Do you enjoy working on topics related to inheritance planning, estate law, and wealth succession?
Then the role of Inheritance Advisor (m/f/d) might be a great fit for you!

Our client, a leading financial services institution in the field of inheritance and estate advisory, is looking for an expert to support them in professionally guiding clients through the structured transfer of wealth to the next generation.

As an Inheritance Advisor, you will provide expert advice in the domain of inheritance consulting, marital and inheritance law, and asset succession planning.

Setting:

As part of the Estate Planner/Advisory advisory team, you will be focused on delivering the best possible solutions for private clients and supporting regional client banks, primarily in the areas of Solothurn, Bern, Olten, and Aarau.

Focus:

• Independent client advisory in matters of marital property law, inheritance law, cohabitation, residential property, and child and adult protection law

• Drafting of legal documents and contracts such as wills, inheritance and marriage contracts, cohabitation agreements, advance care directives, and memoranda

• Acting as a point of contact for questions related to child and adult protection measures

• Contributing to the design and delivery of professional training for wealth advisors and acting as a speaker at client events

• Participation in projects and working groups

• Willingness to travel within the defined region
• Fluent Knowledge of both English and German is required

Background:

To be successful in this role, you bring prior experience in inheritance advisory, ideally within a financial services or banking environment, along with a completed legal education (e.g. law degree, notary qualification, or a university of applied sciences degree in business law).

Duration:This is a permanent position, starting immediately or by agreement.

Workload:100%

For more information about this Estate Planner/Advisor opportunity or any other roles I am currently working on, please send your CV to:

vuk.susa-stupar@nicollcurtin.com

+41 43 508 26 71