Independent Wealth Advisor | Strategic Planning

Vor 24 Stunden
Zürich, Zurich, Schweiz ZWEI Wealth Experts AG Vollzeit
pZWEI Wealth Experts AG is seeking an experienced Wealth Officer to serve as the trusted advisor for clients’ wealth needs. You will coordinate strategic wealth planning, select financial providers, and monitor ongoing performance, always acting in the clients' best interests. /ppThe role emphasizes building long-term client relationships, collaborating with banks and asset managers, and delivering tailored wealth solutions through an open architecture platform. /p

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