Beschreibung
Head of Wealth PlanningReporting 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 Banking, Investment, and Legal teams.Wealth Planning Strategy & 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 methodologiesClient Advisory & Expertise- Advise on complex client needs (entrepreneurs, family structures, assets)- Provide expertise on Swiss pension systems, and succession planning- Deliver tailored, high-value structuring solutionsCommercial Impact & Relationship Management- Act as a senior advisor to Relationship Managers in client acquisition and in key client meetings and discussions- Contribute directly to revenue through advisory and structuring solutionsPartnerships & Business Development- Develop external partnerships within pensions, insurance, and structuring ecosystems- Expand the bank's capabilities through selected partnerships- Work closely with cross-functional teams (Investment, Legal, Product)- Promote a structured approach to wealth planning across the bank through training and thought leadershipProfile- 10+ years of experience in Wealth Planning / Wealth Structuring within a bank or similar environment- Strong expertise in Swiss pension systems (BVG/LPP, 3a/3b), and succession planning- Proven ability to build and structure an offering or 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 thrive in a developing environment- Fluent in French and English (German a plus)Job Offer jidaf53f65aen jit0624aen jpiy26aen