Wealth Planner & Relationship Manager

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.