Lawyer with a focus on wealth planning, LATAM (m/w/x) Zürich

VollzeitVor OrtSenior

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Nejo KI-Zusammenfassung

Legal and tax guidance for private clients in LATAM markets, focusing on family governance, philanthropy, and succession planning. Highly skilled Spanish speaking lawyer with 10+ years of private banking or legal practice experience required. Work in wealth management, advising on family governance, philanthropy, and relocation.

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Anforderungen

Highly skilled Spanish speaking lawyer
Private legal matter expert in Latin American markets, including Mexico
Legal focus on family governance, philanthropy, relocation, succession planning, taxation, and wealth structuring
Minimum 10 years legal and trust advisory experience in private bank, legal practice, or family office
Strong knowledge of LATAM (especially Mexico) legal and tax structure
Advising private clients on LATAM legal and tax matters
University degree in Law (Latin American qualification)
Master's in tax or related field
Additional qualifications on family governance or STEP accreditation (advantageous)
Native Spanish speaker
Fluent English
Client-centric approach
Passion for advising private clients
Engaging personality
Ability to instil trust with demanding clients and private bankers
Capacity to travel to LATAM several times a year
Strong work ethic
Ability to collaborate with different stakeholders
Excellent presentation skills
Excellent written communication skills
Excellent verbal communication skills

Aufgaben

Provide legal and tax guidance to private clients
Introduce wealth planning products and solutions
Act as a private legal matter expert in Latin American markets
Provide expertise on family governance, philanthropy, and relocation
Offer guidance on succession planning and wealth structuring
Advise on taxation matters
Provide strategic and holistic wealth planning guidance to RMs
Coordinate the wealth planning process with internal and external experts
Implement solutions like private insurance, trusts, and foundations
Collaborate with internal and external providers on solutions
Serve as a subject matter specialist in client-facing interactions
Travel to meet with clients alongside RMs
Support RMs with training on wealth planning
Facilitate knowledge transfer on wealth planning topics
Assist stakeholders with wealth planning services and products

Berufserfahrung

10 Jahre

Ausbildung

Bachelor-AbschlussODER

Master-Abschluss

Sprachen

Spanisch – fließend

Englisch – verhandlungssicher

Von Nejo automatisch aufbereitet

Nejo hat diesen Job automatisch von der Website des Unternehmens CH10 - BJB Bank Julius Baer & Co. Ltd. erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.

Zur Originalanzeige bei CH10 - BJB Bank Julius Baer & Co. Ltd.

Über das Unternehmen

FinancialServicesZürich

The company is focused on wealth management and aims to create value beyond wealth.

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