the client is seeking an independent, entrepreneurial Wealth Manager to oversee wealth management operations with a strong grasp of financial markets, investment strategies, and asset classes. In this role, you will manage day-to-day operational responsibilities while ensuring that regulatory obligations are integrated into daily work to maintain full compliance with applicable industry standards.
You will be responsible for ensuring compliance with Swiss financial regulations, analyzing financial data and key business metrics to support strategic decision-making, and driving process optimization across operations, compliance, risk management, and reporting functions. The position also involves leadership of multi-disciplinary teams, effective communication across operational teams and executive leadership, and management of relationships with key stakeholders including investors, regulators, and board members.
The successful applicant will bring at least five years of leadership experience in operations management within financial services, along with a proven track record managing operations for a growing wealth manager and leading process optimization, digital transformation, and risk management initiatives. You should have knowledge of Swiss financial market regulation, particularly FINMA-related requirements, experience implementing and optimizing business processes across operations, compliance, risk management, and reporting, and the ability to support the auditing process; a degree in a relevant field and fluency in English and German are expected, with fluent Italian considered a strong advantage.