Private Wealth Advisor

What makes us different?

At Bluecap, we pride ourselves on delivering personalized, independent financial advice with a focus on long-term wealth growth and preservation. We don’t just follow the market; we provide exclusive, off-market opportunities, aligning with our clients’ unique values and goals. Our multi-family approach allows us to create customized strategies that serve generations, all while fostering meaningful relationships with our clients.

Job Requirements

• Develop and manage long-term relationships with high-net-worth clients, providing personalized financial advice.
• Craft bespoke wealth management strategies, including investments, estate planning, and tax-efficient structures.
• Identify and offer exclusive off-market opportunities that align with clients' financial goals and values.
• Collaborate with internal teams to ensure a seamless client experience and holistic financial solutions.
• Stay informed about financial market trends, legal changes, and industry developments to advise clients effectively.
• Maintain the highest standards of compliance and governance.

Qualifications

• Proven experience in wealth management, financial planning, or investment advisory roles.
• Strong knowledge of private markets and exclusive investment opportunities.
• Excellent communication and relationship-building skills.
• Ability to develop customized financial strategies for high-net-worth clients.

Why join us?

At Bluecap, we value our team just as much as our clients. Here’s why you should consider joining us:

• Exclusive Opportunities
  Work with high-net-worth clients on unique, off-market investments that few firms can offer.
• Collaborative Culture

  Be part of a team that values innovation, collaboration, and mutual success.
• Professional Growth

  We invest in your development with ongoing training and opportunities to deepen your expertise in private markets and wealth management.
• Flexible Work Environment

  Enjoy the benefits of a hybrid working model that allows flexibility while maintaining strong client relationships.
• Impactful Work

  Help shape legacies and create lasting financial stability for families across generations.
• Competitive Compensation

  Receive a competitive salary package, with performance-based incentives.

Interested? Apply now by sending your resume and a cover letter to Info@bluecap.ch.