Wealth Planning Group Business Developer

Job description

Business Developer for the Wealth Planning Group in Zurich, Switzerland.

Tasks

- Support the Global Head of Wealth Planning in delivering Wealth Planning's growth targets in assets under management, net new assets (NNA), and revenue targets, while driving the execution and tracking of key strategic initiatives. - Enhance day-to-day collaboration with Client Relationship Officers and serve as a central center of expertise. - Coordinate priority Wealth Planning initiatives, including enhancing core offerings and developing new solutions. - Enhance structured reporting frameworks to monitor execution progress, measure impact, and support governance and reporting for the Global Head of Wealth Planning. - Assist in developing targeted wealth planning content and client engagement tools to enhance market positioning. - Support the Global Head of Wealth Planning on ad hoc projects and processes.

Requirements

• University degree in business administration or a related discipline.
• At least 5 years of experience and a proven track record in business management, project management, and/or strategy consulting.
• Methodical thinker with proven analytical skills.
• Strong organizational skills, structured approach, and strict adherence to legal, regulatory, and compliance requirements.
• Practical experience in creating client-oriented proposals and presentations using Microsoft applications.
• Excellent English skills; knowledge of German, French, or Italian is an advantage.

Our values

• Responsibility: Taking on tasks and challenges and striving for continuous improvement.
• Hands-on: Proactively delivering high-quality results.
• Passion: Commitment and pursuit of excellence.
• Solution-oriented: Focus on client outcomes and fair treatment of clients with risk-aware thinking.
• Partnership-oriented: Promoting cooperation and teamwork.