Wealth officer

Vor 11 Stunden
zürich, Schweiz ZWEI Wealth Experts AG Vollzeit
Help shape the future of Wealth Management. At ZWEI Wealth , we believe that wealthy clients deserve truly independent advice. We are building the next generation of wealth management by combining experienced advisors with a powerful technology platform and an open-architecture approach. We are looking for motivated and experienced professionals to join us as Wealth Officers . As a Wealth Officer, you are the trusted advisor to your clients, coordinating all aspects of their wealth affairs—from strategic wealth planning and the selection of financial providers to ongoing monitoring and reporting. You act exclusively in your clients' best interests and serve as their central point of contact when working with banks and asset managers. Your Responsibilities Develop long-term, goal-based wealth strategies tailored to each client's personal objectives, financial situation and risk profile. Create strategic asset allocations and comprehensive wealth plans. Find Conduct structured selection processes for banks, asset managers and portfolio solutions. Evaluate proposals based on quality, costs, performance potential and alignment with client objectives. Support clients in implementing the selected solutions. Control Monitor portfolio performance, strategy implementation and risk on an ongoing basis. Prepare regular reports and recommendations for clients. Coordinate all stakeholders to ensure consistent execution of the agreed wealth strategy. What You Bring Bachelor's degree in Finance, Economics, Business Administration or a related field (or equivalent professional experience). Several years of experience in wealth management, private banking, financial planning or a comparable advisory role. Strong analytical skills and attention to detail. A genuine passion for advising clients and helping them make better financial decisions. Excellent interpersonal and communication skills. Entrepreneurial mindset and the ability to build long-term client relationships. Ability to work independently while thriving in a collaborative, team-oriented environment.

What We Offer
At ZWEI Wealth, you will join an entrepreneurial, fast-growing company that is redefining independent wealth management.

We offer
The opportunity to build your own long-term client book. A unique technology platform supporting every stage of the advisory process. An open architecture with access to leading banks and asset managers. A collaborative team of experienced wealth professionals. Attractive entrepreneurial compensation and long-term career opportunities.

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