Senior Client Advisor, Swiss Private Wealth
Job in
Zürich, 8058, Zurich, Kanton Zürich, Switzerland
Listed on 2026-03-10
Listing for:
CFA Institute
Full Time
position Listed on 2026-03-10
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor, Financial Services, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm in Zurich seeks a Client Advisor to lead new client acquisition and retention. The role involves advising high net worth clients on investment strategies and financial planning. Ideal candidates will have significant private banking experience, strong organizational and communication skills, and a proven track record of success. Fluency in English and German is required, with French or Italian as a plus.
The company values diversity and offers a dynamic work environment.
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Position Requirements
10+ Years
work experience
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