Head of Wealth Planning and Wealth Advisory 80-100% - PERMANENT POSITION
- Employment type
- Full-time
- Location
- Neuchâtel
- Company
- Valjob, 2000 Neuchâtel
- First posted
Head of Wealth Planning and Wealth Advisory 80-100% (M/F) - PERMANENT POSITION
Are you looking for a new challenge? ValJob, active since 1995 in placement and Human Resources services, is a leading Swiss company, recognized and appreciated for the quality of its services and the high performance of its employees. We are looking for the following profile for one of our clients:
Head of Wealth Planning and Wealth Advisory 80-100% (M/F) - PERMANENT POSITION
Your mission:
Our client, a recognized Swiss banking player, accompanies 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 in order 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 accompanying clients and in 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, accompany, and develop a team of specialists
\- Translate strategic orientations into clear and mobilizing objectives
\- Foster engagement, performance, and the skill development of employees
\- Accompany a clientele of entrepreneurs, executives, and families on complex wealth issues
\- Advise clients in the areas of pension, retirement, taxation, and wealth transmission
\- Develop and strengthen relationships with the clientele thanks to 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, leading, 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
Do 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 placement of permanent staff in Switzerland.
Our mission is to become your preferred partner in the search for the ideal job.
Strong from our in-depth knowledge of the Swiss market and our values of integrity and transparency, we accompany each talent with total commitment. jpid3bffeb7jm jpit0731jm jpiy26jm
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Posted 3 weeks ago