Wealth Planner - Financial Services, Geneva
Wealth Planner - Financial Services, Geneva
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Geneva, Schweiz
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Zuletzt geändert: vor einer Woche
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Merken
Anzeigentext
You come from a bank or a independant wealth management firm
You are an experienced Financial Planner
About Our Client A fast-growing External Asset Manager based in Geneva, serving a sophisticated international private client base with independent and tailored investment solutions.
Job Description
Design and implement holistic wealth and financial planning strategies for HNW and UHNW clients
Lead portfolio structuring and optimisation, including asset allocation, risk management and investment efficiency
Advise on wealth structuring, retirement planning, succession and legacy planning
Support the firm's growth by developing internal processes, tools and best practices
Act as a senior point of reference for complex client situations
Participate in client meetings and collaborate closely with relationship managers and investment partners
The Successful Applicant
Senior-level experience (typically 10+ years) in wealth planning, financial planning or investment advisory
Strong background within the Geneva wealth management ecosystem (EAM, private bank, multi-family office or advisory firm)
Demonstrated expertise in portfolio construction and optimisation
Experience working with U.S. clients (U.S. persons, cross-border clients, or U.S.-related structures) is a strong plus
Solid understanding of international wealth management standards and regulatory constraints
Strategic mindset combined with a hands‑on, solution‑oriented approach
Fluent in French and English
What's on Offer A key and visible role within a growing and entrepreneurial EAM
#J-18808-Ljbffr
You are an experienced Financial Planner
About Our Client A fast-growing External Asset Manager based in Geneva, serving a sophisticated international private client base with independent and tailored investment solutions.
Job Description
Design and implement holistic wealth and financial planning strategies for HNW and UHNW clients
Lead portfolio structuring and optimisation, including asset allocation, risk management and investment efficiency
Advise on wealth structuring, retirement planning, succession and legacy planning
Support the firm's growth by developing internal processes, tools and best practices
Act as a senior point of reference for complex client situations
Participate in client meetings and collaborate closely with relationship managers and investment partners
The Successful Applicant
Senior-level experience (typically 10+ years) in wealth planning, financial planning or investment advisory
Strong background within the Geneva wealth management ecosystem (EAM, private bank, multi-family office or advisory firm)
Demonstrated expertise in portfolio construction and optimisation
Experience working with U.S. clients (U.S. persons, cross-border clients, or U.S.-related structures) is a strong plus
Solid understanding of international wealth management standards and regulatory constraints
Strategic mindset combined with a hands‑on, solution‑oriented approach
Fluent in French and English
What's on Offer A key and visible role within a growing and entrepreneurial EAM
#J-18808-Ljbffr
Highlights
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FirmennameMichael Page International (Switzerland) SA
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JobtitelWealth Planner - Financial Services
Sicherheitstipps
Jobangebote, bei denen keinerlei Berufserfahrung erwartet wird, sind selten seriös.
Weitere Informationen zur Anzeige
Die Anzeige Wealth Planner - Financial Services wurde bei Locanto in der Rubrik Genf Gastronomie, Hotellerie, Tourismus veröffentlicht.
Derzeit ist dies die einzige Anzeige in dieser Rubrik für Genf.
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