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For our client, a Wealth Manager with global presence, we are looking for a Wealth Planner and Relationship Manager, to join their Zurich-based team.
This is a position with long-term career development opportunities, in a Wealth Manager with global presence.
About the job:
Develop and maintain strong relationships with high-net-worth clients, understanding their financial objectives, preferences, and risk tolerance.
Conduct comprehensive financial assessments and create customized wealth management plans aligned with clients' goals and objectives.
Provide expert advice on investment strategies, asset allocation, retirement planning, estate planning, tax optimization, and other wealth management topics.
Collaborate with internal teams, including investment advisors, tax professionals, and legal experts, to deliver holistic wealth management solutions.
Proactively identify opportunities to deepen client relationships and expand the firm's client base through referrals and networking efforts.
Stay abreast of market trends, regulatory changes, and industry best practices to ensure the delivery of cutting-edge wealth management services.
About the candidate:
Bachelor's degree in finance, economics, business administration, or a related field; advanced degree or professional certifications (e.g., CFP, CFA, CPA) preferred.
Minimum of 5 years of experience in wealth management, financial planning, or a related field, with a proven track record of success in managing high-net-worth client relationships.
Fluent in German (mother tongue) and English, with exceptional verbal and written communication skills.
Strong understanding of financial markets, investment products, and tax strategies.
Excellent analytical skills with the ability to assess complex financial situations and develop tailored solutions.
Client-focused mindset with a dedication to delivering exceptional service and exceeding client expectations.
Ability to work collaboratively in a team environment and thrive in a fast-paced, dynamic industry.
Apply by email
Robert Walters Switzerland AG Valentina Ciherean +41 44 809 3519