💼 Full-Time Position

International Wealth Planner

🏢
SYZ SA
📍 geneva, geneva, Switzerland
📍
Location
geneva, Switzerland
📅
Posted
June 14, 2026
⏰
Type
Full-Time
🎯

Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.

Job Description

The role will have three components: 

  • Direct Wealth Planning coverage responsibilities for Switzerland and situations with a French nexus;

  • Assist the Head of the team on larger and more complex situations; and

  • Provide administrative support on internal management, legal, compliance and audit requirements as outlined in the Responsibilities below. 

    • Role encompasses the support of internal and external sales efforts through the delivery of technical and marketing expertise across the Bank’s international business (40+ countries) although the focus will be on Switzerland. Knowledge of the French market would be useful even though the Bank does not proactively market into France. 

    Key responsibilities

    The role of a Wealth Planner within the Syz Group goes well beyond the traditional fiduciary and dispositive planning required in the industry. In large part, this is due to our status as a family-owned bank with a long-term...