Inheritance Consultant

Inheritance Consultant (m/f/d) In the field of inheritance consulting, we are further expanding capacities to professionally accompany our clients in the orderly transfer of assets to the next generation. To strengthen our inheritance consulting team with a place of work at Zürich-Flughafen (The Circle), we are looking for a communicative and innovative personality as an Inheritance Consultant (m/f/d) to support Raiffeisenbanken in the Central Switzerland/Mittelland region, starting immediately or by arrangement. Inheritance Consultant (m/f/d) What awaits you? Independent client consulting in the topics: matrimonial property and inheritance law, cohabitation, residential property, as well as child and adult protection law, taking tax aspects into consideration Preparation of documents and contracts: wills, marriage and inheritance contracts, cohabitation agreements, advance directives, as well as memoranda, etc. Point of contact for questions regarding child and adult protection law measures Co-design and implementation of professional training and further education for wealth advisors, as well as speaker activities at client events Participation in projects and working groups Willingness to travel (activity primarily takes place in Central Switzerland/Mittelland) What do you bring with you? Successfully completed basic legal training (e.g., law studies, notary training, FH in the field of business and law) At least 1 to 2 years of relevant professional experience in inheritance consulting, ideally at a financial service provider Consulting flair, coupled with initiative, networked and entrepreneurial thinking, and diplomatic skill Communicative and customer-oriented personality with a winning appearance as well as high quality awareness Very good German skills We offer flexible working models The work-life balance of our employees is important to us. Therefore, we create the conditions so that working hours can be designed flexibly – with offers for mobile working, home office, and part-time positions. We maintain a familial environment Cooperative values are our pillars: Together. For each other. They shape our cooperation and our interaction with one another. The "Du" culture creates personal proximity and equality across all functional levels. We live diversity and equal opportunity We promote the different perspectives, experiences, and competencies in our teams. Because this diversity makes us special and contributes decisively to our success. We offer collective profit sharing instead of individual bonuses We bring collective performance to the forefront. Therefore, we have collective profit sharing instead of individual bonus payments. This promotes a healthy corporate culture in which overarching goals are pursued together. We promote personal and professional development Lifelong learning is part of our culture. We create space for individual professional and personal development and support our employees specifically – with a diverse internal educational offering as well as a cost contribution for external further training. We make "living healthy & working" a program With our holistic offering "living healthy & working", we support our employees in finding and maintaining a healthy balance between professional and private life in the long term. Do you have questions? For content-related questions about the position: Rehefeldt Head of Specialist Center Inheritance Consulting +41 (44) 7453984 For questions about the application process: Saskia Wollfart Recruiting Partner +41 (71) 4241732 About us jpidec6e6bdjm jit0730jm jiy26jm