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Head of Wealth Planning and Wealth Advisory 80-100% (M/F) - PERMANENT POSITION

ValJob

Employment type
Full-time
Location
Neuchâtel
First posted
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Your mission Our client, a recognized Swiss banking player, supports a demanding clientele composed of wealthy individuals, entrepreneurs, and families in their long-term wealth reflections. As part of the development of its activities, we are looking for a Head of Wealth Planning and Wealth Advisory to lead a team of specialists and actively contribute to the development of a high-value-added activity. Your mission: As a team leader and business expert, you play a key role in supporting clients and developing the skills of your employees. You intervene on complex wealth issues while contributing to the implementation of the institution's strategy. Your main responsibilities: - Supervise, support, and develop a team of specialists - Translate strategic directions into clear and mobilizing objectives - Promote engagement, performance, and the skill development of employees - Support a clientele of entrepreneurs, executives, and families on complex wealth issues - Advise clients in the areas of pension, retirement, taxation, and wealth transfer - Develop and strengthen client relationships through your expertise and your network - Collaborate closely with the wealth management, private banking, and corporate banking teams - Promote a healthy risk culture in compliance with current regulatory requirements Your profile \- University or higher education in the fields of finance, taxation, wealth management, or training deemed equivalent in Switzerland - Proven experience in wealth planning, estate planning, or complex wealth advisory - Solid experience with entrepreneurs - Successful experience in managing, supervising, or developing teams - Excellent interpersonal skills, ability to convince and to unite - Sense of business development and taste for networking - Strategic vision, initiative, and results orientation - Perfect mastery of French and German Start date: - Immediately or to be agreed Upon you wish to put your wealth expertise, your leadership, and your vision at the service of a demanding clientele? We look forward to discussing with you in complete confidentiality. Who are we? ValJob Permanent is your expert partner in recruitment and permanent staff placement in Switzerland. Our mission is to become your preferred partner in the search for the ideal job. Supported by our in-depth knowledge of the Swiss market and our values of integrity and transparency, we support each talent with total commitment.

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Posted 6 days ago

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