A worldwide opportunity for Private Bankers, Financial Advisers and Relationship Managers to join our Client. Roles are available immediately as applicants can work remotely.
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.
professional wealth management company.
regulated and licensed. They are a member of the
Swiss Association of Asset Managers (SAAM), recognized by FINMA, the Swiss
The company works 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.
It 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.
and industry qualified.
at least 10 years' experience in the financial services industry.
Banker/Financial Adviser/Relationship Manager -
CHF 10m AUM minimum to transfer.
Introducer with a minimum client book valued at CHF 5m.
network to build future business.
working: individuals can work from the office in Geneva or work from home.
is key; individuals will be energetic, enthusiastic, entrepreneurial and
- 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.