Chief Financial Officer Private Bank

Broad Scope & Strong Ecosystem

• The platform you join is unique in Switzerland. It combines corporate banking, occupational pension solutions (BVG/1e), private banking, institutional asset management, global custody and capital formation services under a single FINMA banking licence — with access to approximately 10,000 active employer relationships and around 100,000 insured employees. This integrated model is the institution's answer to the consolidation wave: rather than competing on scale with universal banks or retreating into a narrow niche, it is building the financial operating system for entrepreneurial Switzerland — from company formation to exit and reinvestment. The technology stack has recently been modernised with a new core banking platform (Finnova), and a multi-phase digital build-out is underway — from digital onboarding and treasury management to integrated app ecosystems and platform-as-a-service capabilities. Distribution partners span payroll platforms, accounting software providers, trustees, fiduciaries and the Swiss startup ecosystem. The culture is entrepreneurial, fast-moving and investor-driven — closer to a platform company than to a traditional Swiss bank. You will operate with significant autonomy, direct Board access, and the mandate to shape the financial architecture of a business in full transformation.

Topics & Capabilities

• Strategic Financial Planning & Performance Management: Develop and execute the financial strategy in alignment with the PE-backed value creation plan. This encompasses comprehensive 3-to-5-year business planning, annual budgeting and rolling forecasts to pursue ambitious growth targets across integrated banking and pension services. By establishing clear margin, cost-efficiency and return-on-equity targets, you ensure that operational performance translates directly into shareholder value.

• Financial Control, Reporting & Regulatory Compliance: Full ownership of accounting, controlling, treasury and tax. Guarantee a robust control environment (IFRS/Swiss GAAP FER compliance, internal controls), timely and accurate financial and regulatory reporting to FINMA, and a sound capital and liquidity position (capital planning, ICAAP). Serve as the principal liaison to auditors and supervisory bodies — underlining the institution's reliability and trustworthiness in a market where trust is the scarcest currency.

• Treasury, ALM & Hard Banking Discipline: Manage liquidity, interest rate risk (including IRRBB), market and credit exposures via prudent Asset-Liability Management and capital adequacy oversight under Basel III/IV. Optimise funding and capital structure to support balance sheet growth while maintaining regulatory capital buffers and risk limits at all times. The collapse of SVB demonstrated what happens when a bank neglects rate hedging and ALM discipline in pursuit of growth — this role demands a CFO who treats treasury governance as a non-negotiable foundation, not as a back-office function. Experience with banking licence or charter processes is a distinct advantage.
• Value Creation & Digital Transformation: Lead the automation and digitalisation of financial processes — from statutory reporting to customer analytics and product profitability analysis. Introduce advanced analytics and real-time KPI dashboards (cost/income ratio, capital efficiency, AUM growth, return on capital) to steer performance dynamically. Co-own key value creation initiatives including OPEX optimisation, digital self-service capabilities to reduce cost-to-serve, and post-merger integration of any acquisitions.
• Strategic & Commercial Finance: Act as business partner to the CEO and business unit heads — evaluating new product initiatives (wealth management offerings, Banking-as-a-Service partnerships, capital formation services), pricing and profitability models for SME and pension products, and ensuring capital investments (IT platform upgrades, M&A) are grounded in robust analysis (NPV, ROI) and aligned with strategic outcomes. You balance investment discipline with the agility required for growth.
  
  

Role & Responsibilities

• Financial Architect: Full ownership of finance & controlling, ALM/treasury, statutory reporting and capital planning — integrating these functions into an agile, future-ready financial engine that serves a multi-business-line platform.
• Value Creation Partner: As the PE investor's primary financial interface, you translate growth targets into actionable plans and measurable results. You own the equity story, deliver institutional-grade modelling and ensure the institution's exit readiness in line with the shareholder's investment horizon.
• Executive Leadership: Direct reporting to the CEO. Active sparring partner to the Board, including PE representatives. You are the financial conscience of the organisation — advising on performance, risk and capital allocation decisions across all business units.
• Change Leadership & Team Development: Build, motivate and upskill the finance team to meet the demands of a rapidly scaling, digitally transforming institution. Drive a performance culture that combines analytical strength and results focus with hands-on pragmatism and accountability.

Why is our client compelling for you?

• Structural opportunity: The consolidation of the Swiss banking sector — from 160 institutions to fewer than 80 in fifteen years — has left founders, business owners and SMEs underserved. Our client is the only Swiss institution building an integrated financial platform purpose-built for this segment, combining banking, pensions, asset management and capital formation under one roof. The market window is open now.
• Rare mandate: One of the few CFO roles in Swiss banking that combines FINMA-regulated governance with a genuine PE-backed value creation agenda — strategic weight and real influence without the bureaucracy of a large institution.
• Unique platform positioning: The only Swiss group integrating a banking licence, BVG trustee infrastructure with thousands of active employer relationships, institutional asset management and custody capabilities, and capital formation services under a single entity. No comparable platform exists in the market.
• Transformation at scale: A decisive build phase — new core banking platform live, digital roadmap in execution, new business lines launching, brand repositioning underway. The CFO shapes the financial architecture of what comes next.
• Direct impact: Short decision paths, direct Board and investor access, and the mandate to build a finance function that matches the ambition of the platform. Your decisions have immediate, visible consequences.
• Location: Central Switzerland and Zurich — at the heart of Switzerland's financial and innovation ecosystem, with access to one of the deepest institutional capital pools in Europe.

What do clients and partners say about our client?

• A trusted pension and banking partner with deep roots in the Swiss SME economy — built on long-standing relationships with employers, pension foundations and institutional investors across the country.
• Recognised for combining institutional-grade financial infrastructure with the agility and responsiveness of a specialist platform — a rare combination in a consolidating market where most institutions are either too large to be nimble or too small to be credible.
• Valued by institutional partners for reliable custody and asset management services, transparent reporting and a collaborative approach to complex mandates.
• Increasingly seen as a credible bridge between Switzerland's deep institutional capital base and its growing entrepreneurial and technology ecosystem — a positioning that attracts forward-thinking investors, founders and institutional partners alike.