Wealth Planner - Trust and Marketing

A privately owned and family-managed fiduciary based in Geneva is looking for their new Wealth Planner.

• Develop and maintain long-term relationships with Ultra High Net Worth (UHNW) clients and intermediaries
• Provide tailored wealth planning solutions across trust, estate, succession, and asset structuring matters
• Manage and grow a portfolio of international private clients while ensuring high service standards
• Identify new business opportunities and actively contribute to business development initiatives
• Leverage and expand an existing professional network of clients, advisors, family offices, and intermediaries
• Coordinate with internal and external stakeholders including legal, tax, and fiduciary specialists
• Support marketing and client acquisition activities through networking events, presentations, and relationship management initiatives
• Ensure compliance with regulatory and internal governance standards
• Act as a trusted advisor to clients on complex wealth structuring and fiduciary matters
• Monitor client needs and market developments to proactively identify tailored solutions

• Minimum 10 years of experience in trust, wealth planning, fiduciary, or private banking environments
• Strong expertise working with UHNW and international private clients
• Proven track record in relationship management and business development
• Established professional network within the wealth management, fiduciary, or private client industry
• STEP qualification is highly desirable
• Excellent interpersonal, communication, and stakeholder management skills
• Strong commercial mindset combined with a client‑centric approach
• Ability to work independently while collaborating effectively with multidisciplinary teams
• High level of discretion, professionalism, and attention to detail
• Fluency in English required; additional languages are considered an advantage