Company Profile

Private Bank.

Aufgabengebiet

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 reven...