Conseiller stagiaire au sein de Sun Life, participant au programme de perfectionnement en conseils financiers. Aide à établir des relations durables avec les clients grâce à la formation et à l'expérience pratique.
About the role
- Legal Consultant providing guidance on family and inheritance law for a Swiss bank. Responsibilities include client consultations, document creation, and staff training in legal topics.
Responsibilities
- Conducting independent client consultations
- Drafting documents such as marriage contracts, cohabitation agreements and inheritance contracts
- Handling estate settlements and estate administration
- Delivering presentations
- Conducting internal training sessions
- Expanding the range of services offered
Requirements
- (Business) lawyer or notary; paralegal candidates considered
- Knowledge of banking operations and processes
- Knowledge of adult protection law (guardianship)
- Professional experience in inheritance/estate advisory
- Analytical, team-oriented personality
- Self-motivated with diplomatic skills
- Strong communication skills
- Affinity for IT and proficient MS Office skills
- Mobility / willingness to travel
- Fluent in German and English
Benefits
- Independent client consultations
- Preparation of documents
- Handling estate settlements
- Delivering presentations
- Conducting internal training
- Expansion of the service offering
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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