Ref. 6798

CEO – Expansion and management of a modern Private Bank with a focus on corporate clients

The organisation is undergoing a strategic transformation process with the aim of establishing an innovative business model in the area of private banking and wealth management for SMEs and their executives. The focus is on developing a modular, digital platform for wealth management solutions that addresses business needs and sets new standards in consulting, product integration and partnership models. The advertised CEO position encompasses overall responsibility for the development and management of the newly positioned private bank as well as the second division, occupational pensions, which forms a strategically complementary component. The role offers the opportunity to actively shape and influence a growth-oriented business model with high market relevance in the long term.

How you can benefit from 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

The mandate has been successfully completed.

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Why is this challenge interesting to you?

Your experience
  • You have extensive management experience in the financial services sector – ideally as a CEO or in a comparable role – and have a deep understanding of the needs of SMEs and entrepreneurial customer groups.
  • Your expertise covers topics such as asset management, pensions, digital transformation, and strategic business development. Experience in establishing B2B sales structures and working with partner organisations rounds off your profile. 
  • You are a doer, an implementer, not an intrapreneur or a ‘do-nothing’, nor a corporate animal. 
  • You motivate and lead the way, you shape your organisation.

Your responsibilities

  • You will take on the overall strategic and operational management of an organisation that combines banking services and pension solutions under one roof.
  • You will be responsible for the further development of the business model, the implementation of the digital platform strategy, and the establishment and maintenance of strategic partnerships.
  • You will steer business development with clear performance targets and lead an interdisciplinary management team

Your benefits

  • You will shape an entrepreneurial role with high strategic relevance in an environment focused on sustainable growth, digital innovation, and partnership-based collaboration.
  • The position offers you the opportunity to further develop a specialised business model and actively contribute to positioning a new provider in the Swiss market – with high visibility and creative freedom.

Subject areas

  • Private Banking Services:
    Asset management, financing solutions, investment advice for entrepreneurs
  • Integrated Pension Solutions:
    Development and scaling of 2nd and 3rd pillar offerings, including digital pension products and modular platform solutions
  • Digital platform strategy:
    Introduction and use of a new core banking system for product modularisation and scaling
  • B2B sales & partnerships:
    Establishment of partnerships with ERP, tax, and insurance service providers for joint market development
  • Product innovation & open banking:
    Development of interfaces and white-label solutions for external partners
  • M&A & Integration:
    Identification and implementation of strategic acquisitions with synergy potential
  • Sustainability & governance:
    Establishment of transparent, regulatory-compliant structures with a focus on  long-term value creation

 

Role & responsibilities

  • Overall strategic and operational management of the organisation with a focus on private banking and pensions
  • Further development and implementation of the platform strategy
  • Positioning the organisation as a relevant provider in the SME and entrepreneur segment
  • Establishing and maintaining strategic partnerships
  • Responsibility for business development, revenue, and results
  • Leadership and development of the management team

 

What do you bring to the table?

  • Proven leadership experience as a CEO or in a comparable role in the financial services sector
  • Expertise in asset management, pensions, or related banking topics 
  • Experience in developing and scaling digital business models
  • Understanding of the needs of SMEs and corporate customers
  • Ability to manage strategy and implement operations
  • Ideally, experience in working with partner organisations and in B2B sales
  • German as working language, business fluent English

 

General conditions

  • Location: German-speaking Switzerland
  • Flexible working models
  • Culture of personal responsibility and long-term development

Bewerbung & Kontakt

Erik Wirz
Erik Wirz
Managing Partner
wirz phone +41 44 515 02 60 wirz email erik.wirz@w-gruppe.com
Rekrutierungsprozess

In einem ersten Gespräch geben wir Ihnen einen detaillierten Einblick in die Aufgabe, das Unternehmen, die Unternehmenskultur und Ihre Entwicklungsmöglichkeiten.

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