What does a Wealth Planner do?

You plan wealth and succession for high-net-worth clients.

How much does a Wealth Planner earn?

Entry ~CHF CHF 95'000, mid ~CHF CHF 145'000 per year (approximate).

Wealth Planner

Finance & Insurance

Wealth planners create comprehensive wealth and succession plans for affluent individuals and families. They analyze tax situations, structure assets, and coordinate legal and tax advisors. A core profession at the Swiss financial center.

Entry

~CHF 95'000

CHF 7'917/Mt.

Mid

~CHF 145'000

CHF 12'083/Mt.

Senior

~CHF 220'000

CHF 18'333/Mt.

Approximate values — salaries may vary by region, employer and experience.

📚 Education

LevelUniversity / ETH

Duration72 months

Your path to Wealth Planner

●

Secondary School

You are here

⑂

High School4 years

Baccalaureate

📊 Grade average ~5.0 for admission (varies by canton)

Long-track (from grade 6)Short-track (from grade 8/9)Apprenticeship + BMS + Passerelle

University / ETH3 years

Bachelor's degree

Master's degree1.5–2 years

🎯

Career Start

Master's degree

💰

Starting salary: CHF 95'000/year

Academic Requirements

🔢 Mathematics8/10

🔬 Science3/10

💻 IT6/10

🔧 Manual1/10

🎨 Artistic1/10

📊 Ratings

⚖️ Work-Life-Balance6/10

🎨 Creativity5/10

🤝 Social Contact9/10

💪 Physical Demands1/10

📈 Career Growth8/10

🔮 Future Outlook6/10

🔥 Demand (current)6/10

✨ AI Risk6/10

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