Inheritance Advisor: Executor Mandates

Zürcher Kantonalbank und ihre Tochtergesellschaften

Zürich

Key information

Publication date:04 September 2025
Workload:100%
Place of work:Zürich

Job summary

Join a leading bank in Zurich focused on financial advisory services. Enjoy a supportive work environment with growth opportunities.

Tasks

Guide inheritance communities through estate management and distribution.
Handle related correspondence and tax procedures effectively.
Collaborate with specialists to enhance asset value during generational transitions.

Skills

Commercial training with experience in banking, notary, or fiduciary services.
Strong understanding of legal matters and accounting principles.
Excellent communication skills and a confident presence.

Is this helpful?

80% - 100% | Financial Consulting | Zurich | Experienced Professionals

As a leading bank in the Zurich economic area, we support our clients through all important life events related to securing family, planning retirement, managing inheritance, and tax planning. We are convinced that empathetic support on these topics makes the decisive difference in consulting.

In the role of inheritance advisor, you will advise communities of heirs on all questions regarding estate administration and inheritance division. You manage the estate assets and ensure that the deceased person's last will is implemented respectfully and professionally. You can expect a demanding, but also very varied and rewarding task.

Curious and interested? Then we look forward to your application.

Your tasks

Executing executor mandates and inheritance divisions on behalf of the heirs after thorough training
Handling the associated correspondence and tax procedures
Presenting inheritance division proposals to the heirs and subsequent implementation
Exploiting existing business potential and promoting asset content in generational change thanks to professional support of the heirs
Close collaboration with other specialists from different areas

Your profile

Commercial basic training and several years of professional experience, preferably at a bank, notary office, or fiduciary office
Ideally completed advanced professional training
Flair for legal issues and accounting
Precise and efficient working style as well as confident German language skills
Winning and confident appearance

Our offer

A committed and motivated team that looks forward to working with you!
An employer who offers you opportunities to develop personally and professionally and supports you with many offers.
Self-determined working style with a lot of personal responsibility
The opportunity to actively shape the further development of our consulting services in a dynamic environment.
Modern workplaces at the Zurich Cantonal Bank headquarters and flexible working arrangements

Lucie Kulhanek
is happy to assist you.
Phone: 044 292 27 62