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
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Wealth Planner in Genf Arbeitgeber: UR Capital
Unser Unternehmen ist ein hervorragender Arbeitgeber, der eine dynamische und unternehmerische Arbeitsumgebung in Lausanne bietet. Wir fördern eine Kultur des Wachstums und der Eigenverantwortung, die es unseren Mitarbeitern ermöglicht, direkt mit Entscheidungsträgern institutioneller Investoren zu interagieren und ihre Karriere aktiv zu gestalten. Zudem bieten wir umfassende Weiterbildungsmöglichkeiten und ein unterstützendes Team, das sich für den Erfolg jedes Einzelnen einsetzt.
