Ref. 6799

Board of Directors – growth-oriented PE portfolio company in the financial sector

Our portfolio company is an established player in the Swiss market and is undergoing a comprehensive transformation process with the clear objective of further developing a future-oriented business model in private banking, wealth management and integrated financial solutions, specifically geared towards entrepreneurs (HNWI) and corporate clients. The firm combines strong organic growth with a market-leading EBIT profile and pursues the ambition to set new standards in advisory services, product integration and strategic collaboration with a powerful ecosystem of partners.
We are seeking individuals with solid experience in the strategic leadership of financial services companies, particularly with regard to private banking, entrepreneurial wealth advisory, the development of ecosystems and the scaling of growth-oriented platform models.
This role gives you the opportunity to actively shape the strategic development of our portfolio company and to sustainably influence its positioning as a leading provider of integrated Banking & Pension services in the Swiss market.

Your benefit in talking to us:

  • Salary comparison, current salary to market salary
  • Understanding your career options
  • Identification of development and promotion potential
  • 65% of candidates will be making a career move within the next 12 to 24 months

Interested in further information? Arrange a 30-minute video call and select your preferred slot in one of the two calendars.

Calendar 1 Calendar 2

Why this opportunity is attractive for you

 

You assume a strategically significant position within an entrepreneurial environment that carries substantial societal relevance.

The role also provides access to a select group of senior national and international decision‑makers whose actions shape economic and social developments across multiple markets.
 
In this capacity, you contribute to shaping the evolution of a modern financial platform owned by a private‑equity investor – distinguished by digital excellence, partnership‑driven distribution models, and a clear focus on entrepreneurial client segments – while bearing responsibility for the sustainable advancement of an integrated pension and wealth business.

Your experience

  • You have many years of experience in the strategic leadership of financial services institutions, ideally with a focus on private banking, wealth management, pension or related financial segments.

  • You possess a deep understanding of governance, regulatory requirements and the strategic steering of business models.

  • Experience in driving growth & digital transformation initiatives, M&A activities, value creation programs and in positioning financial companies in the SME segment complements your profile.

 

Your responsibilities

  • As a member of the Board of Directors, you contribute to the strategic direction and oversight of the organisation.
  • You bring your expertise in particular to the further development of the target business model, support the implementation of the platform strategy and assist the executive management in its market positioning and organic growth.
  • At the same time, you share responsibility for effective governance across the various business areas and serve on relevant committees such as audit, risk, strategy and ESG.

 

Your benefits

  • Mandate with high visibility and direct impact on value creation and the future positioning of a significant, established, and organically growing financial platform with market-leading EBIT.
  • Collaboration with a professional, entrepreneurially minded board and a demanding shareholder base.
  • Opportunity to shape transformation and growth initiatives while contributing to societally relevant pension and financial topics.

Focus areas

  • Strategic steering
    Further development of a hybrid business model focused on wealth management, pensions and entrepreneurial solutions.
  • Governance and regulatory affairs
    Ensuring compliance, risk management and regulatory conformity in a dynamic market environment.
  • Digital transformation
    Supporting the introduction and scaling of a modular platform for financial services and digital client interaction.
  • Market positioning
    Providing strategic impulses for differentiation in the SME and entrepreneur segment and further developing the network in the target market.
  • M&A and integration
    Assessing and supporting acquisitions with a focus on synergies, integration and sustainable value creation within the portfolio.
  • Sustainability and ESG
    Co-shaping sustainable business strategies and responsible corporate management along relevant ESG criteria.
  • Partnership models
    Supporting the development of strategic cooperations with adjacent industries and complementary service partners.

 

Role and accountability

  • Strategic co-development of the company’s evolution.
  • Monitoring the implementation of key initiatives such as platform strategy, market positioning, M&A and value creation programmes.
  • Participation in relevant committees including audit, risk, strategy and ESG.
  • Acting as a sparring partner for the executive management on strategic and operational matters.
  • Ensuring responsible, future-oriented governance in the interests of the shareholders and key stakeholders.

 

What you bring

  • Experience as a board member and hands-on leader, or in comparable strategic executive roles.
  • Background in financial services, ideally with exposure to wealth management, banking, pensions or related financial services in Switzerland.
  • Understanding of regulatory frameworks and governance structures in the financial industry.
  • Experience in driving digital transformation and strategic growth initiatives, ideally in a private equity or portfolio context.
  • Ability to work constructively with the executive team, shareholders and other board members.
  • Knowledge of the Swiss pension system (pillar 2 and 3) is an advantage.

Application & Contact

Erik Wirz
Erik Wirz
Managing Partner
wirz phone +41 44 515 02 60 wirz email erik.wirz@w-gruppe.com
Book a meeting
Yvonne Thoma
Yvonne Thoma
Partner
wirz phone +41 44 515 02 60 wirz email yvonne.thoma@w-gruppe.com
Book a meeting
*Recruitment process

In an initial interview, we will give you a detailed insight into the role, the company, the corporate culture and your development opportunities.

After an initial exchange with the partner (headhunter), you will receive further information about the role and our client's expectations. If you are interested, please send us your documents. Wirz & Partners will draw up a longlist, which will be discussed with the client. From this longlist, 4-6 candidates are selected for the shortlist.

Time to feedback: 2-3 weeks

If you make it onto the shortlist, it's on to the next round. In the interview with Wirz & Partners, we get to know you professionally and personally. You will receive further information about the client, the offering, the services, the team and the KPIs. Based on all the interviews and documents, we prepare a complete dossier about you for the client, including an executive summary. These documents form the basis for the structured interview process with the client. We prepare you for the interview.

Duration until the interview with the client: Up to two weeks.

The first meeting with the customer is about getting to know each other as equals and experiencing the gut feeling, the people and the corporate culture. This interview takes place in person at the customer's premises and lasts an average of one hour.

The second interview is about deepening professional expertise and management topics. In this exchange, you get to know the team, the strategy and the operational goals. 

You will then receive a salary proposal and an overview of the entire offer.

Duration until feedback: 1-2 weeks

Following the final meeting, a de-briefing takes place with you and the customer.

We support you in the contract negotiations and clarify further details. The contract is drawn up and we accompany the on-boarding at the customer's premises.

Duration until feedback: Up to one week

*We describe the standard process, which may vary depending on the customer.

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