Description

Reporting to senior management, you will be responsible for building and s
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, 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
Profile
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)
Job Offer
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