Ref. 7787

Head of Private Banking

As Head of Private Banking, you will build and scale the Private Banking franchise and become a key member of the organisation's growth journey.

Reporting directly to the Head of Banking, a member of the Executive Committee, you will be responsible for building a high-performing team, attracting clients and creating a differentiated value proposition for entrepreneurs and private wealth clients.

Your mandate is straightforward:
Build a franchise that combines exceptional client experience, entrepreneurial thinking and disciplined execution.

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

Would you like more information? Book a 45-minute video call. Select your preferred date from the calendar below.

Calendar 1 Calendar 2

THE OPPORTUNITY

 

The Swiss banking market lost more than a bank when Credit Suisse disappeared.

 

It lost the last truly integrated entrepreneur banking model.

 

For decades, founders, entrepreneurs and business owners could rely on a banking partner that accompanied them throughout their entire journey: from company creation and growth, to liquidity events, wealth creation and ultimately sophisticated private wealth management.

 

Today, that journey is often fragmented across multiple institutions, business units and relationship managers.

 

Our client is determined to change that.

 

Backed by substantial capital, operating under a fully established Swiss banking licence and led by an experienced Executive Team, the organisation is building a next-generation banking platform designed around the needs of founders, entrepreneurs, business owners and their families.

 

The ambition is clear:

To become the preferred banking partner throughout the entire entrepreneurial lifecycle.

 

Not through additional complexity.

Through integration.

 

One institution.

 

One relationship.

 

One client experience.

 

This is not an opportunity to optimise an existing platform.

 

This is an opportunity to help build a winning team and create one of the most compelling entrepreneur-focused banking franchises in Switzerland.

 

WHY THIS OPPORTUNITY IS DIFFERENT

  • Build Rather Than Inherit

Help create the future instead of managing the past.

  • Entrepreneurial Freedom

Shape strategy, organisation, culture and growth from the beginning.

  • Fast Decision-Making

Short reporting lines, direct access to decision-makers and an execution-focused environment.

  • Client-Centric By Design

Built around entrepreneurs rather than internal organisational structures.

  • Strong Financial Backing

A fully licensed and well-capitalised institution with a long-term growth ambition.

  • Exceptional Team

Join a group of highly accomplished professionals assembling a platform designed to become a leading destination for entrepreneurs, business owners and wealth creators.

KEY RESPONSIBILITIES

  • Build and lead the Private Banking franchise.
  • Recruit, develop and retain a team of 3-4 high-performing Relationship Managers.
  • Establish scalable client acquisition, development and retention processes.
  • Create a differentiated proposition for entrepreneurs, founders and business owners.
  • Implement robust governance, risk management and operational standards.
  • Build a strong ecosystem of lawyers, fiduciaries, accountants, tax advisers and M&A boutiques.
  • Collaborate closely with Executive Management on the future development of the platform.
  • Help define a client experience that sets a new benchmark for entrepreneur-focused banking.

 

WHAT SUCCESS LOOKS LIKE

 

Within the first three years, you will have:

  • Built and established a high-calibre Private Banking team.
  • Successfully attracted and integrated 3-4 senior Relationship Managers.
  • Created a structured and scalable operating model.
  • Established disciplined acquisition, retention and risk management processes.
  • Built a powerful multiplier network within the entrepreneurial ecosystem.
  • Supported the transfer and acquisition of significant client assets.
  • Built a franchise capable of attracting CHF 150-200 million in client assets per Relationship Manager over a three-year period.
  • Contributed to creating one of the most attractive entrepreneur-focused banking platforms in Switzerland.

 

YOUR PROFILE

 

You are an entrepreneurial Private Banking leader with the ambition to build rather than maintain.

 

You have demonstrated your ability to attract talent, develop teams and create lasting client relationships.

 

You understand how growth is created, how top performers are attracted and how successful franchises are built.

Most importantly, you are excited by the opportunity to create something meaningful.

Ideal candidates bring:

  • Leadership experience within Private Banking or Wealth Management.
  • A proven track record of building and leading successful teams.
  • Strong entrepreneurial and commercial instincts.
  • The credibility to attract both clients and senior Relationship Managers.
  • An established network within the Swiss wealth management ecosystem.
  • A strong multiplier network among lawyers, fiduciaries, accountants, tax advisers and corporate finance professionals.
  • The resilience, ambition and energy required to build a new franchise.

 

 

WHY TOP PERFORMERS JOIN

Because opportunities like this rarely exist.

Most senior banking professionals spend their careers inside established institutions.

 

Only a few are given the opportunity to help build one.

The organisation is assembling a team of exceptional professionals with one shared ambition:

To build the banking partner entrepreneurs have been missing for years.

 

The vision is bold.

 

The timing is right.

 

The team is being built now.

 

INTERESTED?

If you are excited by the opportunity to build rather than inherit, to shape rather than optimise, and to become part of a winning team with the ambition to redefine entrepreneur-focused banking in Switzerland, we look forward to hearing from you.

Bewerbung & Kontakt

Marc Geiger
Marc Geiger
Partner
wirz phone +41 44 515 02 60 wirz email marc.geiger@w-gruppe.com
Book a meeting
Stephan Peyer
Stephan Peyer
Partner
wirz phone +41 44 515 02 60 wirz email stephan.peyer@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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