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 accounti...