Head of Wealth Planning

Does your heart beat for clients with demanding pension and financial planning topics, and would you like to contribute and further develop your strategic expertise, specialist knowledge, and passion in a successful universal banking environment?

Then you might soon be our new face for Private Pension and help make Zürcher Kantonalbank even more visible on this topic.

As a leading bank in the Zurich economic area, we accompany our clients through all important life events and rely on comprehensive advice that explains complex issues professionally, understandably, and in a way relevant to life. In your role, as a member of the Private Banking leadership teams, you shape the further development of our successful Wealth Planning and position ZKB in the market among private clients and entrepreneurs as a reference for holistic pension and financial planning solutions.

• Strategic leadership and further development of the Wealth Planning department with around 100 employees in the specialist areas of financial planning and pensions, inheritances, taxes, as well as staff/service centre
• Translating complex pension and planning topics into clear, understandable client language and ensuring consistent, integral, and client-oriented advice in the market
• Driving and co-shaping the bank's pension strategy in close cooperation with product management and strengthening the position/positioning of ZKB in the area of pensions and Wealth Planning
• Promoting proactive, sales-oriented, and cross-departmental collaboration
• Leading, inspiring, and further developing your managers and specialist professionals across several leadership levels and fostering an engaged and learning-oriented culture
• Positioning Zürcher Kantonalbank as a competent contact in all segments in external appearances
• Advancing the digitalisation of the Wealth Planning area and ensuring interdisciplinary networking in the pension field within Private Banking and beyond
• Co-shaping the strategic further development of Private Banking as a member of the leadership committee and contributing your networked, entrepreneurial thinking for the future of the business area and the bank

• Completed university degree in economics, law, or a related field as well as further education (e.g. MAS, MBA, Swiss federal diploma in financial planning expert or equivalent qualification)
• Many years of professional experience in Private Banking, ideally with a focus on Wealth Planning, financial planning, and pension topics, as well as experience in a sales-oriented leadership role
• Sound knowledge in the areas of pensions, asset and estate planning, as well as taxes, and the ability to translate this knowledge into understandable, target-group-appropriate client language
• Strategic, analytical, and networked thinking as well as confidence in dealing with economic control variables to specifically further develop and strengthen Private Banking
• Proven leadership competence with experience in leading larger units across several leadership levels, combined with empathy, clarity, and joy in developing people
• High affinity for market development, sales, and external representation as well as willingness to represent ZKB as a strong voice in the pension and Wealth Planning market
• Openness to change and the ability to further develop existing initiatives in digitalisation, processes, and advisory concepts
• Very good German language skills in spoken and written form, good English skills – any additional language is a plus
• Excellent communication, presentation, and representation skills to appear convincingly both internally and externally

• Attractive development opportunities with an employer recognised as one of the top employers in Switzerland, placing great value on personal and professional development.
• A high degree of strategic freedom and responsibility in a dynamic and future-oriented environment
• A appreciative corporate culture that promotes diversity, respect, and collaboration, as well as a motivated and committed team
• Interesting employment conditions and benefits, home office options, and support in balancing work and private life
• A modern and centrally located workplace in the heart of Zurich, offering an inspiring working environment