Senior Wealth Planner - EE/CIS Focus (Geneva/Zurich)

Pictet

Genf

On-site

CHF 140,000 - 190,000

Full time

23 hours ago

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Job summary

Pictet Wealth Management in Geneva or Zurich seeks a Senior Wealth Planner for its Wealth Solutions unit. The role covers Eastern Europe, CIS and Baltic countries and supports bankers and clients with tax, legal, and wealth-structuring solutions.

You will draw on internal expertise and a network of external advisors, monitor regulatory developments, and contribute to team projects. Fluency in English and Russian is required, with French or German strongly preferred, and residency in Switzerland

Qualifications

University degree in Law or Economics or equivalent.
10+ years in private client work/wealth planning.
Fiscal qualification in the covered jurisdictions is a plus.

Responsibilities

Advise bankers and clients on personal taxation, relocation, real estate, succession, and wealth structuring.
Coordinate legal and tax issues with internal experts and external advisors.
Analyse complex options to propose pragmatic solutions.
Monitor tax, wealth structuring, and regulatory developments for the covered jurisdictions.
Share knowledge with wealth planners and contribute to team projects.
Develop a network of trusted third-party advisors and coordinate with notaries and fiduciaries.
Keep abreast of regulatory changes and attend mandatory trainings.
Collaborate with Wealth Solutions and act as unit ambassador.