Head of Wealth Planning

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 th...