Wealth Planner

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

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

Responsibilities

• Provide wealth planning advice to private clients and family offices, with a focus on Swiss-related matters and cross-border situations
• Support business development efforts by identifying and originating wealth planning opportunities
• Act as a subject matter expert on succession planning, estate structuring, family governance, and wealth transfer strategies
• Advise on trusts, foundations, family offices, holding structures, insurance solutions, and philanthropic initiatives
• Support the planning and disposition of closely held businesses and complex family wealth structures
• Coordinate with clients' external advisors, including legal, tax, fiduciary, and accounting professionals
• Assist relationship managers by providing technical expertise and delivering wealth planning training sessions
• Contribute to marketing initiatives and the development of wealth planning materials and presentations
• Collaborate with internal stakeholders across legal, tax, pensions, compliance, and investment teams
• Support onboarding and relationship management of external counterparties, including insurance providers
• Monitor and maintain compliance with internal governance, audit, risk, and regulatory requirements
• Assist with performance tracking, reporting, and administrative activities related to the wealth planning function

Requirements

• Minimum 10 years of experience in wealth planning, private client advisory, legal, tax, or fiduciary services with a strong Swiss focus
• Proven client-facing experience advising HNW and UHNW individuals, entrepreneurs, and family offices
• Strong expertise in succession planning, estate planning, trusts, foundations, and multi-jurisdictional wealth structures
• Solid understanding of cross-border regulatory and wealth planning considerations
• Experience with family office formation, governance structures, and philanthropic planning
• Good knowledge of insurance-based wealth planning solutions
• Ability to originate opportunities and independently manage client relationships from inception through implementation
• Strong communication, presentation, and stakeholder management skills
• Commercial mindset combined with a highly client-centric approach
• Autonomous, proactive, and solution-oriented personality with strong attention to detail
• High level of integrity, discretion, and risk awareness
• Ability to collaborate effectively across multidisciplinary and international teams
• Knowledge of financial markets and corporate structuring is advantageous but not essential