Private Wealth Manager (International Clients)

About the role

Prestige IFA Jobs represents an established international wealth management business looking for an experienced Private Wealth Adviser to join its Geneva operation. The adviser builds and grows their own client book among international and expatriate, high-earning individuals, supported by a fully licensed, multi-jurisdictional platform, centralised compliance and operations, paraplanning support and wealth management technology.

Key responsibilities

• Develop and grow your own client book through referrals, professional networks, events and proactive outreach
• Convert prospects into long-term advisory relationships and generate new business opportunities
• Provide holistic financial advice covering investments, pensions, protection, tax and estate planning
• Advise internationally mobile clients with assets, income or family interests across multiple jurisdictions
• Develop and regularly review financial plans in line with changing goals, circumstances and market conditions

Required profile

• Level 4 qualification in Financial Advice or equivalent
• Previous experience as a practising Financial Adviser
• Proven experience building and managing a client book
• At least three years of client-facing experience in investment advisory or wealth management; FINMA and ARIF registration preferred
• Desirable: experience advising expatriate or international clients, additional financial services licences, multilingualism, existing networks in Switzerland or Europe

Required skills

• Strong commercial mindset focused on growth and client acquisition
• Excellent relationship-building and communication skills
• Ability to work autonomously while using central support teams

What we offer

• Hybrid working environment
• Access to a fully licensed, multi-jurisdictional advisory platform and wealth management technology
• Centralised compliance, operations and paraplanning support
• Marketing function, professional introducers and an established international network
• Competitive remuneration tied to client acquisition, retention and growth