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.