Requirements:
- 8+ years of wealth management experience or equivalent
- Strong financial advisory and wealth management
- Currently have experience managing a portfolio of CHF100million plus
- Can demonstrate evidence of strategic level decision making
- Current network of HNW and UHNW individuals in necessary market - German speaking markets
- Have the ability/right to work in Switzerland
Responsibilities:
- Run clients investment portfolio and advise accordingly to individual financial needs
- Run both Discretionary & Advisory Mandates
- Utilize existing network and have possibility of bringing assets with you
- Responsible for contribution to relevant strategy
- Be client-facing
Package:
- Competitive compensation
- Bonus
- Benefits
