Consulente Fiscale (Private Banking) - ref. 1117 — Cornèr Banca
- Lieu
- Lugano
- Contrat
- full-time
- Publié
- Hier
Vue d’ensemble du poste
We are seeking an experienced Tax Advisor to join our Private Banking Division.
The successful candidate will serve as the technical point of contact for private and commercial clients residing in Switzerland and beyond, working closely with client advisors and the Swiss pension specialist to provide integrated, high-level wealth management advice.
The ideal candidate possesses in-depth knowledge of Swiss taxation and a strong aptitude for direct client consulting (“face-to-face”), combining technical expertise with interpersonal skills.
- We are seeking an experienced Tax Advisor to join our Private Banking Division.
- The successful candidate will serve as the technical point of contact for private and commercial clients residing in Switzerland and beyond, working closely with client advisors and the Swiss pension specialist to provide integrated, high-level wealth management advice.
- Key Responsibilities
- Client Consulting: Support clients on tax matters related to investments, wealth and estate planning, and corporate issues;
Responsabilités principales
- Key Responsibilities
- Client Consulting: Support clients on tax matters related to investments, wealth and estate planning, and corporate issues;
- Interdisciplinary Collaboration: Work within the Tax and Pension Advisory Team in synergy with the colleague dedicated to pension advisory services to meet clients’ needs and requests, while also supporting Relationship Managers in analyzing and developing the client portfolio;
- Support operational services (PBBS) in managing and resolving issues related to Swiss and foreign tax certifications, liaising with the Federal Tax Administration (FTA) as needed;
- Manage, analyze, and validate, in consultation with the PBBS and in accordance with respective areas of expertise, tax certificates, ensuring their accuracy and regulatory compliance;
- Provide support to the Investment Strategy Team regarding the tax treatment of financial products, with particular focus on clients residing in Switzerland and, to a lesser extent, clients residing in markets relevant to the Bank;
- External network management: coordinate with external law and tax firms to handle complex cases, estate planning matters, and asset protection, and to refer clients to external specialists when necessary.
- Continuous professional development: constantly monitor developments in Swiss and international tax regulations, ensuring that the bank and colleagues remain up to date on relevant issues.
- Operational autonomy: Manage requests and projects independently, ensuring a high standard of service and confidentiality.
Processus de candidature
- Bank Support: Requests for initial support may be submitted as needed regarding Swiss tax matters related to the application of withholding tax, VAT, and transaction stamp tax (non-exhaustive list) for the Corporate Center (Finance) and Markets Back Office services.
Détails supplémentaires
- Languages: Excellent command of at least two national languages (preferably Italian/German) and English (written and spoken).
- Ability to synthesize information and translate complex technical concepts into solutions that clients can understand. Resident in Ticino or willing to relocate
Notes et contenu original
- Soft Skills:
- Ability to synthesize information and translate complex technical concepts into solutions that clients can understand.
- Resident in Ticino or willing to relocate
Questions sur cette offre
Quel salaire propose Cornèr Banca pour ce poste ?
Cornèr Banca indique CHF 49 500 - 75 000 bruts par an pour ce poste à Lugano. Il s'agit du salaire publié dans l'annonce d'origine (ou, si l'employeur ne précise pas de montant, d'une estimation réaliste pour le rôle et le secteur) — le calculateur de ce site le convertit en net réel une fois l'impôt frontalier et les cotisations sociales appliqués.
Est-ce un poste à temps plein, et quel type de contrat propose Cornèr Banca ?
Cette offre est un poste en temps plein. Le type de contrat affiché ici provient directement de l'annonce originale de l'employeur ; confirmez toujours les horaires exacts, le préavis et la durée d'essai avec Cornèr Banca pendant le processus de candidature, ces détails pouvant varier même au sein de la même catégorie de contrat.
Ai-je besoin du permis G pour postuler à ce poste au Tessin en tant que frontalier italien ?
Oui, si vous résidez en Italie dans la zone frontalière des 20 km. L'employeur suisse dépose la demande de permis G à l'office cantonal des migrations du Tessin après signature du contrat — la première délivrance prend 2-6 semaines, puis renouvellement annuel automatique tant que l'emploi se poursuit. Un retour hebdomadaire à votre domicile italien est requis pour conserver le statut.
Comment postuler à ce poste chez Cornèr Banca ?
Utilisez le bouton « Postuler maintenant » sur cette page — il renvoie directement à l'annonce originale de Cornèr Banca sur jobs.corner.ch, votre candidature arrive donc directement dans le système de suivi des candidatures de l'employeur. Frontaliere Ticino ne collecte ni ne transmet lui-même les candidatures.
