Independent Wealth Advisor | Strategic Planning & Portfolio Oversight

ZWEI Wealth Experts AG; Zürich; On-site; CHF 120,000 - 180,000; Full time

Benefits offered by this job

Open architecture access to banks

Leading banks access

Career opportunities

Job summary

ZWEI Wealth Experts AG is seeking an experienced Wealth Officer to serve as the trusted advisor for clients’ wealth needs. You will coordinate strategic wealth planning, select financial providers, and monitor ongoing performance, always acting in the clients' best interests.

The role emphasizes building long-term client relationships, collaborating with banks and asset managers, and delivering tailored wealth solutions through an open architecture platform.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration or related field.
• Several years of experience in wealth management or private banking.
• Strong analytical skills and attention to detail.
• Excellent interpersonal and communication skills.
• Entrepreneurial mindset and ability to build long-term client relationships.

Responsibilities

• Develop long-term, goal-based wealth strategies tailored to each client's personal objectives, financial situation and risk profile.
• Create strategic asset allocations and comprehensive wealth plans.
• Conduct structured selection processes for banks, asset managers and portfolio solutions.
• Monitor portfolio performance, strategy implementation and risk on an ongoing basis.
• Prepare regular reports and recommendations for clients.

Skills

Analytical skills

Interpersonal skills

Communication skills

Entrepreneurial mindset

Client relationships

Education

Bachelor's degree in Finance, Economics, Business Administration or related field

Job description

ZWEI Wealth Experts AG is seeking an experienced Wealth Officer to serve as the trusted advisor for clients’ wealth needs. You will coordinate strategic wealth planning, select financial providers, and monitor ongoing performance, always acting in the clients' best interests.

The role emphasizes building long-term client relationships, collaborating with banks and asset managers, and delivering tailored wealth solutions through an open architecture platform.