Head of Wealth Planning

Reporting to senior management, you will be responsible for building and scaling a comprehensive wealth planning offering for Swiss-resident clients, while acting as a trusted advisor to both clients and internal stakeholders.

You will operate at the intersection of wealth structuring, client advisory, and business development, in close collaboration with Private Banking, Investment, and Legal teams.

Head of Wealth Planning

a Private Bank.

Description

Strategy & Platform Development

• Define and implement a structured Wealth Planning offering for the Swiss market
• Develop solutions across pension planning, tax structuring, insurance, and wealth structuring
• Enhance existing capabilities and design new client solutions
• Build internal frameworks, tools, and methodologies

Client Advisory & Expertise

• Advise on complex client situations (entrepreneurs, family structures, priva...