Beschreibung

Wealth Planning and Advisory Manager % (Gender Neutral) - PERMANENT POSITIONAre you looking for a new challenge? ValJob, active since in recruitment and Human Resources services, is a leading Swiss company, recognized and appreciated for the quality of its services and the high performance of its We are looking for the following profile for one of our clients:Wealth Planning and Advisory Manager % (Gender Neutral) - PERMANENT POSITIONYour mission:Our client, a recognized Swiss banking player, supports a demanding clientele composed of high-net-worth individuals, entrepreneurs, and families in their long-term reflections. As part of the development of its activities, we are looking for a Wealth Planning and Advisory Manager to lead a team of specialists and actively contribute to the development of a high-value-added activity.Mission:As a team leader and business expert, you play a key role in supporting clients and developing the skills of your team. You intervene on complex matters while contributing to the implementation of the strategy.Main responsibilities:- Supervise, support, and develop a team of specialists- Translate strategy into clear and measurable objectives- Foster engagement, performance, and skill development of team members- Support a clientele of entrepreneurs, executives, and families on complex matters- Advise clients in the areas of pension planning, retirement, taxation, and wealth transfer- Develop and strengthen relationships with clients through your expertise and network- Collaborate closely with wealth management, private banking, and corporate banking teams- Promote a healthy risk culture in compliance with current regulationsYour profile:- University or higher education degree in finance, taxation, management, or equivalent in Switzerland- Confirmed experience in wealth planning or complex advisory- Solid experience with entrepreneurs- Successful experience in managing, supervising, or developing teams- Excellent communication skills, ability to convince and unite- Sense of business development and taste for networking- Strategic vision and analytical mind- Perfect command of French and EnglishStart date:- Immediately or by arrangementDo you wish to put your expertise, your leadership, and your vision at the service of a demanding clientele?We look forward to discussing with you in complete confidentiality.Who are we?ValJob Permanent is your expert partner in recruitment and placement of permanent staff. Our mission is to become your preferred partner in the search for the ideal job. Based on our in-depth knowledge of the Swiss market and our values of integrity and transparency, we accompany every talent with total commitment. jida410908aen jit0627aen jpiy26aen