Job Description
Job Description
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, retiremen...
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