Save Job Back to Search Job Description Summary Similar Jobs Added 24/02/2026Build and develop your own client base with long-term career growth potentialWork in a flexible, entrepreneurial environment with performance-based upsideAbout Our ClientOur client is a fast-growing Swiss wealth advisory firm founded by highly recognised economists and entrepreneurs. The firm operates with a strictly client-centric approach, delivering independent, transparent and high-quality wealth management advice.The organisation combines deep investment expertise with a modern, agile structure. It promotes entrepreneurial thinking, collaboration and continuous learning through regular training and knowledge-sharing initiatives. Professionals benefit from flexible working arrangements, performance-based remuneration and the opportunity to take on increasing responsibility as they develop their own client relationships.This is an environment designed for ambitious individuals who want to build long-term careers in wealth management while maintaining autonomy and impact.Job DescriptionPrepare investment strategies and portfolio architecture documentation using proprietary wealth systems.Coordinate investment proposals, manager selection processes and implementation follow-up.Prepare and follow up on investment committee meetings (agenda, materials, minutes).Support client meetings and participate in advisory discussions.Collaborate on cross-functional strategic projects.Contribute to client acquisition efforts alongside senior consultants.Develop your own client relationships with structured coaching and mentoring.The Successful ApplicantEntrepreneurial mindset with strong initiative.Strong interest in client-focused wealth advisory (not product sales-driven).Well organised, autonomous and disciplined in time management.Comfortable combining analytical preparation with direct client interaction.Solid educational background (university degree, higher professional education or equivalent).Motivated by flexible working structures (part-time possible from 40%).What's on OfferIndependent, client-only advisory model.Flexible and self-determined working structure.Performance-based and transparent remuneration.Ongoing internal training and knowledge-sharing culture.Clear path toward building your own client franchise.Potential long-term equity participation within the platform.Quote job refJN-022026-6952187Job summaryJob FunctionBanking & Financial ServicesSpecialisationPrivate Banker / RM / Wealth ManagerIndustryFinancial ServicesLocationGenevaContract TypePermanentJob ReferenceJN-022026-6952187