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Head of Wealth Planning

Geneva Permanent View Job Description
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.

Added 01/06/2026

  • You have at least 10-15 years experience in Wealth Planning in Private Banking
  • You'd like to create a department from scratch in a Private Bank

About Our Client

a Private Bank.

Job 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, private assets)
  • Provide expertise on Swiss taxation, pension systems, and succession planning
  • Deliver tailored, high-value structuring recommendations



Commercial Impact & RM Support

  • Act as a senior advisor to Relationship Managers in client acquisition and development
  • Participate in key client meetings and strategic discussions
  • Contribute directly to revenue generation through advisory and structuring solutions



Partnerships & Business Development

  • Develop external partnerships within pensions, insurance, and structuring ecosystems
  • Expand the bank's capabilities through selected strategic collaborations



Internal Leadership

  • Collaborate closely with cross-functional teams (Investment, Legal, Product)
  • Promote a structured approach to wealth planning across the organisation
  • Deliver training and thought leadership internally



The Successful Applicant

Candidate Profile

  • 10-15+ years of experience in Wealth Planning / Wealth Structuring within a private bank or similar environment
  • Strong expertise in Swiss taxation, pension systems (BVG/LPP, 3a/3b), and succession planning
  • Proven ability to build and structure an offering or platform
  • Experience advising HNW / UHNW clients and entrepreneurs
  • Ability to combine technical depth with commercial mindset
  • Strong stakeholder exposure and client-facing credibility
  • Entrepreneurial approach and ability to operate in a developing environment
  • Fluent in French and English (German a plus)



What's on Offer

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Quote job ref
JN-052026-7023660

Job summary

Job Function
Banking & Financial Services
Specialisation
Accountancy & Finance
Industry
Financial Services
Location
Geneva
Contract Type
Permanent
Job Reference
JN-052026-7023660

PageGroup is an equal opportunity employer committed to workforce diversity, both as an employer as well as a recruitment service provider. Each recruitment decision we make for people we hire and people we place into new roles is based solely on the candidates’ knowledge, experience and skills.