Head of Wealth Planning Geneva, Switzerland | Full-Time | Swiss Private Bank
Agius & Partners SA is exclusively mandated by a well‐established and entrepreneurial Swiss private bank to recruit a Head of Wealth Planning based in Geneva.
Our client is a highly respected Swiss private banking institution with a strong heritage in bespoke wealth advisory, serving high‑net‑worth individuals, entrepreneurial families, and multi‑generational private clients. Combining the agility of an entrepreneurial platform with the strength of an established banking institution, the bank is pursuing a significant growth strategy in Switzerland.
This is a rare leadership opportunity for a senior wealth planning professional to build, shape, and lead a strategically important business line.
The Opportunity As
Head of Wealth Planning , you will be responsible for defining and developing the bank's Wealth Planning offering for the Swiss market.
This is a highly visible front‑office advisory role combining technical excellence, strategic business building, relationship manager support, and revenue generation. You will work closely with senior stakeholders across Private Banking, Legal, Asset Management, and other internal functions to deliver sophisticated, client‑centric wealth structuring solutions.
The role is particularly suited to an entrepreneurial professional who enjoys creating platforms, structuring advisory offerings, and acting as a trusted expert for complex HNW and entrepreneurial client situations.
Key Responsibilities Wealth Planning Platform Development
Define, structure, and build a dedicated
Swiss Wealth Planning offering
for resident private clients.
Enhance and expand existing solutions, including
vested benefits / pension‑related offerings .
Develop solutions across
Swiss pension planning (LPP/BVG, Pillar 3a / 3b), insurance‑based planning, and broader asset structuring strategies .
Create analytical frameworks, advisory tools, templates, and client documentation supporting the platform.
Advisory & Technical Expertise
Advise on complex wealth structuring matters involving entrepreneurs, private assets, succession, and insurance‑based solutions.
Provide expert‑level advice on
Swiss personal taxation, pension planning, inheritance, and succession matters .
Prepare bespoke recommendations and sophisticated structuring solutions for high‑value client situations.
Relationship Manager Support
Act as a senior subject matter expert supporting Relationship Managers in client acquisition and relationship development.
Participate in strategic client meetings involving complex wealth planning discussions.
Translate technically complex scenarios into practical, commercial, and client‑friendly solutions.
Business Development & Partnerships
Identify and develop partnership opportunities across pension, insurance, and wealth planning ecosystems.
Establish distribution relationships with
external asset managers, intermediaries, brokers, and corporate networks .
Contribute directly to revenue generation through advisory services, asset gathering, and acquisition of Swiss‑resident private clients.
Marketing & Thought Leadership
Define and execute the communication strategy for the Wealth Planning offering.
Develop presentations, solution sheets, educational materials, and expert content.
Deliver internal training sessions to Relationship Managers and internal teams.
Produce thought leadership content for clients and prospects.
Ideal Candidate Profile
10+ years of experience
in Wealth Planning / Wealth Structuring.
Deep expertise in
Swiss personal taxation , wealth structuring, and pension planning.
Strong knowledge of
LPP/BVG, vested benefits, Pillar 3a / 3b solutions, and insurance planning structures .
Good understanding of
Swiss inheritance and succession law .
Proven experience advising
HNWIs, entrepreneurial families, and complex private client structures .
Demonstrated ability to build or scale a business offering within an entrepreneurial environment.
Commercially minded with strong relationship‑building capabilities.
Fluent in
French and English ; German is a strong plus.
Why This Opportunity This is a rare chance to join a highly respected Swiss private banking platform with strong entrepreneurial DNA, sophisticated private clients, and genuine strategic growth ambitions.
The successful candidate will have the opportunity to shape a high‑value advisory business line, work directly with senior leadership, and create meaningful commercial impact within a premium private banking environment.
#J-18808-Ljbffr
Agius & Partners SA is exclusively mandated by a well‐established and entrepreneurial Swiss private bank to recruit a Head of Wealth Planning based in Geneva.
Our client is a highly respected Swiss private banking institution with a strong heritage in bespoke wealth advisory, serving high‑net‑worth individuals, entrepreneurial families, and multi‑generational private clients. Combining the agility of an entrepreneurial platform with the strength of an established banking institution, the bank is pursuing a significant growth strategy in Switzerland.
