Home > Salary > Switzerland > Wealth Planning Analyst
A wealth planning analyst is a professional who assists individuals and families in managing their financial resources effectively. Their primary role is to provide comprehensive financial planning advice to clients, taking into consideration their goals, risk tolerance, and current financial situation. They analyze clients' assets, liabilities, and income, and develop personalized strategies to optimize wealth accumulation, preservation, and distribution. Wealth planning analysts also provide guidance on tax planning, estate planning, retirement planning, and investment management.
Estimated Yearly Salary: 108,948 CHF
Estimated Monthly Salary: 9,079 CHF
Estimated Weekly Salary: 2,095 CHF per week
Estimated Hourly Salary: 52 CHF per hour
Values are pre-tax
Last revision of data: 2025-01-04
Estimated Monthly Salary: 8,775 CHF
Estimated Weekly Salary: 2,025 CHF per week
Estimated Hourly Salary: 51 CHF per hour
Last revision of data: 2024-01-03
Estimated Yearly Salary: 108,834 USD
Estimated Monthly Salary: 9,070 USD
Estimated Weekly Salary: 2,093 USD per week
Estimated Hourly Salary: 52 USD per hour
Difference in salary year over year or average salary increase is approximately
3 %
Data confidence is - relatively high
Data fetched from dabase: 14 submissions.
Results are anonymized. Amounts indicated are pre-tax, meaning no deductionts yet have been made to the basic salary. Salaries where there are less than 3 entries are not displayed.
Want to check how your salary compares? Submit your own salary here
Estimated Yearly Salary: 108,948 CHF
Estimated Monthly Salary: 9,079 CHF
Estimated Weekly Salary: 2,095 CHF per week
Estimated Hourly Salary: 52 CHF per hour
By working as Wealth Planning Analyst a person can save up to 5,603 USD per month or 67,232 USD yearly. Values are pre-tax.
NOTE: These values are estimates and are averaged for the whole country. Furthermore the value is likely exaggerated as no other expenses are taken into account in the projection. Unessential expenses are very subjective and are difficult to assess. Most likely the previously estimated number is significantly lower for majority of people. Expenses in different cities across the country may vary. Above values accuracy is low and is based on limited set of data obtained.
For more information regarding expenses in Switzerland, see costs of living in Switzerland.
Estimated Yearly Salary for Wealth Planning Analyst
Last revision of data: 2025-01-04
Data as of 2025
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Wealth Planning Analyst salary in Switzerland
Average Yearly Salary of Wealth Planning Analyst in Switzerland is approximately 108,948 CHF (108,834 USD). Data is for 2025 and indicates a pre-tax value. The salary itself depends on multiple factors such as seniority, job performance, certifications, experience or any other bonuses. The value indicated is an average amount based on records we have in database. Real values may vary. The data is for orientational purposes.
What does Wealth Planning Analyst do?
A wealth planning analyst is a professional who assists individuals and families in managing their financial resources effectively. Their primary role is to provide comprehensive financial planning advice to clients, taking into consideration their goals, risk tolerance, and current financial situation. They analyze clients' assets, liabilities, and income, and develop personalized strategies to optimize wealth accumulation, preservation, and distribution. Wealth planning analysts also provide guidance on tax planning, estate planning, retirement planning, and investment management.
Skills: Wealth planning, Financial planning, Asset management, Tax planning, Estate planning, Retirement planning
Job industry: Finance
Job industry: Finance
How much does Wealth Planning Analyst make?
Salary details
How much does Wealth Planning Analyst make?Estimated Yearly Salary: 108,948 CHF
Estimated Monthly Salary: 9,079 CHF
Estimated Weekly Salary: 2,095 CHF per week
Estimated Hourly Salary: 52 CHF per hour
Values are pre-tax Last revision of data: 2025-01-04Comparing salary to last year:
Estimated Yearly Salary: 105,301 CHFEstimated Monthly Salary: 8,775 CHF
Estimated Weekly Salary: 2,025 CHF per week
Estimated Hourly Salary: 51 CHF per hour
Last revision of data: 2024-01-03Wealth Planning Analyst estimated salary in USD
For easier comparison here is an estimated salary in USD:Estimated Yearly Salary: 108,834 USD
Estimated Monthly Salary: 9,070 USD
Estimated Weekly Salary: 2,093 USD per week
Estimated Hourly Salary: 52 USD per hour
Difference in salary year over year or average salary increase is approximately
3 %About these results
Data confidence is - relatively high Data fetched from dabase: 14 submissions.
