Tax Advisor in Financial Planning

A local bank firmly established in the canton, BCN is a human-sized bank, offering quality services to its private and corporate clients. Proud of our commitments based on ESG principles, recognized as an eco-enterprise and as an equitable employer, we contribute strongly to regional economic life and consider that our success is closely linked to the professional and human qualities of our employees. For you, are autonomy, commitment, responsibility, projects, sustainable development, and training words rich in meaning? We would be pleased to consider with you how they could contribute to revealing your talents within our organization.

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

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

Tax Advisor in Financial Planning

Main tasks

• Holistic approach to the client's financial situation - providence, assets, financing, succession - and more particularly taxation.
• Establishment and presentation of personalized financial planning in accordance with the objectives and life situation of the clients.
• Support for private clients, particularly in Wealth Management and for entrepreneurs, in the global analysis of their financial and tax situation by offering tailor-made solutions.
• Close collaboration with client advisors in the canton, for whom you also act as a referent for technical questions relating to taxation.
• Active support in the development of advisors' portfolios through your expertise and targeted tax advice.
• Monitoring the compliance of financial and providence planning while ensuring their regulatory adequacy.
• Occasional interventions during events intended for clients.

Professional skills and aptitudes

• Completed commercial training supplemented by a specialization in the field of taxation or fiduciary (Federal Diploma of Fiduciary Agent, or even Federal Diploma of Fiduciary or Tax Expert) or an equivalent path.
• Confirmed experience of at least 5 years in fiduciary.
• Solid tax knowledge, particularly in issues affecting natural persons, entrepreneurs, and their assets.
• Pronounced interest in the field of financial planning.
• Mastery of aspects related to wealth transfer, particularly on financial, tax, and succession levels.
• Excellent writing skills in French with mastery of German and/or English at B2 level.

Personal qualities

• Analytical and entrepreneurial spirit
• Rigorous and persevering
• Ease in communication and in contacts with clients
• Sense of priorities and organization
• Ability to work in a team, open, possessing good listening skills
• Ability to defend one's positions by adopting a solution-oriented approach
• Ability to work in a team and transversally with different professions.
• Curiosity and willingness to continually develop one's skills.

We offer

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

Usual workplace: Neuchâtel

Commencement of duties: immediately or to be agreed

Activity rate: 80%-100%

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