Head of Wealth Planning

Reporting to senior management, you will be responsible for building and s Head of Wealth Planning Reporting 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 Private Banking, Investment, and Legal teams. Head of Wealth Planning a Private Bank. Description Strategy & Platform 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 methodologies Client Advisory & Expertise 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 Commercial Impact & RM Support 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 Partnerships & Business Development Develop external partnerships within pensions, insurance, and structuring ecosystems Expand the bank's capabilities through selected strategic collaborations Internal Leadership 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