Wealth Planner

Job Description

A leading Swiss private bank is seeking a Senior Wealth Planner to advise UHNW clients on complex cross-border wealth, succession, and estate planning matters, with a primary focus on Switzerland and international private clients.

Responsibilities

• Provide wealth planning advice to private clients and family offices, with a focus on Swiss-related matters and cross-border situations


• Support business development efforts by identifying and originating wealth planning opportunities


• Act as a subject matter expert on succession planning, estate structuring, family governance, and wealth transfer strategies


• Advise on trusts, foundations, family offices, holding structures, insurance solutions, and philanthropic initiatives


• Support the planning and disposition of closely held businesses and complex family wealth structures


• Coordinate with clients' external advisors, including legal, tax, fiduciary, and accounting professionals


• Assist relationship managers by providing technical expertise and delivering wealth planning training sessions


• Contribute to marketing initiatives and the development of wealth planning materials and presentations


• Collaborate with internal stakeholders across legal, tax, pensions, compliance, and investment teams


• Support onboarding and relationship management of external counterparties, including insurance providers


• Monitor and maintain compliance with internal governance, audit, risk, and regulatory requirements


• Assist with performance tracking, reporting, and administrative activities related to the wealth planning function

Requirements

• Minimum 10 years of experience in wealth planning, private client advisory, legal, tax, or fiduciary services with a strong Swiss focus


• Proven client-facing experience advising HNW and UHNW individuals, entrepreneurs, and family offices


• Strong expertise in succession planning, estate planning, trusts, foundations, and multi-jurisdictional wealth structures


• Solid understanding of cross-border regulatory and wealth planning considerations


• Experience with family office formation, governance structures, and philanthropic planning


• Good knowledge of insurance-based wealth planning solutions


• Ability to originate opportunities and independently manage client relationships from inception through implementation


• Strong communication, presentation, and stakeholder management skills


• Commercial mindset combined with a highly client-centric approach


• Autonomous, proactive, and solution-oriented personality with strong attention to detail


• High level of integrity, discretion, and risk awareness


• Ability to collaborate effectively across multidisciplinary and international teams


• Knowledge of financial markets and corporate structuring is advantageous but not essential