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📍 Zurich Mid-Level Wealth Management 💴 CHF 100’000 – CHF 140’000 Posted 24 Apr

A Zurich-based wealth management boutique is looking to add a talented Mid-Level Client Advisor to its growing advisory team. The successful candidate will work closely with senior relationship managers to serve a portfolio of affluent Swiss and international clients, providing investment advice, portfolio reviews and financial planning support. You will proactively identify cross-selling opportunities, prepare client proposals and attend joint client meetings, with a view to taking on your own client book within 18–24 months. The firm provides a highly collaborative environment, access to a proprietary research platform and a clear progression framework for high performers. This is an excellent opportunity for an advisor who has developed a solid technical foundation and is ready to accelerate their client-facing career within a focused, entrepreneurial setting.

• 3–6 years of experience in wealth management, private banking or financial advisory • Sound knowledge of investment products including equities, bonds, funds and structured solutions • Strong analytical skills with the ability to prepare compelling client proposals • Client-centric mindset with excellent interpersonal and communication skills • Fluency in German and English required; French an advantage • Progress toward CFA, CWMA or equivalent qualification desirable • Experience with Bloomberg or similar financial data platforms preferred