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Private Wealth Adviser

Are you a skilled private wealth adviser who believes in adding value to clients by understanding their needs and delivering? Can you build strong long-term relationships and drive a business forward?

swissglobal is looking for committed financial services visionaries who are experts in building relationships that matter. You will be at least L3 qualified, or have 3+ years of experience in other areas of financial services, with transferrable skills. You will be joining our teams in Geneva, Basel, Zurich or Dubai, giving you a new window of experiences and a vibrant lifestyle.

If you are passionate about helping people achieve their financial goals, and would like to grow both personally and professionally, join us as we bring benefit to clients and help people prepare financially for tomorrow.

 

Your role

  • To provide outstanding financial planning advice to our global clients
  • Lead and act as a role model
  • Create and maintain long-lasting relationships with clients
  • Be a brand ambassador for swissglobal
  • Take to heart our commitment to responsiveness, transparency and excellence
  • Be proactive in finding areas of improvement to boost client engagement
  • Always comply with the regulatory and legal environment

 

The benefits we offer you

  • International experience in vibrant locations
  • A career packed with growth opportunities
  • Extensive learning, development and coaching support
  • Sponsored study, upskilling and accreditation opportunities
  • Competitive remuneration packages and incentive structures 

Qualifications

  • L3 qualifications or 3+ years in related financial services roles
  • A track record backed by results
  • Experience in, and proof of, ensuring outstanding client service delivery
  • Evidence of proactive engagement with clients 

Apply

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