Head of Wealth Planning

Tasks

Your responsibilities will include, in particular:

• Translating the strategy into clearly defined goals and ensuring clear communication within the team.
• Fostering and strengthening employee motivation
• Recognize the team’s potential and develop it in a targeted manner
• Support clients in the areas of retirement planning, retirement, taxes, and estate planning, and become their trusted partner
• Work with the bank's various business segments, particularly Wealth Management, Private Banking, and Corporate Banking
• Contribute to a healthy risk culture that is consistent with all legal requirements, guidelines, and standards in wealth management.

Your profile

- A college degree, advanced degree, or equivalent qualification - Proven experience in leadership and wealth planning, particularly in supporting female entrepreneurs, businesses, and families with complex financial situations - Strategic mindset, innovative spirit, and strong sense of initiative - Ability to make decisions, communicate clearly, and persuade others, as well as to coach, challenge, and motivate employees and delegate tasks in a goal-oriented manner - Confident prioritization and efficient time and resource management - Strong ability to strengthen client relationships and build new contacts through networking and business development - Excellent communication skills in German for serving German-speaking clients, as well as very good knowledge of French.

What we offer

- The opportunity to be part of a wealth planning team based in Freiburg that operates throughout the canton, collaborates closely with various departments, and actively promotes ongoing professional development and skill building - A comprehensive and inspiring work environment where your contributions make a real difference and decision-making processes are streamlined - A sustainable and growth-oriented career where long-term success is valued and supported - Competitive, fair, and transparent compensation - Preferential terms on our banking services - Numerous free social and sporting events within the bank.