Senior Wealth Manager

Vor 3 Tagen

Zürich, Zürich, Schweiz Forvest Vollzeit

About Forvest

Founded in 1982, Forvest is a leading Swiss independent wealth manager with offices in Geneva and Zurich. We specialize in integrated wealth management for HNWI and UHNWI clients worldwide, offering services across asset allocation, portfolio management, real estate, private equity, and legacy planning. Supported by institutional-grade research and a global expert network, Forvest blends Swiss tradition with modern innovation to deliver highly tailored, confidential and multi-generational wealth solutions.

Role Overview

Forvest is seeking an experienced Senior Wealth Manager in Zurich with an established HNWI/UHNWI client book and a strong client relationship and management track record. The role provides autonomy, access to advanced tools and global resources, and Work alongside top-tier specialists to craft sophisticated, multidimensional strategies that differentiate your offering. Compensation is performance-based, offering significant upside for high-performing wealth managers focused on delivering exceptional client outcomes and long-term portfolio growth.

Key Responsibilities

  • Manage, service and expand your existing HNWI and UHNWI client relationships.
  • Design and execute personalized wealth management strategies, covering:

-Financial and wealth planning

-Investment management and asset allocation

-Risk management and cash-flow planning

-Succession, legacy, and generational planning

  • Build bespoke, institution-grade portfolios utilizing Forvest's research, tools, and access to both traditional and alternative investments, including private markets.
  • Analyze and manage investment portfolios with emphasis on diversification, return optimization and long-term wealth preservation.
  • Identify selective new business opportunities through an established professional network.
  • Ensure exceptional client service built on trust, continuity, and absolute discretion.

Qualifications & Experience

  • A strong, portable client book with a proven record of long-term relationship management.
  • Deep expertise in:

-Client relationships

-Financial and wealth planning

-Investment management and strategies

-Portfolio construction, analysis, and risk management

-Global financial markets and regulatory environments

  • Communication and interpersonal skills with the ability to build trust at the highest levels.
  • Entrepreneurial mindset with a commitment to excellence, ethics, and confidentiality.

Your advantages

Forvest offers an entrepreneurial, performance-driven environment with compensation tied directly to your success. You gain the freedom of a truly independent environment while benefiting from the long history of the group, its network, institutional-grade research, tools, and exclusive investment opportunities across global markets. As a prestigious Swiss brand with international reach, Forvest provides a trusted foundation for ambitious wealth managers seeking both autonomy and top-tier resources.

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