Job Description
a Private Bank.
Strategy & Platform Development<
><
>
Define and implement a structured Wealth Planning offering for the Swiss market
Develop solutions across pension planning, tax structuring, insurance, and wealth structuring
Enhance existing capabilities and design new client solutions
Build internal frameworks, tools, and methodologies
<
><
>Client Advisory & Expertise<
><
>
Advise on complex client situations (entrepreneurs, family structures, private assets)
Provide expertise on Swiss taxation, pension systems, and succession planning
Deliver tailored, high-value structuring recommendations
<
><
>Commercial Impact & RM Support<
><
>
Act as a senior advisor to Relationship Managers in client acquisition and development
Participate in key client meetings and strategic discussions
Contribute directly to revenue generation through advisory and structuring solutions
<
><
>Partnerships & Business Development<...
Strategy & Platform Development<
><
>
Define and implement a structured Wealth Planning offering for the Swiss market
Develop solutions across pension planning, tax structuring, insurance, and wealth structuring
Enhance existing capabilities and design new client solutions
Build internal frameworks, tools, and methodologies
<
><
>Client Advisory & Expertise<
><
>
Advise on complex client situations (entrepreneurs, family structures, private assets)
Provide expertise on Swiss taxation, pension systems, and succession planning
Deliver tailored, high-value structuring recommendations
<
><
>Commercial Impact & RM Support<
><
>
Act as a senior advisor to Relationship Managers in client acquisition and development
Participate in key client meetings and strategic discussions
Contribute directly to revenue generation through advisory and structuring solutions
<
><
>Partnerships & Business Development<...