They are currently looking to recruit a senior administrator to join its team in Zurich. Working closely with the Client Relationship Manager you will be supportin… Having served the global wealth management industry for more than 25 years, AP Executive understands the nuances of this sector like no other recruitment agency in the market does. We bring innovative recruitment solutions to identify the specialised workforce to address the human capital challenges in the most efficient and cost-effective manner. Our wealth management team boasts an impressive track record of placing mid and senior level candidates across all disciplines within this sector globally. We have worked on some of the most challenging executive search mandates for wealth management organisations, ranging from small, boutique financial companies and family offices to large, multi-national firms.


This is impossible in corporate/ investment banking but doable for wealth managers (although it’s far from easy). Investment banking brings financial services and advice to businesses and organizations, while wealth management places more weight in providing personal services to high net worth individuals. Whether our clients are new to investing or have years of experience, we have a strategy for them, and we never stop moving forward. They come to our Wealth Management business because they recognize that we operate at a level above the rest. This is a growth business for us, and we’re going all-in on the people who make our business what it is.


Nearly every bank has a wealth management team or a group of private bankers. There are even firms that only focus on this business section and do not have retail and corporate banking operations. In a 2019 study of CFA charterholders, 13% of respondents noted working in the private wealth management industry. Many of the skills of portfolio management and financial planning – core competencies of the CFA Program – are transferrable to this field. The majority of candidates will need to obtain an undergraduate degree to be considered by a wealth management firm or department at a bank. Examples include business management, accounting, economics, and financial planning.

Life at CTWM

In terms of working in the sector, perhaps the most obvious observation we can make is the role of digital technology and the transition into hybrid work environments . This also includes an increasing reliance upon financial software platforms, requiring professionals to become more familiar with such systems. If you’re considering a career in wealth management then you’re probably wondering how to get into the industry to begin with, and how you can expect to progress. In recent years, the firm has taken a focused and strategic approach to community involvement by forming Nicola Wealth Gives Back; our charitable giving committee comprised of employees, senior management, and family.