Zurich Private Wealth Manager
vor 3 Wochen
About the Role
FINDERS SA is seeking a skilled and experienced Private Wealth Manager to join our team in Zurich. This is an exciting opportunity for a client-focused professional to manage high net worth (HNW) clients from the Middle East.
Key Responsibilities:
- Build trusted relationships with clients and provide exceptional follow-up service, ensuring their affairs and wealth structures are aligned with their commercial and risk objectives.
- Identify business opportunities from new and existing clients, with a focus on internationally mobile HNWI's and privately owned fast growth start-ups/scale-ups at various stages of their business life cycle.
- Perform administrative and compliance-related tasks related to account-opening, passing orders, and trades etc.
Requirements:
- Masters degree in Finance or Chartered Accountant equivalent.
- 3-5 years of relevant experience from a Big 4, Bank, or Family Office.
- International background dealing with HNW private clients from the Middle East.
- Exposure to trusts and fiduciary services a plus but not required.
- A proactive team player able to work independently with minimal guidance, possessing excellent interpersonal and communication skills.
- Fluent/bilingual English; Arabic a strong plus.
- Risk-oriented mindset, sharp analytical mind, good numeracy skills, and strong commercial awareness.
- Takes responsibility for tasks and sees them through to completion.
Benefits:
- Possibility to work in a close-knit and collegial team.
- Opportunity to be part of a meritocratic, fast-paced environment.
- Potential for career progression in a successful company.
- Chance to consolidate private client/wealth management experience.
Compensation:
The estimated annual salary for this role is around CHF 120,000 - CHF 180,000 depending on qualifications and experience.
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