Results are anonymized. Amounts indicated are pre-tax, meaning no deductionts yet have been made to the basic salary. Salaries where there are less than 3 entries are not displayed.
Want to check how your salary compares? Submit your own salary here
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Salary comparison to National average
Switzerland, a landlocked country in Central Europe, is known for its stunning landscapes, including the Swiss Alps, picturesque lakes, and charming cities. With a population of approximately 8.6 million people, Switzerland is relatively small in size, covering an area of around 41,290 square kilometers.
Estimated national average yearly salary is 78,716 CHF (86,670 USD). Value indicated is pre-tax. Below graph shows estimated Wealth Planning Analyst job salary compared to average salary in Switzerland.
Comparison shows that a person working as Wealth Planning Analyst in Switzerland earns on average:
1.38 times the average salary (or 138% of average salary).
Estimated national average yearly salary is 78,716 CHF (86,670 USD). Value indicated is pre-tax. Below graph shows estimated Wealth Planning Analyst job salary compared to average salary in Switzerland.
Comparison shows that a person working as Wealth Planning Analyst in Switzerland earns on average:
1.38 times the average salary (or 138% of average salary).
Is Wealth Planning Analyst a well paid job?
Yes, our data shows that Wealth Planning Analyst is a well paid job. With years and experience the salary might increase even further, resulting in higher satisfaction.What is considered a high salary for Wealth Planning Analyst?
High salary for Wealth Planning Analyst would be somewhere between 119,843 CHF and 157,975 CHF. However this is an estimation based on Gaussian Distribution.How much can you save working as Wealth Planning Analyst in Switzerland?
Living in Switzerland the approximate monthly expenses are: 3,467 USD. This amount covers basic needs such as food, housing, clothing, healthcare and education costs for a single person. No luxury expenses such as traveling, leisure, hobbies are included in the estimation.Estimated Yearly Salary: 108,948 CHF
Estimated Monthly Salary: 9,079 CHF
Estimated Weekly Salary: 2,095 CHF per week
Estimated Hourly Salary: 52 CHF per hour
By working as Wealth Planning Analyst a person can save up to 5,603 USD per month or 67,232 USD yearly. Values are pre-tax.
NOTE: These values are estimates and are averaged for the whole country. Furthermore the value is likely exaggerated as no other expenses are taken into account in the projection. Unessential expenses are very subjective and are difficult to assess. Most likely the previously estimated number is significantly lower for majority of people. Expenses in different cities across the country may vary. Above values accuracy is low and is based on limited set of data obtained.
For more information regarding expenses in Switzerland, see costs of living in Switzerland.
Salary comparison to region and neighbouring coutries
Country's neighbours are: Germany, France, Italy, Austria, Liechtenstein. To make it easier for comparison a conversion from local currency to USD has been made (conversion rates may vary).Estimated Yearly Salary for Wealth Planning Analyst
Germany is 65,165 USD
France is 55,692 USD
Italy is 46,090 USD
Austria is 68,495 USD Last revision of data: 2025-01-04Salary increase per years of experience
Based on data available the salary increase per years of experience is as following- 0 years (beginner) equals base salary
- 1 to 5 years of experience yields
+12% salary increase- 6 to 10 years of experience yields
+25% salary increase- 11 to 15 years of experience yields
+16% salary increase- 16 to 25 years of experience yields
+9% salary increase- more than 25 years of experience yields
+10% salary increaseTop 10 highest salaries in Switzerland
(935,793 CHF per year, pre-tax.)
2. Cardiologist
(777,775 CHF per year, pre-tax.)
(749,848 CHF per year, pre-tax.)
(728,038 CHF per year, pre-tax.)
5. Neurosurgeon
(726,247 CHF per year, pre-tax.)
(709,748 CHF per year, pre-tax.)
7. Urologist
(708,489 CHF per year, pre-tax.)
8. Oncologist
(708,320 CHF per year, pre-tax.)
(708,260 CHF per year, pre-tax.)
(707,855 CHF per year, pre-tax.)
Data as of 2025Random salary:
Qualified mental health professional (62,733 CHF per year, pre-tax.)
Broadway singer (137,020 CHF per year, pre-tax.)
Valet manager (36,997 CHF per year, pre-tax.)
Aircraft maintenance manager (111,286 CHF per year, pre-tax.)
Help desk administrator (86,775 CHF per year, pre-tax.)
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