Direct message the job poster from Rhone Trust
Rhone is a leading international group founded in 1982 whose key focus is the protection and succession of family wealth. Rhone has 60 experienced staff across offices in the Bahamas, Canada, Hong Kong, Monaco, Singapore and in Switzerland and offers a stimulating and diverse work environment.
SENIOR WEALTH PLANNER (ENGLISH / FRENCH)
JOB DESCRIPTION
* Serve as a trusted advisor to clients on complex wealth planning needs, including estate planning, asset protection, succession planning and philanthropy.
* Develop and maintain strong relationships with clients, Partners, and external professional networks, focusing on prospecting new clients through these channels.
* Regularly assess and refine client wealth structures in collaboration with the Partners, providing strategic advice aligned with personal, financial, and tax objectives.
* Design and recommend tailored wealth structures aligned with clients’ personal, financial, and tax objectives.
* Manage a portfolio of private Trust Clients and structures, ensuring high-quality service and quick resolution of any issues.
* Collaborate with legal and tax advisors to ensure proper structuring across jurisdictions, complying with regulatory and fiscal frameworks.
* Assist in the preparation of client meetings.
REQUIREMENTS
* University degree in Law, Finance, Taxation or related field.
* Minimum 8-10 years of experience in wealth planning, fiduciary services, or private client advisory.
* Fluency in English and French, both oral and written, additional languages are a plus.
* Very good knowledge of Microsoft Office product suite.
* Ability to work independently and as part of a broader team.
* Attention to detail and a structured approach to problem solving.
WHAT WE OFFER
* Pleasant and motivating work environment.
* Regular company sponsored events.
* Competitive compensation and benefits package.
* Opportunities for professional growth and career advancement.
* Paid time off to support charitable activities of your choice.
* Training and development including time-off to pursue professional certifications.
* Paid annual public transportation subscription.
* A complimentary day off on your birthday.
* Flexible work from home policy.
ADDITIONAL INFORMATION
* Location: Geneva
* Start date: As soon as possible
* Work rate: 100%
* Swiss resident
Applicants should send their CVs to: career@rhoneservices.com
Seniority level
* Seniority level
Not Applicable
Employment type
* Employment type
Full-time
Job function
* Job function
Customer Service
* Industries
Financial Services and Trusts and Estates
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