Agius & Partners is mandated by a leading private bank in Geneva to identify an experienced Head of Wealth Planning to lead their wealth and estate planning advisory offering.
The successful candidate will lead the wealth planning function, advising Relationship Managers and UHNW/HNW clients on estate, tax, succession and structuring matters, while also representing the bank's wealth planning capability in business development and client meetings.
Key requirements:
- Proven track record as a Head of Wealth Planning, Senior Wealth Planner or Trust & Estate specialist within Swiss private banking
- Strong technical expertise across estate planning, tax, trusts and cross-border structuring
- Relevant legal, tax or fiduciary qualifications
- Fluency in French and English; German is an advantage
This is a confidential search. The name of the client bank will be disclosed once a mutual fit is confirmed. All applications and conversations are handled with full discretion by Agius & Partners.