Wealth Advisor
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Job Location:
Zürich - Switzerland
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Our client is a highly respected multi-family office headquartered in Zurich with additional offices in Malta London and New York. The firm is known for its conservative investment philosophy and commitment to long-term wealth preservation. It holds financial asset management licences across Switzerland the US Europe and the UK allowing it to serve clients seamlessly across multiple jurisdictions.
They are looking to recruit a Wealth Advisor to join their Zurich office and contribute to the continued growth of the business. The role will focus on advising ultra high net worth clients on a fully discretionary basis and developing new relationships that align with the firms conservative values. You should have extensive experience in private wealth management a solid understanding of discretionary portfolio management and a proven track record in building and maintaining trusted client relationships.
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
