Independent Wealth Advisor - DACH / Europe (m/f/d)

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  • Schweiz
  • Unbefristet
  • Vollzeit
  • 1 Monat her
  • Einfach bewerben
  • Build and grow your own client book with a focus on DACH and European markets
  • Advise HNW and UHNW clients on strategic asset allocation and investment solutions
  • Develop long-term client relationships based on trust and performance
  • Identify new business opportunities through networking and referrals
  • Structure tailored investment strategies using an open architecture platform
  • Act as the primary advisor to clients while leveraging the platform's investment network
Entrepreneurial Relationship Manager role focused on DACH and European clientsIndependent wealth platform backed by experienced industry leaders
  • Proven experience as a Relationship Manager in Private Banking, Wealth Management or an independent advisory environment
  • Ability to develop and grow client relationships and assets under management
  • Established client network in the DACH region or broader European markets
  • Entrepreneurial mindset and strong ownership mentality
  • Strong understanding of financial markets and portfolio construction
  • Fluency in English; German strongly preferred, additional languages are an advantage
Our client is a Swiss-based independent advisory platform specializing in investment solutions for private clients across the DACH region and wider Europe. The firm operates a modern advisory model that allows experienced client advisors to work with multiple banks and asset managers while maintaining full alignment with their clients' interests.Advisors benefit from a robust operational and regulatory infrastructure, streamlined onboarding processes and access to a broad network of investment partners.The platform is supported by a well-capitalised institutional investor, providing long-term financial stability and enabling continued expansion across European markets.
  • Entrepreneurial wealth advisory model with significant long-term upside potential
  • Access to a modern open-architecture investment platform
  • Ability to select and combine solutions from multiple banks and asset managers
  • Fast client onboarding and streamlined operational support
  • High flexibility in how and where you build your business
  • Opportunity to grow your own client franchise within a scalable platform

Michael Page