Private Banking & Wealth Management

Market & Context

Private banking is a core segment of the Swiss financial market. Regulatory requirements, digitalization, and rising client expectations are transforming the industry. High-net-worth clients expect personalized advice, digital services, and absolute discretion.

A segment receiving particular attention is Entrepreneurs & Executives (E&E): business owners and senior leaders with complex wealth structures and high demands for individuality and confidentiality. Swiss private banking institutions such as UBS, Julius Baer, Vontobel, Pictet, Lombard Odier, among others, as well as numerous cantonal banks, are competing for top talent in this space.

Challenges

Banks are seeking individuals who build trust, manage complex wealth structures, and unlock new business opportunities aligned with transformation trends. Leaders must combine advisory expertise, strategic foresight, and cultural fit. In the E&E segment, additional requirements apply: candidates must not only bring financial expertise, but also the ability to connect entrepreneurial and private interests—including succession planning, tax considerations, and governance topics.

Our Contribution

Wirz & Partners supports banks in filling key positions in Private Banking and Wealth Management. We combine deep market insight with a structured search process tailored to regulated environments. We identify candidates for roles in wealth advisory, wealth planning, and leadership who ensure discretion and long-term client relationships. For the E&E segment, we place advisors and leaders who understand complex wealth architectures and act as strategic sparring partners.

Private Banking & Wealth Management