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  • Experienced Lawyer with a demonstrated history of working in the financial services industry. Skilled in International Project Management, advising private clients and affluent families, Connectors, and International Wealth Structuring . Strong communicator and speaker.
  • Profession
  • Fiduciary / Law / Tax / Consulting
    Financial Advice / Tax
  • Industry
  • Banking / Finance
  • Availability
  • Immediate
  • Years of experience
  • Over 15 years
  • Education
  • Masters / MBA
  • Type of contract
  • Permanent
  • Working time
  • Full Time 100%
  • Salary
  • 150'000 to 200'000 CHF
  • Travel
  • Flexible
  • Geographical mobility
  • International
Experience
Senior Relationship Officer
July 2008 - June 2011
Senior Trust Manager
November 2013 - November 2014
Independent Advisory Services.
December 2014 - August 2017
Independent Practice • Geneve • Switzerland
Senior Wealth Planner
August 2017 - February 2019
Rhône Trust (Switzerland) • Geneve • Switzerland
Senior Wealth Planner
February 2019 - June 2019
CJC & Advisors (Switzerland) • Genève • Switzerland
Education
University of Geneva, School of Economics and Social Sciences (Law, Business, Ethics) (Certificate of Advanced Studies on Corporate Social Responsibility) • Genève • Switzerland
Graduate Institute of International and Development Studies (IHEID) (Law) ((suspended for professional reasons)) • Genève • Switzerland
Highlights
  • Skilled in International environment; advising private clients and affluent families from different cultures; Connector; strong communicator and speaker.
Skills
  • International Clients Prospection
    Expert
  • Latin America
    Expert
  • International Estates
    Expert
Art
  • Art Law
    Expert
  • Art as wealth
    Advanced
  • Art Market
    Good
Law
  • Wealth Planning
    Expert
  • Wealth Advisory
    Expert
  • Private Clients
    Expert
  • Asset Protection
    Expert
  • Succession Planning
    Expert
Languages
  • Portuguese
    Expert
  • English
    Expert
  • Spanish
    Expert
  • French
    Advanced
  • Italian
    Intermediate