Wealth Advisor

About the Company

Our client is a highly respected multi-family office headquartered in Zurich, with additional offices in Malta, London, and New York. The firm is known for its conservative investment philosophy and commitment to long-term wealth preservation. It holds financial asset management licences across Switzerland, the US, Europe, and the UK, allowing it to serve clients seamlessly across multiple jurisdictions.

They are looking to recruit a Wealth Advisor to join their Zurich office and contribute to the continued growth of the business. The role will focus on advising ultra high net worth clients on a fully discretionary basis and developing new relationships that align with the firm’s conservative values. You should have extensive experience in private wealth management, a solid understanding of discretionary portfolio management, and a proven track record in building and maintaining trusted client relationships.