Zurück zur Suche

Head of Wealth Planning

Genf Festanstellung 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.

hinzugefügt 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

Firmenprofil

a Private Bank.

Stellenbeschreibung

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



Anforderungsprofil

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)



Sonstige Informationen

.

Referenznummer angeben
JN-052026-7023660

Zusammenfassung

Berufsfeld
Bank- & Finanzwesen
Näheres Berufsfeld
Buchhaltung & Finanzen
Branche
Financial Services
Ort
Genf
Vertragsart
Permanent
Referenznummer
JN-052026-7023660

Die PageGroup verpflichtet sich zu Chancengleichheit, als Arbeitgeber genauso wie als Dienstleistungsunternehmen. Wir treffen Rekrutierungsentscheidungen ausschließlich basierend auf Erfahrungen und Fähigkeiten der Bewerberinnen und Bewerber. Diese Maxime gilt nicht nur für unsere Mitarbeiterinnen und Mitarbeiter, sondern auch für unsere Arbeit in der Recruiting-Branche.