Private Wealth Manager

vor 1 Woche

Genf, Genf, Schweiz Independent Resourcing Consultancy Vollzeit CHF 120'000 - CHF 180'000 pro Jahr


Private Wealth Manager - Switzerland

Our client, a well-respected Wealth Management firm headquartered in Europe, is expanding its presence across various countries in the region. A unique opportunity has therefore arisen for established Wealth Managers to join this growing firm. This is an exciting chance to join a fully regulated, ethical company that offers many attractive, low-cost investment solutions with the clients best interests at its core.

Role Overview:

The selection process has begun, and our client is seeking a UK or equivalent qualified Financial Advisor with offshore experience. The successful candidate will be based in Switzerland. Only experienced and ethical advisors will be considered, to align with the company's core values. Experience advising expatriate clients in the areas of investment and pension transfers is essential. Candidates not meeting these requirements will not be considered.

Key Responsibilities:

- Provide comprehensive financial advice to expatriate clients, focusing on investment and pension transfers.

- Uphold the firms ethical standards and core values in all client interactions.

- Leverage lead generation opportunities provided from the outset.

- After completing the probation period, work with a dedicated Business Development Manager (BDM) to further enhance client acquisition and service.

Qualifications:

- UK or equivalent financial advisory qualification.

- Extensive offshore experience.

- Proven track record of advising expatriate clients on investment and pension transfers.

- Strong ethical standards and alignment with the firms core values.

- Transferable client book with a substantial AUM.

Benefits

- Favorable Commission and AMC splits.

- Negotiable Monthly Retainer Support.

- The ability to offer cross-border advice throughout Europe under MiFID II and in Switzerland under FINMA/ARIF regulations.

Application Process:

If you are an experienced and ethical Financial Advisor with a transferable client book and AUM, ready to take the next step in your career, we invite you to apply. Please submit your CV and cover letter, highlighting your suitability for the role and your career aspirations.

Our client is committed to fostering a diverse and inclusive work environment. We welcome applications from all qualified individuals.



Package Details

- Favorable Commission and AMC splits.

- Negotiable Monthly Retainer Support.

- The ability to offer cross-border advice throughout Europe under MiFID II and in Switzerland under FINMA/ARIF regulations.

  • Wealth Planner

    vor 9 Stunden

    Genf, Genf, Schweiz Ur-Capital Vollzeit

    Job Description A leading international group focusing in the protection and succession of family wealth is looking for their new Wealth Planner.   Responsibilities : Serve as a trusted advisor to clients on complex wealth planning needs, including estate planning, asset protection, succession planning and philanthropy.Develop and maintain strong...

  • Portfolio Manager – Wealth Management

    vor 2 Wochen

    Genf, Genf, Schweiz Optima Partners Vollzeit CHF 80'000 - CHF 150'000 pro Jahr

    Job Description Portfolio Manager – Wealth Management (Multi-Asset)For our client, a mid-sized private bank, we are seeking a Portfolio Manager, reporting directly to the Head of Asset Management.You will have the opportunity to evolve within a dynamic team in a human-scale institution with an international presence. Your Role and ResponsibilitiesIdentify...

  • Senior Wealth Planner

    vor 9 Stunden

    Genf, Genf, Schweiz Pictet Group Vollzeit

    Your teamPictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial services group offers a comprehensive service for wealthy individuals and families, including discretionary and advisory investment solutions and family office services.PWM is seeking to recruit a Senior...

  • Wealth planner

    vor 1 Woche

    Genf, Genf, Schweiz Norman Alex Vollzeit CHF 80'000 - CHF 200'000 pro Jahr

    Our client is a prestigious International Private Bank and is looking to recruit a Senior Wealth Planer for its LATAM desk.The candidate will be responsible for following for Latin American clients (mainly Brazilian, but also Argentineans and Mexicans). Working closely with the Private Bankers, he will be advising clients on tax, wealth and estate planning...

  • Private Assets Investment Manager

    vor 2 Wochen

    Genf, Genf, Schweiz Lombard Odier & Cie Vollzeit CHF 120'000 - CHF 250'000 pro Jahr

    A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices...

  • Senior Private Banker

    Vor 4 Tagen

    Genf, Genf, Schweiz HRTP Vollzeit CHF 2'000'000 - CHF 3'000'000 pro Jahr

    About the CompanyOur client, a renowned Swiss private bank, offers a unique model that blends the independence of an external asset manager with the full capabilities and excellence of a private banking institution. This structure gives experienced bankers the agility they seek while providing their clients with world-class services.About the RoleWe are...

  • Junior Private Banker

    Vor 4 Tagen

    Genf, Genf, Schweiz HRTP Vollzeit CHF 120'000 - CHF 240'000 pro Jahr

    About the CompanyOur client, a leading Swiss private bank, is seeking a Junior Private Banker to join their Geneva or Zurich teams. This role requires a strong combination of banking expertise, professional certifications, and exceptional interpersonal skills, with a focus on building trust and long-term client relationships.About the RoleThe successful...

  • International Private Bank, Private Banker, Turkey

    vor 1 Woche

    Genf, Genf, Schweiz JPMorganChase Vollzeit CHF 120'000 - CHF 240'000 pro Jahr

    DescriptionThis is an exciting opportunity for you to join a dynamic, diverse team within the MENAT team of J.P Morgan's EMEA Private Banking business.  We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients.  If you have an entrepreneurial mind-set and...

  • International Private Bank, Private Banker, Qatar

    vor 1 Woche

    Genf, Genf, Schweiz Description This Vollzeit CHF 120'000 - CHF 240'000 pro Jahr

    DescriptionThis is an exciting opportunity for you to join a dynamic, diverse team within the MENAT team of J.P Morgan's EMEA Private Banking business.  We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients.  If you have an entrepreneurial mind-set and...

  • Senior Private Banker – International Markets

    vor 2 Wochen

    Genf, Genf, Schweiz HRTP Vollzeit CHF 120'000 - CHF 240'000 pro Jahr

    About the CompanyOur client is a renowned Swiss financial institution offering a distinctive model that combines the flexibility of an external asset manager with the comprehensive services, resources, and excellence of a private bank. This unique platform empowers experienced bankers to serve their clients with independence while leveraging the full support...