Wealth Officer

Vor 4 Stunden
Zürich, Zurich, Schweiz ZWEI Wealth Experts AG Vollzeit
pbHelp shape the future of Wealth Management. /b /p pAt bZWEI Wealth /b, 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. /p pWe are looking for motivated and experienced professionals to join us as bWealth Officers /b. /p pAs 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.br/ /p h3Your Responsibilities /h3 ul liDevelop long-term, goal-based wealth strategies tailored to each client's personal objectives, financial situation and risk profile. /li liCreate strategic asset allocations and comprehensive wealth plans. /li /ul h3Find /h3 ul liConduct structured selection processes for banks, asset managers and portfolio solutions. /li liEvaluate proposals based on quality, costs, performance potential and alignment with client objectives. /li liSupport clients in implementing the selected solutions. /li /ul h3Control /h3 ul liMonitor portfolio performance, strategy implementation and risk on an ongoing basis. /li liPrepare regular reports and recommendations for clients. /li liCoordinate all stakeholders to ensure consistent execution of the agreed wealth strategy. /li /ul h3What You Bring /h3 ul liBachelor's degree in Finance, Economics, Business Administration or a related field (or equivalent professional experience). /li liSeveral years of experience in wealth management, private banking, financial planning or a comparable advisory role. /li liStrong analytical skills and attention to detail. /li liA genuine passion for advising clients and helping them make better financial decisions. /li liExcellent interpersonal and communication skills. /li liEntrepreneurial mindset and the ability to build long-term client relationships. /li liAbility to work independently while thriving in a collaborative, team-oriented environment. /li /ul h3What

We Offer
/h3 pAt ZWEI Wealth, you will join an entrepreneurial, fast-growing company that is redefining independent wealth management. /p pWe offer: /p ul liThe opportunity to build your own long-term client book. /li liA unique technology platform supporting every stage of the advisory process. /li liAn open architecture with access to leading banks and asset managers. /li liA collaborative team of experienced wealth professionals. /li liAttractive entrepreneurial compensation and long-term career opportunities. /li /ul

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