Wealth Transition / Planning Expert

About Us
 

Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets.

Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet.

We have 4,600 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions – Global Advisory, Wealth Management, Asset Management and Five Arrows.

As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward.

Rothschild & Co is committed to an inclusive and supportive environment where different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference.

Overview of Role

Wealth management means more than just investing - it means planning for the future, leaving a legacy and making sure all the hard work clients are putting in today continues to pay off for generations.

Whether our clients are selling a business, saving for retirement or preparing the next generation for wealth, our dedicated Wealth Planning Expert will offer thoughtful, practical guidance on how to navigate the way forward.

The respective candidate will advise and guide mainly international UHWNI clients in a comprehensive manner on the topic of wealth transition by structuring solutions adapted to their personal situations. This function is expected to develop and deliver a Wealth Transition offering, to existing and prospect clients of Rothschild & Co Bank Switzerland, in close cooperation with other parts of the Group.

Responsibilities

• Develop and implement a systematic Wealth Transition offering for our clients including tracking of commercials
• Prepare proposals to clients and prospects from different jurisdictions with consideration to aspects of wealth transition (focus on international context and use of structures such as but not limited to trusts, foundations, private label funds)
• Act as sparring partner to client advisors on wealth planning matters, including coaching / training and participation in client meetings
• Develop and maintain a network of legal and tax advisors and other third-party service providers across different jurisdictions
• Liaising and collaborating with wealth planners / transition experts from other locations of Rothschild & Co to leverage and expand our know-how and expertise
• Participate in selected internal and external events as a guest and/or speaker

Education and Qualifications

• Minimum of 10 years professional experience, preferably in the wealth transition / planning department of a financial institution or in an international law firm
• In-depth knowledge and experience of a broad spectrum of financial planning instruments such as trusts, foundations, partnerships and private label funds
• Legal degree
• STEP Certification is an asset
• Training and ongoing education in wealth planning and taxation
• Very good communication skills in English (written and spoken), other language skills are an advantage
• A focus on customer service excellence is a must; sensitivity and empathy is a pre-requisite

Experience, Skills and Competencies Required

• At least 5+ years of a successful track record of wealth transition cases for wealthy families
• Ability to handle complex projects across business units and jurisdictions to achieve long term goals
• Ability to prioritize, plan and control activities to achieve goals
• Strong advisory and sales skills
• Strong organisational skills, independent working style, flexible
• Able to lead, develop and train staff members and transmit know-how
• Capable of problem-solving, acting independently on mandates assigned
• Entrepreneurial spirit, taking ownership
• High energy, high impact and solution focused individual
• Willingness to travel

Benefits

• Rothschild & Co is committed to safeguarding and enhancing the health and wellbeing of all its employees. To support this, Rothschild & Co provides all employees with a range of healthcare services and benefits that aim to support their overall wellbeing
• We are conducive to creating a working environment and culture where people can succeed
• We provide a variety of inhouse trainings, as well as tuition assistance for further education and training courses
• Everyone can choose to incorporate agile working principles into their working week
• We have learned a great deal about the adaptability, commitment and resilience of our people. We believe there are opportunities for all of us to enhance our working lives and outcomes, by applying a more flexible approach to where and when we work and up to 40% of your work time can be performed from home

If you are curious to learn more about us and have valuable experiences in a similar role, then please submit your CV, work certificates, diplomas and a Cover Letter through our recruitment tool.