Employer: Independent Multinational Wealth Management and Private Finance Firm
Location: Switzerland (Zurich preferred; other Swiss locations considered)
About the Firm
My client is a privately owned, independent wealth management and private finance firm providing impartial advice and bespoke solutions to high‑net‑worth individuals, families and corporates. The firm offers advanced client systems, strong compliance oversight and international mobility.
Role Summary
The Private Wealth Manager — Switzerland will manage and grow a portfolio of high‑net‑worth clients, delivering bespoke wealth planning, investment management and fiduciary services tailored to Swiss and cross‑border requirements.
Key Responsibilities
- Advise and manage relationships with HNW/UHNW clients, family offices and corporate principals
- Develop and implement bespoke wealth plans covering investments, retirement/pension planning, tax‑efficient structuring, estate planning and protection strategies
- Construct and oversee discretionary and advisory investment portfolios; recommend asset allocation, structured products and alternative investments where appropriate
- Coordinate with tax, legal and trust specialists to deliver cross‑border solutions and client reporting
- Prepare clear suitability recommendations, risk assessments and regular portfolio reviews
- Ensure full compliance with Swiss and relevant international regulations and firm governance
- Proactively source new business through referrals, networking and professional introducers
- Mentor junior team members and liaise with international offices to service global clients
Required Qualifications & Experience
- Recognised financial planning/investment qualification (e.g., CFA, CISI, FPFS, CFP or equivalent) and relevant Swiss/regulatory approvals where required
- Minimum 5–8 years’ experience in wealth management with demonstrable HNW client experience and active client base with transferable AUM.
- Strong technical knowledge of investment products, portfolio construction, tax and trust structures in Switzerland and key jurisdictions
- Fluent English and proficiency in German and/or French; other languages advantageous
Skills & Attributes
- Excellent client‑facing, negotiation and relationship management skills
- High integrity, confidentiality and strong compliance mindset
- Commercially driven with proven business development capability
- Analytical, organised and proficient with portfolio systems and reporting tools
- Ability to work independently and collaboratively across international teams
Benefits
- Competitive base salary with performance-linked bonus and generous long-term incentives
- Access to firm resources, discretionary mandates and international product platforms
- Professional development, training and support for regulatory authorisations
- Relocation and visa/work-permit assistance where applicable
- Flexible working arrangements and Swiss employment benefits
How to Apply
Candidates should submit a CV and cover letter stating Swiss location preference and regulatory status via the recruiter or the client’s careers page. Shortlisted applicants will be asked to provide proof of qualifications and references.
Privacy & Consent
By applying, candidates consent to the collection, use and processing of personal data in accordance with the firm’s privacy policy.