Aktuelle Jobs im Zusammenhang mit Financial Advisor to Senior Executives and Families - Zürich, Zürich - PER

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Financial Advisor to Senior Executives and Families

vor 2 Wochen

Zürich, Zürich, Schweiz PER Vollzeit

We are seeking an experienced Financial Advisor to join our team in Switzerland. As a Junior Director, you will be responsible for advising senior executives and families on wealth management and investment strategies.

Responsibilities:
  • Developing and implementing comprehensive wealth management plans for high net worth individuals and families
  • Providing strategic guidance on investment decisions and asset allocation
  • Collaborating with external experts to provide holistic advice on corporate finance and private equity matters
  • Maintaining relationships with key stakeholders, including family members, business owners, and external advisors

To succeed in this role, you will need a Master's degree, 5-8 years of experience in wealth management, investment banking or private equity, excellent communication and interpersonal skills, and a deep understanding of wealth management principles and practices.