This is a rare leadership opportunity for a senior wealth planning professional to build, shape, and lead a strategically important business line.
The Opportunity As
Head of Wealth Planning , you will be responsible for defining and developing the bank's Wealth Planning offering for the Swiss market.
This is a highly visible front‑office advisory role combining technical excellence, strategic business building, relationship manager support, and revenue generation. You will work closely with senior stakeholders across Private Banking, Legal, Asset Management, and other internal functions to deliver sophisticated, client‑centric wealth structuring solutions.
The role is particularly suited to an entrepreneurial professional who enjoys creating platforms, structuring advisory offerings, and acting as a trusted expert for complex HNW and entrepreneurial client situations.
Key Responsibilities Wealth Planning Platform Development
Define, structure, and build a dedicated
Swiss Wealth Planning offering
for resident private clients.
Enhance and expand existing solutions, including
vested benefits / pension‑related offerings .
Develop solutions across
Swiss pension planning (LPP/BVG, Pillar 3a / 3b), insurance‑based planning, and broader asset structuring strategies .
Create analytical frameworks, advisory tools, templates, and client documentation supporting the platform.
Advisory & Technical Expertise
Advise on complex wealth structuring matters involving entrepreneurs, private assets, succession, and insurance‑based solutions.
Provide expert‑level advice on
Swiss personal taxation, pension planning, inheritance, and succession matters .
Prepare bespoke recommendations and sophisticated structuring solutions for high‑value client situations.
Relationship Manager Support
Act as a senior subject matter expert supporting Relationship Managers in client acquisition and relationship development.
Participate in strategic client meetings involving complex wealth planning discussions.
Translate technically complex scenarios into practical, commercial, and client‑friendly solutions.
Business Development & Partnerships
Identify and develop partnership opportunities across pension, insurance, and wealth planning ecosystems.
Establish distribution relationships with
external asset managers, intermediaries, brokers, and corporate networks .
Contribute directly to revenue generation through advisory services, asset gathering, and acquisition of Swiss‑resident private clients.
Marketing & Thought Leadership
Define and execute the communication strategy for the Wealth Planning offering.
Develop presentations, solution sheets, educational materials, and expert content.
Deliver internal training sessions to Relationship Managers and internal teams.
Produce thought leadership content for clients and prospects.
Ideal Candidate Profile
10+ years of experience
in Wealth Planning / Wealth Structuring.
Deep expertise in
Swiss personal taxation , wealth structuring, and pension planning.
Strong knowledge of
LPP/BVG, vested benefits, Pillar 3a / 3b solutions, and insurance planning structures .
Good understanding of
Swiss inheritance and succession law .
Proven experience advising
HNWIs, entrepreneurial families, and complex private client structures .
Demonstrated ability to build or scale a business offering within an entrepreneurial environment.
Commercially minded with strong relationship‑building capabilities.
Fluent in
French and English ; German is a strong plus.
Why This Opportunity This is a rare chance to join a highly respected Swiss private banking platform with strong entrepreneurial DNA, sophisticated private clients, and genuine strategic growth ambitions.
The successful candidate will have the opportunity to shape a high‑value advisory business line, work directly with senior leadership, and create meaningful commercial impact within a premium private banking environment.
#J-18808-Ljbffr
Head of Wealth Planning Arbeitgeber: Agius-
Agius & Partners SA bietet eine dynamische und unterstützende Arbeitsumgebung in Genf, wo Mitarbeiter die Möglichkeit haben, ihre Fähigkeiten im Bereich der Vermögensplanung für wohlhabende Privatkunden und Unternehmerfamilien weiterzuentwickeln. Mit einem starken Fokus auf persönliche Entwicklung und Teamarbeit fördert das Unternehmen eine Kultur des Wissensaustauschs und der Innovation, während es gleichzeitig attraktive Vergütungs- und Weiterbildungsmöglichkeiten bietet. Die Lage in Genf ermöglicht zudem den Zugang zu einem internationalen Netzwerk und einer Vielzahl von kulturellen Erlebnissen.
