/MI

Diversity & Inclusion

Pictet is an equal opportunity employer and is committed to creating a diverse environment. We respect all individuals and seek their inclusion in the workplace.