Wealth Planner - Financial Services, Geneva

You come from a bank or a independant wealth management firm

You are an experienced Financial Planner

About Our Client A fast-growing External Asset Manager based in Geneva, serving a sophisticated international private client base with independent and tailored investment solutions.

Job Description

Design and implement holistic wealth and financial planning strategies for HNW and UHNW clients

Lead portfolio structuring and optimisation, including asset allocation, risk management and investment efficiency

Advise on wealth structuring, retirement planning, succession and legacy planning

Support the firm's growth by developing internal processes, tools and best practices

Act as a senior point of reference for complex client situations

Participate in client meetings and collaborate closely with relationship managers and investment partners

The Successful Applicant

Senior-level experience (typically 10+ years) in wealth planning, financial planning or investment advisory

Strong background within the Geneva wealth management ecosystem (EAM, private bank, multi-family office or advisory firm)

Demonstrated expertise in portfolio construction and optimisation

Experience working with U.S. clients (U.S. persons, cross-border clients, or U.S.-related structures) is a strong plus

Solid understanding of international wealth management standards and regulatory constraints

Strategic mindset combined with a hands‑on, solution‑oriented approach

Fluent in French and English

What's on Offer A key and visible role within a growing and entrepreneurial EAM

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