Beschreibung
Entreprise :
Our client is a private bank in Geneva.
Description du poste :
To assist the Head of Wealth Solutions with:
1. Tax Planning and Strategy:
* Develop and implement effective tax planning strategies for private banking clients to optimise financial outcomes.
* Stay abreast of changes in tax laws and regulations to ensure compliance and provide proactive advice.
2. Client Consultation:
* Provide personalised tax advice to high-net-worth clients, addressing their individual needs and financial objectives. Including cross-boarder advice and wealth transfers optimisation.
* Collaborate with Relationship Managers to integrate tax planning into overall wealth management strategies.
3. Compliance and Reporting:
* Ensure compliance with Swiss tax laws and regulations for private banking activities.
* Prepare and review tax returns, ensuring accuracy and adherence to deadlines.
* Educate client on the topic and updates
Description du profil :
Qualifications:
* Bachelor's degree in Law or related field. Legal certifications or ongoing legal studies are a plus.
* Ideally, 1-2 years of experience as a paralegal or in a legal support role.
* Knowledge or experience in tax and LPP pension planning is highly desirable.
* Perfect knowledge of MS Office
* French and English is mandatory; German a big plus.
Skills and Competencies:
* Strong organisational skills with attention to detail.
* Excellent written and verbal communication skills.
* Ability to manage multiple tasks and prioritise responsibilities effectively.
* entrepreunarial mind with the capacity to handle big projects.
* Proficient in legal research and analysis.
* Familiarity with legal software and databases.