Responsable Planification Patrimoniale (wealth Planning), 80%-100%, À Fribourg »

Banque Cantonale de Fribourg

Fribourg, CH
On-site
Leadership and planning for complex patrimonial situations
Client relationship development and networking
Strategic vision and innovation
As head of the Wealth Planning team, your mission is to inspire, lead, and develop a unit of wealth planning specialists serving families and entrepreneurs in our canton

Job Summary

  • As head of the Wealth Planning team, your mission is to inspire, lead, and develop a unit of wealth planning specialists serving families and entrepreneurs in our canton.
  • Accompany clients in the areas of provision, retirement, taxation, and succession, becoming their trusted partner.
  • We offer a sustainable and progressive career where long-term success is valued, along with competitive compensation and preferential banking conditions.

Matching Summary

As head of the Wealth Planning team, your mission is to inspire, lead, and develop a unit of wealth planning specialists serving families and entrepreneurs in our canton.

Skills & Requirements

Must-have

  • Leadership and planning for complex patrimonial situations
  • Client relationship development and networking
  • Strategic vision and innovation
  • Risk culture and compliance

Nice-to-have

  • Inspiring and developing a team of specialists
  • Contributing to cantonal dynamism
  • Human and stimulating work environment

Key Requirements

  • University or higher education
  • Proven leadership experience
  • Proven wealth planning experience
  • Excellent German communication skills
  • Very good French speaking skills

Work Rights

Not specified

Tailored Resume

Cover Letter