Private Wealth Manager – Geneva, Switzerland

Prestige IFA Jobs; Genf; Vor Ort; CHF 120.000 - 180.000; Vollzeit

Zusammenfassung

Prestige IFA Jobs is representing a prestigious international wealth management business seeking an experienced Private Wealth Adviser to join its Geneva operation.

The role focuses on building a client base with international and expatriate clients, developing new business, and delivering wealth advice with the support of a multi-jurisdiction platform and paraplanning.

Success will be measured by client outcomes, acquisition, retention and revenue growth.

Qualifikationen

• Proven experience as Private Wealth Adviser.
• Strong network with international and expatriate clients.
• Ability to build a client book, generate new business and manage relationships.

Aufgaben

• Develop and manage a client book of international and expatriate clients.
• Generate new business opportunities and grow recurring revenue.
• Foster long-term client relationships and provide wealth advice.
• Collaborate with paraplanning and wealth management technology to optimise workflow.

Kenntnisse

New business development

Client relationship management

International & expatriate clients

Networking

Ausbildung

DipPFS / CISI Level 4 / CFP or equivalent

Jobbeschreibung

Prestige IFA Jobs is delighted to be representing our client, an established international wealth management business, in the search for an experienced Private Wealth Adviser to join its Geneva operation.

This is an excellent opportunity for an experienced adviser who is commercially driven, enjoys developing new business and is looking to build a successful career working with international and expatriate clients.

The Opportunity

Our client is seeking an experienced Private Wealth Adviser with a clear focus on building and growing a client base within the international and expatriate market.

The successful candidate will be responsible for developing their own client book, generating new business opportunities and building long-term relationships with internationally mobile and high-earning individuals.

Advisers are supported by a fully licensed, multi-jurisdictional platform, centralised compliance and operations, paraplanning support and wealth management technology designed to reduce the administrative burden.

This allows advisers to concentrate on what matters most — advice, client relationships and business growth.

Success in the role is measured through positive client outcomes, client acquisition, client retention and recurring revenue growth. UK-recognised financial advisory qualifications (DipPFS, CISI Level 4, CFP or equivalent).