Independent Wealth Manager — Remote

Vor 5 Tagen

Schwyz, Schwyz, Schweiz Bendio Wealth Management Vollzeit CHF 300'000 - CHF 500'000 pro Jahr

About Bendio

Bendio is a regulated Swiss asset manager delivering independent wealth management and comprehensive wealth advisory. We offer FO-lite services, multi-custody execution (Switzerland / Dubai / USA), and access to alternative investments.

What we're looking for

We're building a network of Partners / Financial Advisors / Introducers who want to grow with us. Any book size is welcome—we value real relationships, ethics, and long-term thinking.

What you'll do

  • Bring and care for HNW / family relationships (FO-lite, multi-custody).
  • Coordinate onboarding (target ≤30 business days) and consolidated reporting.
  • Work with our custody partners (CH/Dubai/USA) and internal teams.
  • Offer public market strategies and alternatives aligned with client goals and risk.
  • Operate with a client-first, compliance-first mindset.

Who you are

  • Either 3+ years in wealth/private banking/advisory or a strong network of potential clients.
  • Entrepreneurial partner mindset (not employee mentality).
  • Strong communication; Spanish & English (Portuguese/German a plus).
  • Familiar with LatAm / Switzerland / MENA / USA (nice to have).
  • Compensation — 100% Variable, Equitable Revenue Share
  • Transparent revenue share on net revenues (no fixed salary).
  • Indicative range (role/scope dependent): 30–50% of net revenue, renewed annually while the relationship is jointly serviced.

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