Private Banker/ Financial Adviser/ Relationship ManagerWorldwide

Vacancies in Worldwide

Job reference: SAS-2004-10314

Short Description

A worldwide opportunity for Private Bankers, Financial Advisers and Relationship Managers to join our Client. Roles are available immediately as applicants can work remotely.

Job Detail

Our Client is a leading Swiss provider of wealth management and investment solutions. Its Head Office is in Geneva, Switzerland, with a global reach to support its customers all over the world. The company provides its services to customers including entrepreneurs, investment advisers and family offices. They offer a variety of best of breed investment products and services through their open architecture and also provide customized investment solutions to ensure they meet the needs of their customers whilst fulfilling compliance and regulatory requirements. They consolidate their service offering through their wealth management platform.

They are expanding their global capability through the recruitment of experienced, qualified private bankers, financial advisers and relationship managers. They are also welcoming applications from business introducers including accountants, lawyers, real estate companies and other businesses and individuals who can introduce their customers to this wealth management service.


??         Established, professional wealth management company.

??         Fully regulated and licensed. They are a member of the Swiss Association of Asset Managers (SAAM), recognized by FINMA, the Swiss Financial Authority. 

   The company w
orks with numerous prominent banks both in Switzerland the rest of the world.

??         Their target clients are Swiss and international HNW individuals or businesses who are seeking to open Swiss bank accounts or have existing bank accounts for wealth management & investment purposes. 

offers its clients either an investment advisory or an investment management mandate.

??         They provide a dedicated investment and compliance team.

??         They offer financial professionals tailored operational and administrative services to support them in meeting the needs of their customers through the platform.

??         Opportunities in: 

o    Switzerland

o    Europe

o    Asia

o    The Middle East

o    Latin America

o    USA

o    Canada

o    Australia

o    Africa

Candidate Profile/Package:

  •          Experienced and industry qualified.
  •          Ideally, at least 10 years' experience in the financial services industry.
  •          Private Banker/Financial Adviser/Relationship Manager -  CHF 10m AUM minimum to transfer.
  •          Industry Introducer with a minimum client book valued at CHF 5m.
  •          Strong network to build future business.
  •          Flexible working: individuals can work from the office in Geneva or work from home.
  •          Resilience is key; individuals will be energetic, enthusiastic, entrepreneurial and hard-working.
  •          Package: Self-employed, Commission-only with a 50% sharing of all revenues generated which include investment management fees. Please note: No base salaries are offered.

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