Description

We are looking for a senior Wealth Planner / Financial Planner to join our clients team in a central role in the structuring, and long-term client planning.A fast-growing External Asset Manager based in Geneva, serving a client base with independent and tailored investment solutions.Description- Design and implement holistic wealth and financial planning for HNW and UHNW clients- Lead portfolio structuring and including asset risk management and investment efficiency- Advise on wealth structuring, retirement planning, succession and legacy planning- Support the firm s growth by developing internal processes, tools and best practices- Act as a senior point of reference for complex client in client meetings and closely with managers and investment partnersProfile- Senior-level experience (typically 10+ years) in wealth planning, financial planning or investment advisory- Strong background within the Geneva wealth management ecosystem (EAM, bank, multi-family office or advisory)- Expertise in portfolio construction and working with clients (persons, cross-border clients, or structures) is a strong plus- Solid understanding of wealth management standards and mindset combined with a hands-on, solution-oriented approach- Fluent in French and EnglishJob Offer- A key and visible role within a growing and entrepreneurial EAM jid63286ccaen jit0417aen jpiy26aen