Head of Business Management Client Advisory and Wealth Planning 80-100%

About the job

The family business Rahn+Bodmer Co., founded in 1750, is the oldest Swiss private bank and
employs around 200 people in the heart of Zurich. Rahn+Bodmer Co. focuses on individual
independent asset management and wealth planning and maintains long-term customer relationships over
generations. The partnership-run bank lives a culture of responsibility, continuity, and
personal care.

To strengthen our Client Advisory team, we are looking for an experienced personality as
Head of Business Management Client Advisory and Wealth Planning 80-100%

Your area of responsibility:
- Overall responsibility for the Client Advisory and Wealth Planning departments
- Leadership, motivation, and development of the two employees, as well as specialist groups and committees
- Corporate development: Participation in the bank-wide specialist committee for the further development of the company in close coordination with management
- Project representation & interface management: Representation of own areas in client-oriented
projects and coordination between different specialist departments
- Process analysis & optimization: Continuous identification of improvement potentials in processes
and implementation of quality adjustments involving relevant stakeholders
- Staff tasks: advisory, planning, and controlling activities to support management
- Assistance in conducting department meetings including preparation of presentations and coordination of
topics
- Analysis and interpretation of success figures as well as explanation of evaluation results and
potential improvements to the department management
- Knowledge transfer: Planning and conducting workshops and internal training for process
users

Your profile:
- Several years of experience in the financial sector with sound knowledge of internal banking processes, preferably
in sales-related units
- Further education in business administration, project management, or a comparable field
- Proven experience in project and process management as well as in moderating meetings and
workshops
- Very good MS Office skills, experience with common AI tools; knowledge of Avaloq and
ideally Eligamo is an advantage
- Very good German skills in spoken and written form
- Professional appearance, cross-team collaboration, and clear, convincing communication
- Proactive, sociable personality with high initiative, openness to new things, and entrepreneurial thinking
- Solution orientation, networked thinking, teamwork, resilience, good manners, and willingness for occasional special assignments
- Structured, efficient, and independent working style with a pronounced organizational talent
- Strong customer orientation, high service and quality awareness

Are you interested in a responsible leadership position with great scope for design in a stable,
value-oriented private banking environment? Do you appreciate short decision-making paths, an entrepreneurial
and family-oriented corporate culture as well as modern working conditions and flexible working time models?
Then we look forward to receiving your complete application documents by e-mail to Peter Wissmann, HR Management
peter.wissmann@rahnbodmer.ch