Tax Advisor in Financial Planning

About the job

A locally established bank firmly rooted in the canton, BCN is a human-sized bank offering quality services to its private clients and businesses. Proud of our commitments based on ESG principles, recognised as an eco-company and as a fair employer, we contribute significantly to the regional economic life and consider that our success is closely linked to the professional and human qualities of our collaborators. For you, are autonomy, commitment, responsibilities, projects, sustainable development and training meaningful words? We would be pleased to discuss with you how they could help reveal your talents within our organisation.

In our desire to develop financial planning activities in Neuchâtel, we wish to strengthen our team with a profile possessing solid tax skills and a strong interest in comprehensive financial advice.

For immediate start or to be agreed, we are looking for a

Tax Advisor in Financial Planning

Main tasks

• Holistic approach to the client’s financial situation - pension, assets, financing, inheritance - and particularly taxation.
• Preparation and presentation of personalised financial plans compliant with the client’s objectives and life situation.
• Support for private clients, especially Wealth Management and entrepreneurs, in the comprehensive analysis of their financial and tax situation by offering tailored solutions.
• Close collaboration with client advisors in the canton for whom you also act as a technical reference for tax-related questions.
• Active support in developing advisors’ portfolios through your expertise and targeted tax advice.
• Compliance control of financial and pension plans while ensuring their regulatory adequacy.
• Occasional participation in client events.

Professional skills and aptitudes

• Completed commercial training supplemented by specialisation in taxation or fiduciary services (Federal Certificate of Fiduciary Agent, or Federal Diploma of Fiduciary or Tax Expert) or equivalent experience.
• Proven experience of at least 5 years in fiduciary services.
• Strong tax knowledge, particularly regarding issues affecting individuals, entrepreneurs and their assets.
• Marked interest in the field of financial planning.
• Mastery of aspects related to asset transfer, especially financial, tax and inheritance matters.
• Excellent writing skills in French with proficiency in German and/or English at B2 level.

Personal qualities

• Analytical and entrepreneurial mindset
• Rigorous and persevering
• Ease in communication and client contact
• Sense of priorities and organisation
• Ability to work in a team, open, with good listening skills
• Ability to defend one’s positions adopting a solution-oriented approach
• Ability to work in a team and cross-functionally with different professions.
• Curiosity and willingness to continuously develop skills.

We offer

• Certified and job-oriented training
• First-class social benefits and attractive working conditions
• Varied work throughout the canton
• Dynamic working atmosphere
• A human-sized establishment

Usual workplace: Neuchâtel

Start date: immediate or to be agreed

Work rate: 80%-100%