Senior Wealth Planner / New Markets
Lombard Odier
Genève
vor 2 Tg.

Lombard Odier recherche une personne susceptible de remplir ce cahier des charges :

Bureau : Genève

Niveau d'expérience : Senior

Your mission :

  • Analyse the legal and tax situation of clients residing predominantly in the Middle East, as well as Eastern Europe and Turkey.
  • Understand their objectives, define their needs and advise them accordingly
  • Ensure a proper implementation of the advice provided, and review same
  • Assist colleagues of the Group on day-to-day matters related to wealth planning issues
  • Regular travels required
  • Desired profile :

  • Law Degree or equivalent qualification
  • Minimum 10 years’ experience advising Private Clients in tax, estate and succession planning within an International Private Bank, Consulting or Law firm
  • Experience and good understanding of issues faced by families with international connections
  • A good understanding of sharia issues and in-depth knowledge of estate and succession planning instruments such as life-insurance and trusts
  • Solid experience dealing with High net worth Individuals and issues related to Family Governance and Business Succession
  • Team player
  • Excellent knowledge of English and French, Arabic plus
  • Strong client-orientation
  • STEP qualification a plus
  • Réf. : 705 - KRO

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