Private Banking & Wealth Management

Private Banking & Wealth Management –

Securing Trust and Sustainable Growth

Market & Context

Private banking and wealth management have been the cornerstone of the Swiss financial center for decades. However, the industry is undergoing profound change. Digitalization, margin pressure, ESG requirements, and strict regulatory frameworks  are reshaping the rules of the game. Today, clients expect not only excellent advisory services, but also digital accessibility, tailored solutions, and sustainable investment strategies.

The next generation of high-net-worth individuals and family offices brings new expectations: they are tech-savvy, globally connected, and place great value on transparency and impact investing. At the same time, competition is intensifying. Institutions such as UBS, Julius Baer, Pictet, Lombard Odier, and the cantonal banks are investing heavily in digital platforms, relationship management systems, and AI-driven tools to enhance customer experience and operational efficiency.

The challenge: tradition and innovation must be brought into balance. Private banking remains a people business, but technology is becoming the decisive differentiating factor.

Challenges

The demands placed on executives are more complex than ever. In addition to technical excellence in portfolio and mandate management, strategic foresight, digital competence, and the ability to combine regulatory security with growth are now essential. Sought-after are leaders who unite customer centricity, technological understanding, and strong leadership skills.

Currently, particularly relevant roles include:

• Head of Private Banking – strategic leadership and business expansion

• Chief Investment Officer (CIO) – performance, governance, and ESG integration

• Senior Relationship Manager – interface between clients and digital solutions

• Head of Wealth Planning – complex asset structures and succession planning

• ESG and Sustainability Experts – integration of impact investments

• Digital Transformation Leads – modernization of platforms and processes

These roles are critical to rethinking wealth management—from traditional advisory models to the integration of AI-driven tools and sustainable investment concepts.

Our Contribution

Wirz & Partners supports Swiss banks and wealth managers in filling key positions within private banking and wealth management. Our structured search process combines precise role profiling with deep market expertise to identify leaders who not only excel professionally but also fit culturally and actively drive transformation.

We deliver executives who build trust, advance innovation, and secure long-term value creation. 

Why Act Now?

The industry is under immense pressure to change. Those who secure the right leaders today will not only gain a competitive advantage but also ensure their ability to successfully implement new business models.

Ready to fill your next key role?

👉 Contact us now.