Independent Wealth Advisor - DACH / Europe (m/f/d)

• Entrepreneurial Relationship Manager role focused on DACH and European clients
• Independent wealth platform backed by experienced industry leaders

About Our Client

Our client is a Swiss-based independent advisory platform specializing in investment solutions for private clients across the DACH region and wider Europe. The firm operates a modern advisory model that allows experienced client advisors to work with multiple banks and asset managers while maintaining full alignment with their clients' interests.
Advisors benefit from a robust operational and regulatory infrastructure, streamlined onboarding processes and access to a broad network of investment partners.
The platform is supported by a well-capitalised institutional investor, providing long-term financial stability and enabling continued expansion across European markets.

Job Description

• Build and grow your own client book with a focus on DACH and European markets
• Advise HNW and UHNW clients on strategic asset allocation and investment solutions
• Develop long-term client relationships based on trust and performance
• Identify new business opportunities through networking and referrals
• Structure tailored investment strategies using an open architecture platform
• Act as the primary advisor to clients while leveraging the platform's investment network

The Successful Applicant

• Proven experience as a Relationship Manager in Private Banking, Wealth Management or an independent advisory environment
• Ability to develop and grow client relationships and assets under management
• Established client network in the DACH region or broader European markets
• Entrepreneurial mindset and strong ownership mentality
• Strong understanding of financial markets and portfolio construction
• Fluency in English; German strongly preferred, additional languages are an advantage

What's on Offer

• Entrepreneurial wealth advisory model with significant long-term upside potential
• Access to a modern open-architecture investment platform
• Ability to select and combine solutions from multiple banks and asset managers
• Fast client onboarding and streamlined operational support
• High flexibility in how and where you build your business
• Opportunity to grow your own client franchise within a scalable platform