Wealth Planner

ur-capital Geneva, Switzerland

Posted 18 days ago Permanent Competitive

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