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 achieving Wealth Planning’s growth targets for assets under management, net new assets (NNA), and revenue, while driving the execution and monitoring of key strategic initiatives. - Enhance daily collaboration with Client Relationship Officers and serve as a central center of expertise. - Coordinate priority initiatives for Wealth Planning, including improving core offerings and developing new solutions. - Enhance structured reporting frameworks to monitor implementation 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 improve market positioning. - Support the Global Head of Wealth Planning on ad hoc projects and other tasks.

Requirements

• University degree in business administration or a related discipline.
• At least 5 years of experience and a proven track record of success in business management, project management, or strategic 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 are required; knowledge of German, French, or Italian is a plus.

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, combined with a risk-aware approach.
• Partnership-oriented: Promoting cooperation and teamwork.