Senior Wealth Planner: Cross-Border & Estate Strategy

UR Capital; Genf; On-site; CHF 200,000 - 350,000; Full time

Job summary

UR Capital, a leading Swiss private bank, seeks a Senior Wealth Planner to advise UHNW clients on cross-border wealth, succession, and estate planning matters with a primary focus on Switzerland and international private clients.

You will provide sophisticated wealth structuring advice, coordinate with legal, tax, fiduciary and accounting professionals, and support relationship managers with technical expertise and training.

Qualifications

• Minimum 10 years in wealth planning or related advisory services.
• Strong Swiss focus with experience handling cross-border matters.
• Proven experience advising HNW/UHNW individuals, entrepreneurs, and family offices.
• Solid knowledge of trusts, foundations, and multi-jurisdiction wealth structuring.
• Understanding of cross-border regulatory and tax considerations.
• Experience with family offices, governance structures, and philanthropy planning.
• Excellent communication and stakeholder management skills.
• Autonomous, proactive, and client-centric with high integrity.

Responsibilities

• Provide wealth planning advice to private clients and family offices, focusing on Swiss-related matters.
• Identify and originate wealth planning opportunities to support business development.
• Act as a subject matter expert on succession, estate structuring, and wealth transfer strategies.
• Advise on trusts, foundations, and holding structures; insurance solutions as needed.
• Coordinate with external advisors including legal, tax, fiduciary, and accounting professionals.
• Support onboarding and relationship management of external counterparties, such as insurers.
• Deliver wealth planning training sessions to relationship managers.
• Ensure governance, risk, and regulatory compliance across the function.

Skills

Wealth planning

Private client advisory

Cross-border wealth

HNW clients

UHNW clients

Estate planning

Foundations & trusts

Family offices

Stakeholder management

Job description

UR Capital, a leading Swiss private bank, seeks a Senior Wealth Planner to advise UHNW clients on cross-border wealth, succession, and estate planning matters with a primary focus on Switzerland and international private clients.

You will provide sophisticated wealth structuring advice, coordinate with legal, tax, fiduciary and accounting professionals, and support relationship managers with technical expertise and training.