Back to search

Wealth Planner - Financial Services

Geneva Permanent View Job Description
We are looking for a senior Wealth Planner / Financial Planner to join our clients team and play a central role in the structuring, optimisation and long-term positioning of client portfolios.

Added 22/04/2026

  • You come from a bank or a independant wealth management firm
  • You are an experienced Financial Planner

About Our Client

A fast-growing External Asset Manager based in Geneva, serving a sophisticated international private client base with independent and tailored investment solutions.

Job Description

  • Design and implement holistic wealth and financial planning strategies for HNW and UHNW clients
  • Lead portfolio structuring and optimisation, including asset allocation, risk management and investment efficiency
  • Advise on wealth structuring, retirement planning, succession and legacy planning
  • Support the firm's growth by developing internal processes, tools and best practices
  • Act as a senior point of reference for complex client situations
  • Participate in client meetings and collaborate closely with relationship managers and investment partners



The Successful Applicant

  • Senior-level experience (typically 10+ years) in wealth planning, financial planning or investment advisory
  • Strong background within the Geneva wealth management ecosystem (EAM, private bank, multi-family office or advisory firm)
  • Demonstrated expertise in portfolio construction and optimisation
  • Experience working with U.S. clients (U.S. persons, cross-border clients, or U.S.-related structures) is a strong plus
  • Solid understanding of international wealth management standards and regulatory constraints
  • Strategic mindset combined with a hands-on, solution-oriented approach
  • Fluent in French and English



What's on Offer

A key and visible role within a growing and entrepreneurial EAM

Quote job ref
JN-042026-7001294

Job summary

Job Function
Banking & Financial Services
Specialisation
Accountancy & Finance
Industry
Financial Services
Location
Geneva
Contract Type
Permanent
Job Reference
JN-042026-7001294

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.