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The role will have three components:
Direct Wealth Planning coverage responsibilities for Switzerland and situations with a French nexus;
Assist the Head of the team on larger and more complex situations; and
Provide administrative support on internal management, legal, compliance and audit requirements as outlined in the Responsibilities below.
Role encompasses the support of internal and external sales efforts through the delivery of technical and marketing expertise across the Bank’s international business (40+ countries) although the focus will be on Switzerland. Knowledge of the French market would be useful even though the Bank does not proactively market into France.
Key responsibilitiesThe role of a Wealth Planner within the Syz Group goes well beyond the traditional fiduciary and dispositive planning required in the industry. In large part, this is due to our status as a family-owned bank with a long-term...