Head of Wealth Planning

• 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

• 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

• 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

• Develop external partnerships within pensions, insurance, and structuring ecosystems
• Expand the bank's capabilities through selected strategic collaborations

• 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

You have at least 10-15 years experience in Wealth Planning in Private BankingYou'd like to create a department from scratch in a Private Bank

• 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)

a Private Bank.